The fourth quarter ended on a positive note with stocks and bonds rallying to end what was otherwise a difficult year for investors. Stocks staged a strong comeback in November in response to the Federal Reserve (Fed) indicating that its pace of policy tightening would slow along with signs that inflation is cooling.
Read MoreThe good times continue to roll for investors. Stocks, bonds, and commodities saw widespread gains this quarter. The S&P 500 has seen 34 new all time highs since the start of the year and the market is up 92% from its March 2020 lows. The explanation for these stats is simple. The US economy is seeing an economic recovery unlike anything that we have seen before.
Read More2020 ended the year with a bang. This was likely from two things; strong returns from the financial markets and most of us slamming the door on 2020! Stocks ended the year on an upbeat note despite the economic headlines and persistence of COVID 19.
Read MoreWe wanted to take a moment to give you an update on the current market conditions and our thinking.
We expect there to continue to be large daily moves in the stock markets until we see stability in the bond markets.
Bonds are normally boring investments, but in the current environment, there is above average volatility. Once this settles down, and it will, we should see less pronounced moves in stocks.
As we said last week in our note, we would likely trim some investments. There has been selling and some reallocating in your accounts. These are actions we have taken to raise some additional cash.
Read MoreWe wanted to share some updated thoughts with you about the continued sell off in the stock market. We understand that you are probably nervous and that is ok. Bear markets are not the fun part of investing, but things will recover.
Read MoreThe 2020 presidential election is upon us and it is shaping up to be the most contentious election in a generation. The top question we keep getting asked is what this election might mean for your investments. Given the polarity of this election cycle, we decided to look at the historical market performance for stocks during election cycles to take some of the political noise out of this discussion. You may be surprised with what the data shows.
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