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Posted on February 15, 2024

Riding the rollercoaster

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology. Fear and greed are the two halves of the investor psychology coin. When investors are feeling […]

Category: News

Posted on February 01, 2024

Bull market confirmed! What happens next.

It’s official. The bear market is behind us. The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the days that followed.1 That means it has passed the final bar to formalize the bull market in stocks that started after the October 2022 market […]

Category: News

Posted on January 18, 2024

Is inflation rising again?

As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look. Inflation is still one of the biggest risk factors we’re watching this year. Here’s why. While inflation is still well below its 2022 peak, the data shows that the fight toward 2% […]

Category: News

Posted on December 07, 2023

What does 2024 have in store?

Before the year ends, we like to sit down and review, thinking through what went well and what didn’t. We try to mentally put the old year to bed before the new year kicks off. Do you have a similar ritual you follow? As we enter the final weeks of 2023, let’s take a moment […]

Category: News

Posted on October 26, 2023

How does the economy look to you?

Do you feel like the economy isn’t making a lot of sense right now? Is there a mismatch between the headlines and your perception? If so, you’re not alone. There’s a big divide between the current data and the “vibes” many Americans are feeling. Here’s what we mean 👇 When you look at the data, the economy […]

Category: News

Posted on October 11, 2023

Tragedy in Israel

We’re posting to offer some thoughts on the horrific situation unfolding in Israel. The devastating terrorist attacks have already cost thousands of lives and may profoundly affect the region. While the violence might seem far away, behind every headline are real people, families, and communities that will never be the same. Let’s take a moment […]

Category: News

Posted on October 03, 2023

Market drop (explainer inside)

What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination of things. Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.1 The reality of what high […]

Category: News

Posted on September 26, 2023

Americans spending? (recession warning)

Is a new recession warning flashing? Let’s discuss. You’ve probably heard us say that consumers (like us) are the backbone of the U.S. economy. It’s true. Consumer spending accounts for nearly 70% of economic growth. It’s been the engine of the pandemic recovery and has played a large part in calming recession fears. As long […]

Category: News

Posted on August 31, 2023

Trouble ahead? (debt downgrade)

You might have heard that Fitch downgraded the U.S. government’s credit rating in August.1 What does that mean for you? Let’s discuss. Who is Fitch Ratings, anyway? When companies and governments issue bonds, the bonds get rated by one of three agencies: Fitch Ratings, Moody’s, and Standard & Poor’s. The rating represents the agency’s evaluation […]

Category: News

Posted on August 24, 2023

How high will rates go?

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Before we dig in, here’s some good news: inflation is much, much lower than it was last summer. From its 2022 peak, headline inflation has plummeted to 3.2% in July after rising slightly over June’s reading.1 Core […]

Category: News

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