Quick Comment – Interest Rate Rebound Calls for Caution

Rarely is anything more clear that what's been fueling the market recovery over the past 8 years: low interest rates. It's been good for most investment classes, including the stock market, real estate market and the bond market.  In fact, all three of these major asset classes have been rising in concert since the extraordinary [...]

By | 2016-09-09T09:14:31+00:00 September 9th, 2016|Client, Quick Comment|Comments Off on Quick Comment – Interest Rate Rebound Calls for Caution

Quick Comment – Challenging Start to the Markets for 2016

The markets are demonstrating significant turbulence to start 2016, led lower by overseas markets and a continued rout in commodity prices.  Concerns over economic growth, the future of Fed stimulus, currency devaluations by China, as well as geopolitical concerns have all contributed to market weakness.  It's been a perfect storm to start the New Year. [...]

By | 2016-11-15T11:27:09+00:00 January 7th, 2016|Advisor, Client, Quick Comment|Comments Off on Quick Comment – Challenging Start to the Markets for 2016

Quick Comment – Big Changes to Social Security

The proposed Federal budget deal making its way through Congress this week lays out one significant change to Social Security: the elimination of "file & suspend" strategies. Under file & suspend, a spouse could file for social security retirement benefits, but then "suspend" those payments until a later date (allowing their future benefit amounts to [...]

By | 2016-01-07T11:59:31+00:00 October 28th, 2015|Quick Comment|Comments Off on Quick Comment – Big Changes to Social Security

Quick Comment – Bad News Helps Market Rebound

Last Friday's jobs report was exactly what the markets needed: evidence that the Fed is unlikely to raise rates this year.  With job creation slowing, there's little reason to believe that wage growth is going to take off anytime soon.  And so with little threat of inflation, rates can stay low for a while longer. [...]

By | 2016-01-07T12:02:31+00:00 October 5th, 2015|Quick Comment|Comments Off on Quick Comment – Bad News Helps Market Rebound

Quick Comment – China Intervenes Again, Pushing Markets Higher

While the U.S. markets were closed for the Labor Day Holiday, China's central bank was once again busy.  In an effort to support Chinese stock prices that have plummeted over the past few months, the People's Bank of China once again implemented a sizable stock-buying program, reversing intraday losses of -2.0% and finishing the session [...]

By | 2016-01-07T12:03:39+00:00 September 8th, 2015|Market and Portfolio Commentary, Quick Comment|Comments Off on Quick Comment – China Intervenes Again, Pushing Markets Higher