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January 19, 2021
Market Commentary - 1/19/21

Investors were rocked by economic data showing the economy hit the brakes hard in December. Last week, major U.S. stock indices decelerated as investors gaped at the economic damage caused by the rising number of coronavirus cases around the world. There have been more than two million COVID-19 deaths globally, with more than 390,000 deaths […]

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January 12, 2021
Market Commentary - 1/12/2021

The event at the United States Capitol building had a resounding impact around the world, but it didn’t deter global stock markets.

Last week, investors weighed the violent disruption of America’s 2020 presidential election process against the outcome of the Senate runoff in Georgia, and decided the latter was more significant.

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January 5, 2021
Is a Roth Conversion Right for You?

If the grass looks greener on the tax-free side of the retirement income fence, you may want to consider a Roth conversion.

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January 5, 2021
Market Commentary - 1/4/2021

Last week was the cherry on top of a turbulent year for investors.
After the $900 billion fiscal stimulus bill was signed on Sunday, major U.S. stock indices moved higher. The Washington Post reported, “The S&P 500-stock index, the most widely watched gauge, is finishing the year up more than 16 percent. The Dow Jones Industrial Average and the tech-heavy Nasdaq gained 7.25 percent and 43.6 percent, respectively. The Dow and S&P 500 finished at record levels despite the public health and economic crises.”

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December 29, 2020
Market Commentary - 12/28/2020

U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.

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December 22, 2020
Market Commentary - 12/21/2020

Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion… The stimulus auction continued last week. Early on Sunday, The New York Times reported, “Lawmakers are on the brink of agreement on a $900 billion compromise relief bill after breaking through an impasse […]

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December 15, 2020
Market Commentary - 12/15/2020

When it comes to beverages, frothy can be delicious. In what may be the least inspiring description of fizzy drinks ever written, a group of food engineers explained, “Aeration in beverages, which is manifested as foam or bubbles, increases the sensory preference among consumers.” Stock markets can fizz up, too. Share prices bubble, enthusiastic investors […]

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December 10, 2020
Finding Holiday Happiness

Wondering how to bring everyone together – virtually – after a really challenging year? Here’s an idea: chronicle the quarantine. Seriously.

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December 8, 2020
Market Commentary - 12/8/2020

When is bad news good news? Take a look at last week.

Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases.

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