Posts Tagged ‘investments’
I-Bonds: Should you buy, sell, or hold?
Since the height of the COVID pandemic, inflation has been difficult to grapple with as more and more investors demand stability in their portfolio. However, in October of 2022, one interest-earning asset quickly came into the spotlight as both a secure and lucrative investment: U.S Series I Savings Bonds. When it comes to I-Bonds, there…
Read MoreMorning Market Commentary Q1 2023
During the first quarter of 2023 sentiment started off hot with great gains in January but had its ebbs and flows throughout the quarter. The belief that the Federal Reserve was going to be able to tame inflation and the economy would be able to establish a “soft landing” in terms of a possible recession…
Read MoreMorning Market Commentary Q4 2022
In an otherwise volatile and ugly year, the fourth quarter of 2022 turned out to be a pleasant surprise. Sentiment turned optimistic mainly led by better-than-expected corporate earnings and Year-over-Year inflation rates coming down from a peak of 9.1% in June 2022. S&P, Dow, and NASDAQ The S&P 500 was able to climb higher by…
Read MoreRetirement Strategy: How Much Should I Save?
“Will I outlive my retirement money?” This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn’t be a number that you pull out of thin air. The process should include looking at your current…
Read MoreMonthly Market Insights | August 2022
View Matt’s Monthly Market Insights on YouTube Here US Markets Stocks posted big gains in July, erasing some first-half losses. Investors attitude was encouraged by potential lowered inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Nasdaq Composite lead the indices gaining 12.35% while the Standard & Poors 500…
Read MoreMonthly Market Insights | July 2022
US Markets June was a tough month for the markets as recession talk prompted investors to recalculate risk in their portfolios. The Dow Jones Composite Average led the indices to lose only 6.84% while the Standard & Poor’s 500 Index fell 8.39%. The tech-heavy Nasdaq Composite dropped the most losing 8.71% in the month of…
Read MoreMorning Market Commentary for Q2 2022
By the end of the first quarter, it seemed as if we had gone through a much-needed correction, and we were on our way to a recovery. That theory ended quickly as the 2nd quarter turned into something much worse as we entered bear market territory for the first time since March of 2020. It…
Read MoreMorning Market Commentary for Q1 2022
We mentioned a couple of quarters ago that volatility was beginning to make its way back into this market. The evidence is now clear. There is no denying that this past quarter was one of the most volatile in recent years. There were many factors that stirred the pot this quarter. Turning the calendar is…
Read MoreManaging Bond Risks When Interest Rates Rise
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical historical levels in response to high inflation. At its March 2022 meeting, the Committee raised the funds rate to 0.25%–0.50% and projected the equivalent of…
Read More5 Empowering Investment Strategies for Women
On International Women’s Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so many could benefit from taking these simple strategies. Think about your life as it is…
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