Investment Trends
Market Thoughts: Looking Ahead and Abroad
The mid-year U.S. economic recovery numbers look strong. On Wall Street, analysts predict that our economy will expand by trillions of dollars and create 2 million good-paying jobs throughout the…
Read MoreWhat is Investing on Margin?
This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847 billion by the end of April.1 Much of this activity is…
Read MoreReshoring: What’s the Future for Products and Services Made in America?
According to a recent survey of supply chain professionals, the COVID-19 pandemic interrupted 98% of global supply chains. Among the most disruptive supply challenges was the procurement of personal protective…
Read MoreMidyear Market Outlooks
In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked in the second quarter of this year, and it believes…
Read MorePutting Inflation Expectations in Perspective
Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic…
Read MoreSurvival of the Fittest
The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement planning and financial stability, chances are you were in the…
Read MoreGen X Prepares to Ascend the Throne
Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This…
Read MoreUpdates on FSAs and HSAs
A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs are paired with high-deductible health…
Read MoreWhat the Stimulus Could Mean for Investors
Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table…
Read MoreWarren Buffett’s Annual Shareholder Letter
Every year, Berkshire Hathaway’s Chairman and CEO Warren Buffett sends a thoughtfully crafted letter to the company’s shareholders from which the investment industry gleans whatever newfound wisdom possible. Given that…
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