COVID-19 strikes again.
Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to 2.6 million a week in November, reported Richard Pérez-Peña and Jason…
2021
December, 2021
November, 2021
The road to recovery is slow and bumpy.
Last week, we learned that economic growth slowed in the third quarter as a new wave of COVID-19 surged across the United States, reported The Bureau of Economic Analysis. Gross Domestic Product (GDP)…
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Proposed Tax Changes
The news is buzzing! After months of anticipation, the Democrats’ tax plan has arrived. The proposed “American Families Plan” details legislation changes for income tax brackets, long-term capital gains rates, restriction on “backdoor” Roth IRAs, and more…
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October, 2021
Central banks have a lot of influence on investors, markets, and economies.
For the last year or so, the Federal Reserve has been purchasing $120 billion of bonds every month to ensure United States markets remained liquid and interest rates remained…
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September, 2021
“Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi.
Last week, Federal Reserve (Fed) Chair Jerome Powell’s words helped grow the week’s equity market returns. In his speech at the Economic Policy Symposium in Jackson Hole, Wyoming, Powell confirmed…
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August, 2021
Shortest ever.
Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020. Economic activity peaked in February 2020 and bottomed in April 2020. That makes the pandemic recession the shortest in American history.1
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July, 2021
What begins with the letter “I”?
Infrastructure is essential and sometimes taken for granted. Pipes carry drinking water to our homes, offices, and healthcare facilities, and carry away sewage and wastewater.Read More
June, 2021
Are we at a tipping point? One side effect of the pandemic was a collapse in demand for oil, which led to “the largest revision to the value of the oil industry’s assets in at least a decade,” reported Collin Eaton and Sarah McFarlane of The Wall Street Journal…
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May, 2021
It’s Spring and economic recovery is in the air. Last week, the Bureau of Economic Analysis reported the U.S. economy grew at a 6.4 percent annualized rate for the first three months of 2021. While that’s good news for companies and workers, asset managers are checking their expectations…
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April 2021
Last week, unemployment claims were looking good and consumers were feeling good. The number of Americans applying for first-time unemployment benefits declined. Just 684,000 people filed claims during the week of March 20, down 97,000 from the week before…
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March, 2021
Students of financial markets may have noted a historically unusual event last week. On Thursday, the yield on 10-year U.S. Treasury notes briefly matched the dividend yield for the Standard & Poor’s (S&P) 500 Index. This type of convergence is uncommon…
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February, 2021
They say people watching the same event often see different things. That seems to have been the case last week when share prices of a few companies experienced tremendous volatility…
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January, 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….
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Consolidated Appropriations Act
At the close of 2020, Congress passed a second bill to address the challenges of the coronavirus, and President Trump signed it into law. The bill itself is thousands of pages long, so we wanted to provide our top 10 takeaways that may have an effect on you, your loved ones, or friends…
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2020
2020 Year-in-Review
Hello and Happy New Year. Once in a very great while, there comes a year in the economy and the markets that serves as a tutorial—in effect, a master class in the principles of successful long-term, goal-focused investing. 2020 was a great example of this…
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December, 2020
Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which holds that popular stories may affect individual and collective economic behavior…
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November, 2020
Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rearview mirror. Typically, it offers information about what is behind us. For example, last week we learned…
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October, 2020
For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand is providing fuel for the investors. The need for certain types of products and services has accelerated and innovation is creating new opportunities.
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September, 2020
The stock market rallies like it’s 1986. August has been a good month for stock investors. At the end of last week, the S&P 500 Index was up 6.8 percent for the month. The Index is poised to deliver its best returns for the month since 1986, when it gained 7.1 percent, reported Financial Times.
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August, 2020
Last week delivered a mixed bag of financial and economic news. As many expected, the U.S. economy did not fare well during the second quarter. COVID-19 lockdowns and business closings caused productivity to fall by one-third.
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Securities are offered through Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, “Fidelity”), member FINRA/SIPC. Investments in securities and insurance products are not insured by any state or federal agency.
