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US Debt Downgrade: What it Means and How it Might Impact Your Portfolio
Key Takeaways Last Tuesday, Fitch Ratings became the second of three major ratings agencies to downgrade US Government debt from the highest triple-A rating, citing the government’s rising debt burden and political difficulties...
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Mid-Year Check In
SummaryEquity and fixed income markets have had a strong first half of 2023Historically, that strong start to the year continues in the second halfRisks remain in the next six monthsAs always, focus on your long-term financial goals...
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A(I) Silver Lining in the Market
Key TakeawaysExcitement over AI has boosted markets in 2023 despite inflation and pervasive economic pessimism. A small handful of AI-related companies are primarily responsible for strong year-to-date performance for the broad stock...
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Stocks in Recessions
Key TakeawaysInvestors and economists increasingly expect to see a recession in the US this yearHistorically, equity markets have seen significant drawdowns around recessionsDiversifying into other asset classes can help mitigate...
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Looming Recession – A Boom or Bust for Investors?
A US recession has been highly anticipated since mid-2022. However, the risk of a deep or drawn-out recession has come down in recent monthsEquities have already experienced a significant pullback, pricing in a future recessionBonds...
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Bonds: Still a Good Choice for Investors
Key Takeaways:With 2022 fresh on investors’ minds and with short-term yields at their highest levels in over a decade, it is understandable that some clients are asking whether they should simply sell their bond positions in...
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Staying SECURE in Retirement
Major changes are (again) coming to rules surrounding retirement account distributions, retirement account beneficiaries, Roth accounts, and other actions designed to increase retirement savings for individuals. While not as impactful...
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Now and Next: Cash Management Strategies
KEY TAKEAWAYS: A silver lining of higher inflation has been the increase of interest rates earned on cash savings. These higher interest rates bring back some previously popular savings options such as money market accounts, CDs, and...
Read More9 Facts about Social Security
Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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