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2020: Trump, Iran, & RMDs

Well, the first 20 days of 2020 have been very eventful. Trump is continuing with his never-ending tweets; Iran shot down a civilian Ukrainian airliner and shot missiles at US bases in Iraq; US and Iran tensions are higher than they have been in years; and if you turn 70.5 after December 31, 2019, you … Continued

Recession? You Bet! Keep Reading…

Will we have a recession? Is it coming? The answers to those questions are, “yes.” However, please keep reading. What nobody truly knows is when a recession will actually take place. Economists use charts, data, surveys-all of which are great but provide no clear indication of a recession. I’ve been hearing that a “recession” has … Continued

Q2 2019 Recap & Commentary

The spring months for financial markets (Q2 2019) were marked with new all-time highs, increased volatility, and plenty of geopolitical tension. In April, the S&P 500 reached an all-time closing high. In May, many investors were spooked by the lack of progress in trade negotiations between the U.S. and China. Even though May showers were … Continued

June 2019 Commentary

What a long, strange trip it’s been. The year 2019 started with strong growth. The market jumped in January to an 8% growth rate and continued its rise through February. A detour emerged in March that has taken the markets into choppy waters. Slowing growth after a busy first two months may seem scary. Not … Continued

Q1 2019 Recap & Commentary

Thankfully, the financial markets rebounded strongly from the dismal end to 2018. If we had to summarize the Q1 2019 market performance in a sentence, it would be this. Markets rebounded strongly from the fourth quarter selloff but began slowing as global growth fears and recession risks increased. As a reminder, why did stocks sell … Continued

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