March 20, 2020
The emergence of COVID-19 and its rapid spread have sparked an exceptional market meltdown and a fundamental restructuring of our ...
March 3, 2020
Recently a reader asked us to explain “the recent Repo Market Fiasco and the Fed’s intervention,” as well as the consequences and outcomes. For those of you who regularly read our blog, we first included a chart on this subject on September 23, 2019. The answer is fairly technical, but let’s focus on some charts to show the enormity of the issue first.
February 27, 2020
With the sudden drop in the global equity markets, we thought it might be helpful to remind everyone about where we have been, where we are now, and share some helpful source information. Before we discuss the virus, let’s go back and remind everyone that U.S. large cap stocks, after demonstrating a decade of leadership, may have gotten ahead of themselves from a valuation standpoint. As the chart below from Ed Yardeni Research shows, the forward P/E of the S&P 500 reached 19X—which is a level not seen since the Dot.com bubble ...
September 10, 2019
Sometimes our industry grabs on to a concept and cannot let it go. Is September the worst month from a performance standpoint? Does it always/mostly go down? Should one avoid the markets in September? Let’s take a quick look.
September 5, 2019
Your clients need to withdraw 4-5% a year, but interest rates are setting record lows. Here’s what you can do to help get them there.
April 1, 2019
Today is April 1, which marks the beginning of Financial Literacy Month!
March 21, 2019
The 2019 recovery of U.S. and international equity markets continues to claw back ...
March 14, 2019
Updated: Feb 19, 2020 About a year ago now, Fidelity, in their 1Q19 Market Update,suggested that the U.S. wass following many ...
March 5, 2019
Last week, we shared some facts about the Bloomberg Barclays Aggregate Bond Index (BBAB). (Missed it? Click here). Outside of the BBAB, there are a few more items that you may want to know about in the corporate bond landscape that may also surprise you and your clients.
February 28, 2019
In 2018, the Bloomberg Barclays Aggregate Bond Index (BBAB) eked out a whopping 0.01% return and thus preserved a rather remarkable streak of only having one negative year since 1999. What’s new in the evolving construct of the BBAB index, and do you know the risks that are creeping into the bond markets?