I recently put together this quarterly market and economic commentary for my firm. We send it to our clients each quarter. I wanted to share it with you as well. After the commentary, you’ll find some Year-End Financial Planning topics that may be of interest. Market and Portfolio Commentary Equities The equity markets continued to […]
Financial News: What I Read
This post was prompted by an email I recently received from a reader. He wants to expand his knowledge of markets, business news, and economic news. He wanted to know if I had ideas on websites or sources of information. I replied with some of the references below, which I have since expanded. In addition […]
Thoughts on the Markets and Economy
As a financial advisor, some of the most frequent questions that I am asked are my thoughts on the stock market and the economy. The questions are usually part of a larger discussion but typically fall into the categories of “Do you think stocks keep going higher?” or “What could derail this economic recovery?”. I won’t attempt […]