2019
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
Socially Responsible Investing
Often investing focuses mainly on profits and returns. However, return doesn’t just have to be about the amount of money you earn. It can be about making a difference in the world you live in. Studies show helping others and charitable giving are two keys to lasting happiness and personal growth. Some of us choose … 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