Investing

Stocks Start Year Off With Slight Gain – Domestic Equity Overview
Domestic equity indexes were mixed in January, as selective sectors outperformed other sectors. The disparity in performance, known as “sector rotation”, can be driven by a shift in consumer sentiment and economic activity. […]

Published On: February 15, 2024Categories: Investing, Stock Market
Volatility Challenges Equities in 2022 – Equity Markets
Volatility in the global equity markets led to increased uncertainty surrounding growth and earnings expansion for companies. Inflationary pressures and higher labor costs weighed on stocks, with only two sectors of the S&P […]

Published On: January 20, 2023Categories: Investing
What is ESG – Why Corporations Follow It – Part 3 of 3 Series
As previously discussed in the other two parts of this series, ESG is a financial philosophy where investors investigate three non-traditional aspects when choosing whether to invest in a company. These aspects are […]

Published On: September 23, 2022Categories: Investing
What Is ESG – Socially Conscience Awareness – Part 2 of a 3 Part Series
Understanding the dynamics behind Environmental, Social, and Governance (ESG) can be complex at times, as guidelines and parameters evolve throughout the industry. As a recent form of identifying and recognizing companies based on […]

Published On: August 19, 2022Categories: Investing
What is ESG – Socially Conscious Investing – Part 1 of a 3 Part Series
Environmental, social, and governance (ESG) have become focal points for companies, analysts, and investors. The evolution of ESG has created a growing awareness among the public about how companies formulate criteria for socially […]

Published On: July 27, 2022Categories: Investing
Yields Hold Steady Until Fed Decides
The yield on the 2-year Treasury bond fell to 2.84% on July 1st, the biggest drop since March 2020. Yields on the 5, 10, and 30-year Treasury bonds also fell, indicative of deflationary […]

Published On: July 18, 2022Categories: Economy, Investing
Conversion of Traditional IRA to ROTH
Example # 1 – Full Conversion Harold has two IRA accounts. One is a contributory IRA and the other is a SIMPLE IRA and the total value of both is $22,000. Since inception, […]

Published On: September 17, 2021Categories: Financial Planning, Investing
Stocks Advanced Cautiously In July
Concerns surrounding the Delta variant and rapid rise in infections drove equity volatility higher as economic and earnings growth estimates were redrawn. Equity markets were resilient to reestablishments for some Covid restrictions. A […]

Published On: August 13, 2021Categories: Investing, Stock Market
CD Rate History – Historical Note
Not since the days of inflation and high interest rates have Certificates of Deposits (CDs) been perceived as a viable source of income for retirees and conservative savings for working individuals. For years, […]

Published On: August 10, 2021Categories: Financial Planning, Investing
Yields Approach An Inflection Point
Despite a sell off in equity markets towards the end of February, equity indexes managed to post a gain for the month, with energy and commodities leading. A rapid rise in interest rates […]

Published On: March 20, 2021Categories: Investing, Stock Market