Fallout from the Georgia Senate Runoffs
The November 3rd election appeared to be a mixed bag for the Democratic Party.
Read MoreBlog
-
Jan 11 -
Jan 4Weekly Market Commentary
Last week was the cherry on top of a turbulent year for investors.
Read More -
Dec 28
Weekly Market Commentary
U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.
Read More -
Dec 28On Forecasting and the End of 2020
We were going to close out what’s been a very interesting 2020 by discussing 2021 capital market forecasts.
Read More -
Dec 21
Weekly Market Commentary
Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion…
Read More -
Dec 21Congress Comes Through
We don’t expect to see much in the way of bipartisan legislation in the coming years, but perhaps Democrats and Republicans were imbued with the holiday spirit
Read More -
Dec 18What’s Next for the Fed?
What’s Next for the Fed? The Federal Reserve meets on December 15th and 16th. With COVID-19 cases spiking and the economic recovery faltering, the ...
Read More Comments -
Dec 14Weekly Market Commentary
The Markets When it comes to beverages, frothy can be delicious. In what may be the least inspiring description of fizzy drinks ever written, a group ...
Read More Comments -
Dec 7Janet Yellen, Treasury Secretary
Joe Biden is expected to nominate Janet Yellen for Treasury Secretary for his administration...
Read More -
Dec 7
Weekly Market Commentary
Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases...
Read More -
Nov 30Thankfully, Malthus was Wrong
For many of us, Thanksgiving in 2020 was a more subdued affair, as rising caseloads of COVID-19...
Read More -
Nov 30
Weekly Market Commentary
Last week, vaccine optimism immunized investors against signs of economic weakness.
Read More -
Nov 23Potential Economic Recovery in 2021
The last time the United States elected a new president during a crisis, in 2008, the recovery was a painful and protracted one.
Read More -
Nov 23
Weekly Market Commentary
The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero ...
Read More -
Nov 17A COVID Vaccine… Great for the world, but merely good for the shareholders?
News broke a little over a week ago that preliminary results for Pfizer’s COVID-19 vaccine showed that the vaccine reduced symptomatic cases by 90%...
Read More -
Nov 16
Weekly Market Commentary
Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more ...
Read More -
Nov 10The S&P 500… Post-Election Summary
As with all elections, about half the country will be pleased (and half the country displeased) with the final outcome.
Read More -
Nov 9
Weekly Market Commentary
It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the United States election, major ...
Read More -
Nov 2The S&P 500 and its Market Cap Giants
By the end of the third quarter of 2020, the S&P 500 had completed a remarkable recovery and, after more than a 30% loss in March, closed up 5% YTD.
Read More -
Nov 2
Weekly Market Commentary
Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in a rear view mirror.
Read More -
Oct 28Quarterly Market Commentary
Third Quarter 2020 Key Takeaways. As much as we are still mired in the COVID‐19 crisis, not to mention 2020 election mudslinging, markets have largely continued to shrug off the ...
Read More -
Oct 28Schneider AEHR Test Systems Press Release
John M. Schneider, President of Pittsburgh-based JMS Capital Group, resigns from Board of Directors for California-based AEHR Test Systems.
Read More -
Oct 19Weekly Market Commentary
It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week.
Read More -
Oct 12
Weekly Market Commentary
Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it was off. Then, it might be on. Then, ...
Read More -
Oct 62020 Election Preview
Despite all the turmoil in the world, led by COVID‐19, the US Presidential Election horserace has had a very consistent result for months: Joe Biden is clearly leading, ...
Read More -
Oct 5Weekly Market Commentary
Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of an October surprise.
Read More -
Sep 28Weekly Market Commentary
For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain.
Read More -
Sep 14Weekly Market Commentary
Weekly Market Commentary September 14, 2020 The Markets Last week, the Nasdaq Composite Index set another record. So far, 2020 has been memorable for many reasons, not the least of which ...
Read More -
Sep 8Weekly Market Commentary
Weekly Market Commentary September 8, 2020 The Markets Stock markets in the United States retreated a bit last week. U.S. stocks have been trending higher for months. Last week, ...
Read More Comments -
Aug 31Weekly Market Commentary
Weekly Market Commentary August 31, 2020 The Markets The stock market is rallying like it’s 1986. August has been a good month for stock investors. At the end ...
Read More -
Aug 17Weekly Market Commentary
The Standard & Poor’s (S&P) 500 Index finished the week within a whisker of its February high, reported Randall Forsyth of Barron’s.
Read More -
Aug 10Weekly Market Commentary
There was good news and bad news in last week’s employment report. The good news was the U.S. Bureau of Labor Statistics delivered better-than-expected data about ...
Read More -
Aug 3Weekly Market Commentary
Last week delivered a mixed bag of financial and economic news.
Read More -
Jul 24Quarterly Market Commentary
If the first quarter of 2020 was all about financial shock, the second quarter was all about financial recovery. Not a recovery from COVID‐19 in terms of public health, ...
Read More -
Jul 20Weekly Market Commentary
Is the United States economy recovering or faltering? It depends on who you ask and which data you consider. For example, last week, the Department of Labor reported ...
Read More -
Jul 15Tips For Home Refinancing
As mortgage rates hit a record low, many Americans are considering refinancing their homes.
Read More -
Jul 13Weekly Market Commentary
Please don’t scream inside your heart. Last week, a reopened Japanese theme park asked patrons to wear masks to help reduce the spread of coronavirus.
Read More -
Jul 6Weekly Market Commentary
What a quarter! Who could have guessed a global pandemic would produce outsized stock market returns? Near the end of last quarter (March 23), the Standard & Poor’s 500 ...
Read More -
Jun 29Weekly Market Commentary
Blame it on the coronavirus.Stock markets in the United States and Europe retreated last week as the number of new COVID-19 cases increased steadily in America. On ...
Read More -
Jun 22
Weekly Market Commentary
Could it be the upside surprises? U.S. stock markets have marched higher despite a pandemic, an economic downturn, and social justice protests – and a lot of ...
Read More -
Jun 19The Jobs Report was great… Now we just need more of them.
Economic forecasters had one of their biggest whiffs when they predicted 8.5 million job losses in the June unemployment report and a rise in unemployment to 19.8%1. Instead, the Bureau ...
Read More -
Jun 15What to Do During A Recession to Maintain Your Financial Sanity
In a recession, there are a lot of forces out of your control, including job loss and loss of income. Experts recommend doing the following during a recession ...
Read More -
Jun 15
Weekly Market Commentary
The Nasdaq Composite dipped its toes into record territory last week before retreating. Stock indices in the United States rallied early last week on optimism about the reopening...
Read More -
Jun 10The U.S. Stock Market
The U.S. stock market lost 34% in February and March, as the coronavirus pandemic’s effects hit the economy. While the market has recovered nearly all of its ...
Read More -
Jun 8Weekly Market Commentary
The employment report electrified U.S. stock markets last week.
Read More -
Jun 1
Weekly Market Commentary
Are those green shoots? In economic terms, green shoots are signs of improvement. If you were paying close attention, you might have seen some in economic data released ...
Read More -
May 30Financial Strain on The Families of College Students Worsen
As the financial strain on the families of college students worsen due to the coronavirus, several colleges and universities have announced that they will freeze tuition for the ...
Read More -
May 26Weekly Market Commentary
It was a good week for stock markets in the United States, but there was trouble in Asia.
Read More -
May 16Debating the Economy’s Recovery
Economists are debating what the economy’s recovery from the current recession will look like using letters of the alphabet. On a chart, the gross domestic product could ...
Read More -
May 11
Weekly Market Commentary
The stock market is not the economy. It’s an important point to remember when headlines marvel that U.S. stock markets are moving higher while the ...
Read More -
May 6The Fed In Action
As difficult as the coronavirus crisis has been, both in terms of the cost of human life and comatose economies, we are taking a moment to note that ...
Read More -
May 3Weekly Market Commentary
There are signs COVID-19 may be in retreat. Last week, the Centers for Disease Control reported, overall in the United States, for the week ending April 25 (...
Read More -
Apr 27Weekly Market Commentary
We live in interesting times. There is discussion about whether the saying, “May you live in interesting times,” is a blessing or a curse. At this point in 2020, ...
Read More -
Apr 25News for Beneficiaries of Inherited IRAs and 401(k)s
The new Coronavirus Relief law says that beneficiaries of inherited IRAs and 401(k)s do not have to take mandatory withdrawals in 2020.
Read More -
Apr 20Weekly Market Commentary
Last week’s economic data was about what you might expect in the midst of a virus crisis that has shut down businesses and forced people to ...
Read More -
Apr 15Coronavirus and Stock Market Volatility
While the coronavirus has been blamed for much of the recent stock market volatility, there are other factors too.
Read More -
Apr 13
Weekly Market Commentary
Why is the stock market doing so well when the COVID-19 pandemic has yet to peak?
Read More -
Apr 10Quarterly Market Commentary
First Quarter 2020 Key Takeaways The first quarter of 2020 has been an unprecedented period in U.S. financial market history across numerous dimensions.
Read More -
Apr 8IRS Tax Filing and Payment Updates
We would like to provide a quick reminder that the IRS has extended tax filing and payment deadlines from April 15th to July 15th. The IRS has provided ...
Read More -
Apr 6Weekly Market Commentary
In the Wizard of Oz, Dorothy says to her little dog, “Toto, I've a feeling we're not in Kansas anymore.” Today, many of us understand Dorothy’s trepidation ...
Read More -
Apr 1Severe Coronavirus Outbreak Could Cost U.S. Health Insurers $90 Billion
S&P Global Analysts estimate that a severe coronavirus outbreak could cost US health insurers $90 billion in medical expenses, leading to losses for those insurers.
Read More -
Mar 30Weekly Market Commentary
The United States set some records last week. First, we became the epicenter of the COVID-19 pandemic. Popular Science explained: “An increase of 15,000 known cases in just one ...
Read More -
Mar 27401(k) Decisions in a Market Downturn
You shouldn’t make a withdrawal from your 401(k) or make rash decisions about your allocations during this economic downturn. However, you should check that your asset ...
Read More -
Mar 23
Weekly Market Commentary
The coronavirus (COVID-19) continued to spread across the United States last week. On Friday, March 13, the Centers for Disease Control (CDC) reported there were 1,629 confirmed and presumptive cases ...
Read More -
Mar 16
Weekly Market Commentary
Last week was one for the history books. Mid-week, the World Health Organization (WHO) declared coronavirus a global pandemic. At the time, there were more than 118,000 cases in 114 ...
Read More -
Mar 2
Weekly Market Commentary
Take a deep breath. We have experienced downturns before. Think back to 2018. During the last quarter of the year, major stock indices in the Unites States suffered double-digit ...
Read More -
Feb 24
Weekly Market Commentary
Risk on or risk off? The coronavirus appears to have inspired two distinct schools of thought among investors. Some investors currently favor opportunities that are considered lower risk, ...
Read More -
Feb 18
Weekly Market Commentary
Many stock markets around the world moved higher last week. Investors’ optimism in the face of economic headwinds has confounded some in the financial services industry.
Read More -
Feb 10
Weekly Market Commentary
Last week, major U.S. indices posted strong gains. That’s welcome news, but the drivers behind share price appreciation appear to have little to do with ...
Read More -
Feb 3
Weekly Market Commentary
Prepare yourself. There is a good chance markets will be volatile in the coming weeks. Precautions designed to slow the spread of the coronavirus may also slow Chinese ...
Read More -
Jan 27
Weekly Market Commentary
Markets hunkered down last week. News of the coronavirus outbreak in Wuhan, China unsettled investors around the world. The respiratory infection is related to severe acute respiratory syndrome ...
Read More -
Jan 21Quarterly Market Commentary
Fourth Quarter 2019 Key Takeaways Among global equity markets, larger-cap U.S. stocks were once again at the top of the leader board. The S&P 500 Index posted ...
Read More -
Jan 21
Weekly Market Commentary
The new trade deals are here! The United States and China signed a preliminary trade deal last week. The next day, the United States-Mexico-Canada Agreement was approved by ...
Read More -
Jan 13
Weekly Market Commentary
About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. stock ...
Read More -
Jan 6Weekly Market Commentary
About face! 2019 was a remarkable year for investors with many asset classes delivering positive performance. Both the Standard & Poor’s 500 Index, a gauge of U.S. ...
Read More -
Dec 31Weekly Market Commentary
Let’s hear it for 2019! Major stock indices in the United States and overseas are poised to deliver double-digit gains for the year. Even with uncertainty about Britain’...
Read More -
Dec 23Weekly Market Commentary
Investors may find themselves reluctant to ring out the old and ring in the new this week. During 2019, stock and bond markets delivered exceptional returns.
Read More
Recent Posts
-
Quarterly Market Commentary
October 30, 2024
-
Fed – Constraints and Independence
October 14, 2024
-
Port Strike Postponed
October 7, 2024
-
Election Forecasts
September 30, 2024
-
Links of Interest
September 23, 2024
