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I carefully saved for most of my life… now you are telling me that I need to spend my retirement nest egg? One of the most difficult transitions many individuals will face in financial life is moving from being a “person at work” (the accumulation phase where you are saving and building wealth) into someone […]
US stocks broke a multi-week winning streak, but did so with very “sleepy” daily moves. For the week ending September 20, the S&P500 gave up -0.5%, but remains +2.4% higher for the month. International markets also slipped, but likewise were controlled in their daily moves. Whereas the month of August was an alarmingly volatile period […]
Perhaps it’s just us, but we are struck with how surprised most clients are that the markets are very close to achieving full recovery of their all-time highs set in late-July. Maybe that’s because the media wasted no time in bringing focus to how adversely financial markets reacted to abrasive tweets (Trade + Fed) from […]
The current global trade war concern first emerged 18 months ago; as recent as May it was generally believed a US/China trade deal could be negotiated. That deal on paper was reportedly 80% complete. At the same time, some trade progress occurred elsewhere (USMCA/NAFTA 2.0), but the US/China negotiations are unfinished and appear virtually collapsed. […]