In the News: Sometimes a yield curve is just a snapshot of rates at a given time
Bil Lako, CFP®, explains how one leading economic indicator doesn’t always mean the economy is doomed.
Read more in today’s Marietta Daily Journal.
Sometimes a Yield Curve is Just a Snapshot of Rates at a Given Time
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, to discuss fiscal policy and what it may mean for our economy. They take a deeper look at the yield curve of U.S. Treasury bonds, and how close the curve has come to inverting.
Market Roundup: Lackluster Earnings Leads to Relatively Flat Week for Equities
Indices kicked off the last full week of April mixed with Dow Jones Industrial Average and the NASDAQ Composite ending the session fractionally lower while the S&P 500 index added marginal gains. Trading was fairly flat despite a variety of economic news.
Market Roundup: Stocks Closed Higher by Week’s End, But Volatility Continues
Stocks kicked off the week strong with all eleven sectors finishing Monday higher and more than half rising at least 1%. Investors brushed off the multi-national missile strike against Syria, instead devoting their attention toward corporate earnings and economic releases. The Dow Jones Industrial Average rose 0.87%, to settle at…
Market Volatility Can Provide a Planning Opportunity
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage.
Volatility Can Provide a Planning Opportunity
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
Market Roundup: Positive Week As Trade War Fears Were Soothed
Stocks kicked off the second week of April, trading higher throughout much of the day before strong selling in the final hour pared back much of the day’s gains after reports that federal investigators searched the office and home of President Trump’s long-time lawyer, Michael Cohen. The Dow Jones Industrial Average was up more than 440 points, or 0.19%, before the selling started,
Market Update for April 2018
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to recap the market movements for March, including the recent volatility. Looking ahead at GDP, inflation and first quarter earnings.
Pickup in Volatility is Not Cause for Worry
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to take a deeper look into the market’s recent decline, including proposed tariffs, presidential cabinet upheaval, basic economic indicators, valuation, and The Federal Reserve’s quantitative tightening.
Market Roundup: Despite Mid-Week Rally, Indices End Week Lower
April kicked off with heavy selling across U.S. equity markets with all major indices off more than 2% on Monday. The Nasdaq 100 dipped negative year to date for the first time in 2018, and 10 of 11 S&P sectors were lower on the year…