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Let’s Talk – Seriously – About Retirement

…planning remains, is a sobering fact. Thus, we are introducing and promoting the hashtag #talkaboutretirement, designed to help spur dialogue among family members, business associates and friends, in addition to industry professionals. We hope that #talkaboutretirement will indeed become a trending topic – one that…

Market Volatility and the Impact of the Coronavirus

…countries, including South Korea, Japan, Europe, and the Middle East, and is expected to eventually spread in the United States. Vaccines are being tested, but are not expected to be available to the public for many months. How have the financial markets reacted? The US…

How Are RoboAdvisors Changing the Investment Industry?

…in all markets, too frequent rebalancing may result in excess turnover, higher trading costs and capital gains liability for taxable accounts. Lack of Experience in Down Markets: From 2009-2017 as robo advisory platforms developed, equity markets produced positive returns in a bull market cycle. That…

The Weak and The Strong-A Note on Exchange Rates and Currency

A blog by Frederic Slade, CFA, Director, Investments – September 1, 2014 A segment of the capital markets that often gets overlooked is the foreign exchange (FX) market, which trades in the US dollar, Euro, Japanese Yen, British Pound and over 60 other currencies. According…

4th Quarter 2016 Economic & Market Review

…unemployment rate remained low (4.6%). Meanwhile, the Federal Open Market Committee raised the target range for the fed funds rate by 25 basis points, to 0.50%-0.75%, and indicated additional tightening over the next year. Equity Markets Equity markets were mixed in Q4 with the U.S….

2nd Quarter 2018 Economic & Market Review

…volatility in 2018, with a recovery in most markets in the 2Q of 2018. After equities exhibited negative returns for most markets in the first quarter, US markets generally recovered in the second quarter of 2018. Domestically, the S&P 500 Index, representing large-cap stocks, returned…

Portfolio Rebalancing in the Recent Market Environment

…President and Senior Director, Investments at Pentegra Retirement Services. He joined Pentegra in May 2007 as a Senior Analyst in the Investment Department and became Director-Investments in January 2013. He is responsible for managing over $1 billion in internal bond portfolios and providing asset/liability studies,…

Coronavirus and the Markets

The Coronavirus epidemic, which began in January, has continued to exact a significant human and financial toll. How have the financial markets reacted? Join us as we examine: Market Impact of the Coronavirus Risks as the Market Sees Them Investment Ramifications Benchmarks for Market Reactions…

The Ever-Expanding Role of the Federal Reserve

…of dollars of security purchases, which have recently been partially unwound. In essence, the Fed has evolved from a manager of economic stability to a major player in the bond markets and a driver of stock prices. In terms of interest rates, from a theoretical…