Planning matters

A Brief Explanation of the GameStop Trading Fiasco

If you’re confused about why GameStop stock has dominated the financial news cycle in the last few weeks you’re not alone. A year ago GameStop stock traded around $5 per share, late last month it went as high as $483.  Like a lot of financial markets phenomena, there isn’t just one root cause underlying the…

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Now Can We Expect Some Inflation?

If inflation is ultimately the result of too much money chasing too few goods and services, what are the prospects for an inflationary outcome in 2021? As the world’s leading economies slowed to a crawl in 2020 and global interest rates hover around zero, inflation might seem the least of our worries. On the other…

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Predicting the Unpredictable

We’ve heard quite a few questions from clients about why the market is doing so well right now. Many feel that the stock rebound is overdone, or that the run-up can’t possibly continue, or that other events could cause a retest of the March lows. These are valid concerns, but unfortunately, there aren’t clear-cut answers…

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Recession in Review

Recently the National Bureau of Economic Research (NBER) announced the U.S. has entered a recession, officially ending the longest economic expansion in U.S. history. While this announcement seems somewhat belated given the extreme unemployment numbers and dramatic stock market sell-off, this is a relatively quick determination by the NBER. The last recession from December 2007…

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A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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