Diversifying Your Portfolio with International Flair
Investing internationally provides access to growth opportunities outside the United States, which may boost returns and/or enhance diversification in your portfolio.
History May Seem Rosy, but Future is Still Bright, Despite Volatility
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.
Rising Rates Join Long List of Housing Dilemmas
Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level since 2009. This rise was sparked by the Federal Reserve’s commitment to raise the federal funds…
June 2022 Market Minute
For the month of June, our Research Analysts are anticipating a interest rate increase during the June Federal Open Market Committee meeting, monitoring the consumers’ health, and watching how much further Technology sector stocks may fall.
With Retirement Balances Down, a Roth Conversion May Make Sense
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.
May 2022 Market Minute: Shanghai Lockdowns, Housing Market, Jobs
For May, our Research Analysts are looking for any signs reprieve to the global supply chain and the Shanghai lockdowns, how interest rates are affecting affordability in the housing market, and any signs of stress in the jobs market.
April 2022 Market Minute: Earnings Season, Inflation, and Yield Curve Inversion
We’re watching earnings season results, how high inflation might get, and the yield curve inversion that typically indicates a recession is on its way.
Is the Russia-Ukraine War a Threat to the Global Economy?
Russia and Ukraine account for only about 2% of global gross domestic product, but high energy prices and supply shocks caused by the war could have a far-reaching impact on a global economy that has not fully recovered from the pandemic.
An Inverted Yield Curve: Is It Time to Panic?
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.
March 2022: Market Minute: Ukraine Conflict, Commodity Prices, and Fed Meeting
For March 2022, our Research Analysts are watching the Russia-Ukraine conflict as many nations have imposed sanctions on Russia. They’ll also be keeping tabs on commodity prices as the war increased the strain on the global supply chain. Finally, they’ll be monitoring the March Fed Meeting as an increase in interest rates is expected.