What's happening in the stock market today? Is the recession over? Here are 5 charts to help explain what's going on in the stock market and the economy these days. (more…)
Kristin McKennaJuly 21, 2020
After the recent low point for the S&P 500 on March 23rd, 2020, the index is up over 28% on a total return basis as of May 12th. A 28% gain in less than two months, during a pandemic? It’s understandable investors are wondering why there’s such a disconnect between…
Kristin McKennaMay 19, 2020
There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing of this article, we have descended into the fastest bear market…
Kristin McKennaMarch 22, 2020
Are We Headed For Another Financial Crisis? It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the first bear market for the popular stock index since the 2008 financial…
Kristin McKennaMarch 21, 2020
When the stock market is in turmoil, many investors are tempted to go to cash and wait for the dust to settle before getting back in. One of the issues here is how to time your exit and entry—unlike a flash flood or significant weather event, investors aren't going to…
Kristin McKennaMarch 15, 2020
The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history is a helpful lens to view stock vs bond performance during past recessions or bear markets. Volatility in the financial markets also highlights the benefits—and limitations—that diversification can…
Kristin McKennaMarch 4, 2020
Mortgage rates are currently very low - the average 30-year mortgage is now 3.50%. It might make sense for homeowners to consider refinancing. How much could you save from refinancing your mortgage? Here's how to tell if refinancing your mortgage is worth it. This article will explore much can refinancing…
Kristin McKennaMarch 2, 2020
Putting recent volatility into perspective The COVID-19 virus has roiled the global financial markets in recent days, dominating the headlines. Although the virus does present real risks, it's important to put the recent volatility into perspective. (more…)
Kristin McKennaFebruary 27, 2020
The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the legislation will be needed from the IRS, there is plenty we already know about the Secure…
Kristin McKennaDecember 21, 2019
