May 29, 2020 Financial Perspectives

0:55 - This Week's News
2:39 - This Week's Financial Highlights
4:36 - Why Is the Stock Market Up When the Economy Is Down?
5:12 - Stock Prices Are Forward Looking
8:06 - Average Returns After Downturns Have Been Positive

Meta Does Not Equal Value | Financial Perspectives

The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.

November 23, 2020 Financial Perspectives

1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020

November 8, 2021 Financial Perspectives

You know the old saying, “What goes up must come down.” How is it that currently everything seems to be going up at the same time? Signs of inflation like oil prices, labor prices, trade deficits. And yet markets are going up with stocks at all-time highs. Bond prices are rising this week when often, bond prices move inversely to stock prices. Government spending is certainly going up, consumer spending is going up and tax rates seem to be poised to rise as well. What do all these upwards mean for investors?

October 11, 2021 Financial Perspectives

Friction can slow can down any machine. What was humming along only minutes or weeks ago, can labor under the strain of too little oil, a little sand in the gears, you name it. The US economy and markets have been seeing an increase in perceived frictions over the past month. Can we get back to smoother operations?

Q1 Wrap Up: Ukraine, Inflation, Interest Rates | Financial Perspectives

The first quarter of 2022 is in the books and once again, surprising events dominated the news. Russia invading Ukraine and the continued climb in inflation were the focus of attention and for good reason. In this week's Financial Perspectives, we'll take a look at what is happening in markets and the global economy and what investors may want to know.

What a Difference a Year Makes

On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone. 

While You Were Sleeping

Imagine that you fell asleep at the beginning of the year and woke up at the end of 2020. When you wake up, there are some things that would immediately feel different. 

You Will Have Forgotten Monday, July 19

By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.