Paul Levin

Markets, Iran, and the Secure Act!

Markets Flat in the Short New Year’s Week & Geopolitical Tension Rising!  Welcome to Year 2020!  This promises to be an exciting year based upon what may transpire with our 2020 Presidential Election and the campaigning over the next 11 months. Typically I do not discuss politics in our blogs, however with the feeling that political […]

Markets March Higher to End of Decade! & A Pay It Forward Story…

Wow, the end of the decade!  Do you remember where you/we were a decade ago, on December 31st 2009?  I certainly don’t need to remind anybody of the state of the economy at that point compared to today.  So much has happened and I’ll leave the media the opportunity to report the dramatic. The much […]

Tons of News!! // China Phase One // Brexit //Impeachment

China – Phase One After the turn of the New Year, the US and China are expected to sign “Phase One” of a new trade deal.  While there are many details yet to be learned, we now know that the new round of consumer oriented tariffs that were to go into place yesterday, 12/15, are […]

Jobs Report Leaves Markets Flat Last Week & December 15 Tariffs?

Jobs, Jobs, Jobs! Last Friday’s job report showed the US adding 266,000 jobs in November, bolstered by the return of formerly striking GM employees.  The prior 2 months were revised adding an additional 41,000 jobs.  The unemployment rate came in at 3.5%, which is an absolute WOW!!!!!! No wonder why restaurants, stores and the roads […]

Happy Thanksgiving!

Wherever you go and whatever you do this Thanksgiving, we wish you the best. Being able to work with our wonderful clients and workshop attendees is something we are TRULY grateful for!! Happy Thanksgiving from Retirement Refined!   

Equities Continue to Melt Higher… and What Happens If We Get A Trade Deal?

No surprise hear, that with the talk of a possible trade deal, markets continue to rise.  For the week, the Dow Jones Industrial Average moved higher by 1.24%, the S&P 500 .94%.  The Nasdaq Composite increased .77% however the small cap Russell 2000 took a small step back, down .10%. Over the pond, stocks didn’t […]

Fed/GDP/Jobs/Earnings – All Viewed Positive!!

Last week I wrote “A lot of stuff this week”.  Yes, it was a busy week!  The Federal Reserve lowered rates as expected by 25 basis points.  This is the 3rd rate cut in 4 months.  Many are now speculating the Federal Reserve will be on hold until after the election unless the economic data […]

2 Big Weeks of Corporate Earnings / Feels Great to be PROUD!

2 Big Weeks of Corporate Earnings 73 S&P 500 companies have reported 3rd quarter earnings with 84% beating consensus expectations.  This week we’ll hear from 125 S&P 500 companies, with 46 on Thursday.  Amazon reports on Thursday which will give us an indication of how consumers are spending.  The week following is actually the week […]

Stocks Surge Last Week! But Who Attacked the Oil??!

Stocks Surge Last Week! All equity boats rose last week.  China and the United States made a couple of concessions on the trade war front.  China waived tariffs on some U.S. Agricultural goods, while the United States delayed implementation of new tariffs by two weeks.  This news all by itself helped fuel the markets last […]

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