Paul Levin

Markets Rise Anticipating Rates Cuts and China Deal…

Markets on the Rise!  With US Treasury rates continuing to stay low, I think it’s in the bank that the Federal Reserve will continue to slash interest rates, which certainly makes stocks more attractive.  One of the negatives, is that I’ve already seen my American Express High Yield Savings Account reduce the rate from 2.0% […]

The Back and Forth Market Continues… 

The Back and Forth Market Continues…  August is now in the books, and good riddance.  After hitting the yearly high in July, August was a back and forth market based on the rhetoric of our trade war.  Negative information punished the markets, and words suggesting trade war improvement moved us higher.   The negative, however, certainly […]

China Deal Looking Illusive

China Deal Looking Illusive   It certainly looks as of now, that a China deal prior to our upcoming 2020 US Presidential Election may not happen…the war just intensified with President Trump announcing a 10% tariff on the $300 Billion of remaining Chinese imports to begin September 1st.   This domestic tax will apparently be directed […]

Major Earnings Week, but does it matter?!

Major Earnings Week, but does it matter?!   1/3 of the S&P 500 companies will report 2nd quarter earnings this week!  Normally, this many earnings reports would sway markets one way or another.  I don’t expect based on earnings reports alone that much movement will occur, but who knows!!!  So far out of 79 S&P […]

The Fed, the Fed and the Fed

The Fed, the Fed and the Fed   The Standard and Poor’s 500 Stock Index is approximately 2% from again reaching its all time high!  Global economic growth has been slowing, the China Tariff issue does NOT appear to have any resolution coming in the short-term, Corporate America is at least temporarily becoming a bit […]

Mexico + China = Earnings Impact?

  Mexico + China = Earnings Impact? Markets Last Week     What really matters to the markets?  Does the fact that we in the US are paying more for Chinese Goods matter?  Does it matter that we apparently have a new agreement with Mexico?  It all comes down to how these issues impact corporate […]

Sell in May, Go Away?

Sell in May, Go Away? Markets & Rates Dividends Are Good!     The old adage, “Sell in May, Go Away” used to be in the news each year.  From 1950 to 2013, the Dow Jones Industrial Average increased a mere .3% on average from May through October.  From November through April, the Dow Jones […]

FOR NOW, IT’S ALL ABOUT CHINA!

FOR NOW IT’S ALL ABOUT CHINA! – CORPORATE EARNING SEASON RESULTS – YIELD CURVE   Here we are, May 13th, 2019 and the trade tensions with China don’t appear to be making any real progress.  Last Friday, President Trump increased tariffs on $200 Billion of Chinese imported goods from 10% to 25%.  We are waiting […]

Welcome to the Retirement Refined LLC Blog

I have always aspired to provide significant on-going value to clients and the general public. I quickly learned in my career that the more specialized knowledge I have, the greater the value I can provide, so several years ago I decided to learn what was needed to specialize in Retirement Income Planning.   Figuring out […]

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