Retirement Refined

Markets Higher Last Week… & Pouring Rain Did Not Stop Father’s Day!!!

Recovery, Fast or Slow? We are now over 3 months from the beginning of our economic shut down! Those who are allowed to and ventured out, certainly spent money in May, as retail sales increased far more than expected.  There is very little doubt that consumer spending is going to continue increasing, as more states […]

Market Optimism is SKY HIGH!

An amazing 2.5 Million Jobs were added back in May, according to last Friday’s ADP employment report.  The crazy part is: economists estimated we’d have a LOSS of over 8 Million Jobs.  Certainly, shows that no one can accurately predict the data, except those that guess correctly. A combination of Federal Reserve Monetary Support, Government […]

Employment Update & Medicare News!

So how are you feeling?  We’ve been at this pandemic issue for about 3 months!  So much has been reported, seen and experienced! Certainly the events over the last few days don’t add to our naturally optimistic view of the short & longer term future. I wake up every day knowing that we are one […]

How Will Things Change?!

Drug companies are working feverishly to obtain the solution to Covid-19.  Certainly a huge reward to whoever is successful!  Each time we hear a bit of positive drug news, the markets move higher! This morning, Novavax is the latest company to suggest they “got it,” as they begin their trial period. The market is only […]

Is It Time to Re-Open the Economy?!

The understandable battle of whether or not to re-open the economy, and how to do so, is divisive however warranted! Opinions are all over the place.  You are hearing them all day long so I won’t be repetitive. I’ve read that well over 50% of the Counties in the United States have actual deaths from […]

What is “fair value” for the stock and bond markets?

Market Wants to Know? From a record S&P 500 high, 3393 on February 19th, to the current low, 2191.86 on March 23rd, back up to 2950 early last week, AND NOW now sitting at 2800…….. That’s enough to make your head spin! What is “fair value” for the stock and bond markets?  At the end […]

Is the Recent Stock Market Optimism Warranted?

Recent Stock Market Optimism Warranted? The S&P 500 finished last Friday @ 2874.56.  That figure is only 15% below the S&P All-Time closing high of 3,385 – recorded only a couple of months ago on February 19th.  The intra-day low hit during this period is about 2200 in March.  The range so far has been […]

The Market’s Next Move? It’s A Good Time to PLAN!

Stock Market – Up or Down Next? What About Bonds? Good Time to Plan Last week most stock market indexes increased over 10%.  The Dow was up 12.67%, the S&P 500 rose 12.10%, the Nasdaq Composite 10.59% and the Russell 2000 small cap index up 18.50%. The S&P 500 all-time high was 3393, reached less […]

Everything you need to know about the CARES Act!

This week’s blog explains how the CARES Act will impact the vast majority of our clients and blog subscribers.  I have spent several hours over the weekend reviewing this information. The 2 Trillion Dollar CARES Act is equal to 10% of the United States GDP in a “normal year”.  This is a ton of money […]

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