The Retirement Report

US Debt With our recent US Debt downgrade, I wonder; how are we truly going to deal with the roughly $32 Trillion and the annual interest…

Economy & Markets Buzzing Forward 2nd Quarter US Gross Domestic Product (GDP) reported at 2.4%. 50% of S&P 500 companies have reported 2nd quarter profits.  80%…

Important Week for the Markets How much higher will the market climb? Markets have moved higher on the back of a slowly improving inflationary environment. Most…

CPI vs. Corporate Profits This week will feature the Consumer Price Index (CPI) reported on Wednesday, following with the Producer Price Index (PPI) on Thursday. In…

What’s Next? The S&P 500, as of Friday, is trading over 4300. Many forecasters have suggested the S&P 500 Index will finish the year lower than…

Where Do We Stand? With the debt-ceiling debate behind us, and the first five months of 2023 now in the rearview mirror, where do we stand?…

Debt Deal? Do we really have a debt-ceiling “deal???” Let us hope Congress will pass the debt-ceiling deal quickly, moving the issue from the side-view mirror…

Market Up It is no secret what is moving the stock market higher so far this year! Four companies (Apple, Microsoft, Amazon and Nvidia) make up…

How will the stock and bond markets perform this summer?  First, our time horizon needs to be realigned. Remember the days when we purchased stocks or…