The Retirement Report
How is the Market Impacting Your Retirement?
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Iran Bombing: Your Portfolio, Geopolitical Events Historically
Iran Bombing: Impact on Your Portfolio How will the US bombing of Iran impact your portfolio? Perhaps it will bring short-term pressure as the US anticipates…
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Stocks- Higher or Lower From Here? Plus, Tariff Progress?
Stocks- Higher or Lower From Here? Will stocks move higher or lower? Over the longer term, the answer has proven higher. In the shorter term, slippery…
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Tariff Uncertainty Expanded- Will the Fed Cut Rates?
Tariff Uncertainty Expanded The news just keeps on coming! Last week Tariff Uncertainty increased, with doubts regarding China progress, the increased tariff on EU steel and…
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Tariff & Tax Saga Continues! Plus, Tax Bill Heads to the Senate!
Tariff and Tax Saga Continues! The Memorial Day weekend welcomes visitors to the Jersey shore, many enjoying the ups and downs of the “roller coasters” along…
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Market Wrap, Debt Downgrade, Taxes & Social Security!
Market Wrap US stocks jumped last week, hoping the 90-day reprieve from the eye-popping tariffs between the US and China translate into a firm fair-trade agreement.…
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“Fair Value” for Stocks? Plus, Trade Deal Impact & Portfolio Positioning
“Fair Value” for Stocks? The US stock market has clawed back most losses since the initial tariff announcement. The S&P 500 remains down (3.86%) for 2025,…
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Tariff Time or Not? Plus, Tax Package?
Economy and the Market? Last week’s economic data was reported as anticipated. According to the Wall Street Journal, the United States added 177K jobs with the…
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Stocks Higher – Dysprosium? – Chinese Autos
Stocks Higher The US stock market has clawed back most losses since the initial tariff announcement. The S&P 500 remains down (3.86%) for 2025, and off…
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Navigating the Current Markets, Corporate Profits, & April 15th Tax Day
Navigating the Current Challenges The Saga continues! Coming into 2025, many agreed the economy was on stable footing, employment strong, inflation moderating, business profits forecast to…
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