Keeping An Eye On The Unemployment Rate As A Recession Signal
A year ago many strategists were predicting the U.S. economy would be in a recession by this time in 2023. Far from a recession though, the economy continues…
The third quarter market performance started strong as companies reported stronger second quarter earnings due to subsiding input costs. Year-over-year margin…
One aspect of the equity market advance this year is investors' heightened focus on a handful of stocks some are referring to as the "Magnificent Seven." Thes…
The S&P 500 Index closed at a 2023 high on July 31, but since then the market is down -4.8% in the first three weeks of August. A pullback is not a surprise…
As the year began much of the talk was centered around whether the U.S. economy would fall into recession in 2023. The year is only two-thirds done, but a…
Summer 2023 Investor Letter: No Recession Yet and A.I.
With the second quarter in the rearview mirror, some equity markets in the U.S. generated record beating returns. The Nasdaq 100 Index was up 39.4%, a record…
Equity Market Telegraphing a Strengthening Economy?
About a year ago many strategists were calling for a U.S. recession to begin by mid-year this year. A part of the rationale behind this thinking was the pace…
With the first half of 2023 coming to a close this past Friday, the equity markets rewarded investors with a strong performance. Much of the markets return to…
The talk of a recession has been ongoing for what seems like more than a year. One such headline from mid-year 2022 predicted the U.S. economy would be in a…
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the…
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan?
A plan sponsor offered a safe harbor 401(k) plan using the basic match formula and wanted to redefine compensation to exclude commissions for deferral and safe…
