Weekly Market Commentary 3/28/2016

Weekly Market Commentary 3-28-2016

Weekly Market Commentary March 28, 2016 The Markets Are corporations in the United States struggling? In its cover article last week, The Economist (a British publication), suggested there is not enough competition among American companies. It pointed out: “Aggregate domestic profits are at near-record levels relative to GDP… High profits might be a sign of … Read more

Weekly Market Commentary 3/21/2016

Weekly Market Commentary 3-21-2016

The Markets There is ongoing debate about whether markets behave in rational ways. The efficient market hypothesis suggests it’s impossible to outperform the stock market because current share prices reflect all relevant information. In other words, stocks should always trade at fair value and it should be impossible to invest in a stock that is … Read more

Weekly Economic Update 3/21/2016

FEDERAL RESERVE SENDS A DOVISH SIGNAL The Federal Open Market Committee voted 9-1 to leave interest rates unchanged last week, and it also scaled back its rate hike expectations for 2016. The central bank’s latest dot-plot projects just two interest rate increases by the end of the year with a median forecast of 0.9% for … Read more

Retirement Newsletter March 2016

MONTHLY NEWS AND INFORMATION FOR CURRENT AND FUTURE RETIREES WHAT ARE THE BEST (AND WORST) STATES FOR RETIREMENT? Every year, consumer financial services website Bankrate.com tries to determine them through a survey of financial, health, and lifestyle factors. Its 2016 survey conveys a distinct message: for a nice retirement, avoid coasts and head west. For … Read more

Weekly Market Commentary 3/14/2016


The Markets Stim-u-late mar-kets! Come on! It’s monetary easing.* The European Central Bank (ECB) was singing a tune that invigorated financial markets last week. The Wall Street Journal explained: “The fresh measures included cuts to all three of the ECB’s main interest rates, €20 billion a month of additional bond purchases atop the ECB’s current … Read more

White House Proposes Changes to Retirement Plans

White House Proposes Changes to Retirement Plans

A look at some of the ideas contained in the 2017 federal budget. Will workplace retirement plans be altered in the near future? The White House will propose some changes to these plans in the 2017 federal budget, with the goal of making such programs more accessible. Here are some of the envisioned changes. Pooled … Read more

Monthly Economic Update March 2016

Monthly Economic Update March 2016

March 2016 THE MONTH IN BRIEF After a miserable January, the Dow Jones Industrial Average managed to gain 0.30% in February. While stock markets around the world struggled to advance, gold and oil rallied to a remarkable degree. U.S. economic indicators offered some bright spots, but also some disappointments. Housing indicators were mixed. Still, Wall … Read more