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What Makes the Stock Market Wobble?: Rising Interest Rates and Trade Wars, 5/2/2018

The stock market wobbles when the Federal Reserve consistently raises rates. This is normal as businesses and consumers need time to adjust to higher financing costs. In response to the Fed increases, the 10-year U.S. Treasury yield passed through the 3% threshold for the first time in four years. The yield on the benchmark 10-year …Read More

Market Analysis – July 2017

Thomson Reuters estimates that corporate earnings for the S&P 500 may again reach double digits for the second quarter of 2017. In the first quarter of this year, S&P 500 earnings grew by 15% compared to the first quarter of 2016. As of this date, with 60% of S&P 500 corporations reporting, the second quarter …Read More

Our Market Analysis for January 2017

Although still positive for the month, the so called Trump Rally took a breather in January. There is concern that Trump’s three business-friendly intentions for 1) tax reform, 2) looser regulations, and 3) infrastructure spending are being undermined by anti-immigration actions, protectionism, economic isolation, trade wars, and border taxes. The business and investor communities want …Read More

Market Analysis

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Best Quarter for U.S. Stocks Since 2009
April 5, 2019 The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the …Read More

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Flexibility Moves the Market Upwards
April 8, 2019 The U.S. stock market is celebrating its best start to a new year since 1987. Join Bell Investment …Read More

Publication

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Middle Retirement Planning
April 17, 2019 If you read financial planning textbooks, you might be left with the impression that people report …Read More

Latest News

2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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