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Weekly Market Review – 6/10/2019

Equity markets rallied, bond yields fell, and the curve became a bit more inverted last week on hopes the Fed may respond to a cooling of global economic growth and risks of rising trade tensions with rate cuts.  Declines in the short end of the curve and the USD are reflecting that higher likelihood of…
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Saving for College: Students, Parents & Grandparents

The college graduate’s average student loan debt currently hovers between $30,000 and $40,000. That is a daunting amount for anyone to deal with immediately after walking across a stage. Luckily, there are ways to more efficiently pay off student loans. Plus, parents and grandparents can help lower this burden for future college students by saving…
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Weekly Market Review – 6/3/2019

It was a flight to quality holiday shortened week driven primarily by the uncertainty surrounding U.S. trade ‘negotiations’ with global counterparties.  Risk markets are coming to terms with the notion that long-established stability and incremental negotiations in international trade policy are no more. Bond yields, U.S. treasury rates, and oil all fell sharply while select…
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Weekly Market Review – 5/28/2019

Tariffs, trade rhetoric, and the suggestion of more Huawei type sanctions drove equity markets (DJIA) to a fifth consecutive weekly loss for the first time since 2011.  Growth stocks have borne the brunt of the selling, but market breadth has remained respectable. Oil posted its worst week of the year due to global growth concerns…
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Weekly Market Review – 5/20/2019

Politics rippled through market psyche last week with tariff wars and possible preparation for conflict with Iran rippling through the headlines.  Markets seemed more willing to absorb the stress after Monday’s 2%+ decline. Large cap U.S. markets finished -0.70% while small caps couldn’t recoup as much, finishing -2.37%.  Interest rates fell across the curve leaving…
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Weekly Market Review – 5/13/2019

POTUS tweets on Sunday declaring new tariffs by week’s end put a charge of volatility into equity markets.  It was the biggest weekly drop this year which would otherwise would have been pretty quiet with a light economic calendar and wind down of Q1 earnings.  The trade war headline (an increase from 10% to 25%…
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Complicated Lives Need Sophisticated Financial Solutions

We’re reminded every day at Insight that we have the opportunity to work with an amazing group of clients.  Their experiences are diverse and interesting. They are CEOs, entrepreneurs, doctors, lawyers, teachers, etc.  But they all have one thing in common: their financial pictures are complicated. And complicated situations demand sophisticated solutions. There isn’t a…
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Weekly Market Review – 5/6/2019

Last week brought a very busy economic calendar, continuation of U.S.-Sino trade talks, peak Q1 earnings reports, and a widely watched FOMC meeting.  FOMC related volatility mid-week was washed out by week’s end with a goldilocks April employment report and supportive earnings reports. Market Anecdotes FOMC meeting delivered a unanimous 10-0 vote to keep rates…
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Reactive vs Proactive Tax Strategy

It’s May – and you’re likely very happy to have tax season behind you.  We know better than most how frustrating tax filing can be for many taxpayers.  The rush to get materials together, finding time to meet with your accountant, and – possibly – scrounging up money to pay your tax bill. Let me…
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Weekly Market Review – 4/29/2019

Last week brought new record highs in the S&P 500 and NASDAQ for the first time since last September and a fresh leg down in bond yields.  Subdued business and personal spending along with muted inflation data in the Q1 GDP report gave investors confidence that the Fed will remain on the sidelines and drove…
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