U.S. earnings came to the rescue last week, enabling equity markets to post decent gains. Higher beta (Nasdaq, Mid Caps, Small Caps) and cyclicals (Industrials, Consumer Discretionary, Technology) led the way. Interest rates stayed relati [...]

The holiday shortened week saw volatility rise, equity markets pull back, and demand for safe haven bonds drive interest rates down to levels not seen since November, prior to the Fed’s recent two rate hikes. The drivers were a mix of med [...]

Markets turned in mixed results in a week where there were ample market and geopolitically oriented events. Equity markets received the week with mixed feelings as large caps moved mostly sideways while small caps lost tangible ground. Eu [...]

U.S. stocks bounced last week, particularly small cap names, and regained some of the soft losses experienced in the prior week. Small caps and energy stocks both gained well over 2% while defensive sectors such as utilities, telecoms, an [...]

Last week was eventually going to happen. The S&P 500 experienced its first 1% drop since 10/11/16, one percent declines typically happen every couple weeks. The failure in DC to produce any results on health care reform factored into [...]

A Qualified Charitable Distribution (QCD) is a direct transfer of funds and/or assets from your IRA custodian directly to a qualified charity. QCDs count toward your annual required minimum distribution (RMD) as long as certain rules are [...]

U.S. equity markets lost ground for the first time since January in a week that represented the eighth anniversary of the best buying opportunity in your lifetime, March 2009. A strong February jobs report was not enough good news to coun [...]