“The four most dangerous words in investing are ‘this time it’s different.’” Sir John Templeton is known for coining this famous phrase, and over the last few months, the stock market has been moving in a more positive direction. The S&P 500 gained 9.1% in July; history tells us this could be just the beginning. […]

It’s been a tough first half of the year for investors. The stock market has endured its worst performance since the early 1970s due to a perfect storm of factors, including historically high inflation, global macroeconomic challenges, and organic corrections following the trillions in pandemic stimulus money printed. The silver lining is that this market […]

Over the last quarter, the VIX volatility index rose sharply due to all the uncertainty in the market. This month we want to discuss volatility’s role in the markets and what you need to know to understand how volatility impacts prices. We use volatility to measure the amount of risk in the capital markets. It […]

As the Russian invasion of Ukraine plunged the global markets into a frenzy, we must discuss how international conflicts impact the U.S. stock market. On the surface, it would appear that global conflict would harm stock prices. After all, who wants to invest in a company whose another country might target products or services in […]

Market corrections draw attention from everyone; speculators, investors, retail traders, and anyone else you can think of probably has an opinion on when the next market downturn will be and its overall economic impact. While we diligently watch the global markets, we want to highlight some statistics that are not as exciting as predicting the […]

Congress passed the Bipartisan Infrastructure Deal (Infrastructure Investment and Jobs Act) on November 6th. This $1.2 trillion package is one of the largest ever passed, and it represented a key economic milestone for The Biden Administration. According to the White House, the bill will “rebuild America’s roads, bridges, and rails, expand access to clean drinking […]

The London interbank offered rate (LIBOR) is one of the most famous and essential financial benchmarks in the world because it dictated how interest rates change for both commercial and consumer debt. However, after a series of scandals and a lack of quantitative substance, the secured overnight financing rate (SOFR) will replace LIBOR in the […]

June ended on a strong note for stocks, as the banking sector led the S&P 500 to a record high, making it the 33rd time this year that the index reached a new record. This was the fifth straight month of gains for the S&P, which has already gained 14% on the year. Stocks were […]

The Federal Open Market Committee decided in April that now is not the time to raise interest rates. The FOMC cited the need to continue helping in the coronavirus economic recovery along with low levels of inflation as reasons for their decision. However, Federal Reserve chairman Jerome Powell and the committee were optimistic as to […]

For months many have wondered if inflation will start to become a problem. And while the United States has yet to see inflation become a real problem yet, over in Europe, inflation has become a real issue. In March, the Eurozone saw its highest inflation since the start of the pandemic. Consumer prices across the […]