The Week Ahead: July 19, 2021: Market Update, Investment and Portfolio Month, COVID-19 update, all this and more in The Week Ahead!
Article By Carson
CURRENT STATE OF THE MARKET (NEW)
Weekly Market Commentary 07.19.2021
U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound
Published by The Carson Group, LLC
Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in used vehicle prices…Read More
SUMMER VOLATILITY HEATING UP (NEW)
Summer Volatility Heating Up
Cetera Article provided by Taylor Financial Group
This summer and the second half of the year could be marked by more market volatility, as investors become less complacent about growing risks and momentum fades. Bond investors have been bidding up bond prices, sending 10-year Treasury yields lower, to under 1.3% (from 1.75% just a few months ago). This could be an ominous sign for the economy and equity investors are starting to take notice….Read More
SHOULD YOU BE CONCERNED ABOUT INFLATION (NEW)
Should You Be Concerned About Inflation?
Broadridge Resource provided by Taylor Financial Group
If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate of 5.0%, the highest 12-month increase since August 2008…Read
JULY IS INVESTING AND PORTFOLIO MONTH (NEW)
What Will Have The Least Tax Impact: Harvesting Capital Gains or Roth Conversions?
Checklist provided by Taylor Financial Group
You may often have outsized positions due to appreciation and large pre-tax retirement accounts. You may be looking to reduce portfolio risk and protect gains now, while also aiming to reduce your future income tax burden. Roth conversions and harvesting capital gains are two effective financial strategies that can achieve these goals; however, they accelerate income tax costs….Read More
How Teens Can Start Investing Through a Roth IRA
Kiplingers Article provided by Taylor Financial Group, LLC
By beginning to invest in a Roth IRA at an early age, today’s teens can become tomorrow’s millionaires. A Roth IRA can be a great way for a child or grandchild to begin saving for retirement while learning about investing. A child can utilize a Roth IRA as long as he has some kind of income for the year. If the child isn’t a minor, he can open a Roth IRA at an investment firm….Read More
GOLF CLINIC DAYS WITH TAYLOR FINANCIAL GROUP (NEW)
Each Golf Clinic is assigned on a first-come-first-serve basis so RSVP ASAP! And don’t forget Happy Hour (Or some extra holes after the clinic – up to you!)
Wednesday, August 4th, 8:45 – 9:45 am (Driving Range)
Wednesday, August 11th, 5:00 – 6:00 pm (Putting)
E-mail AnnMarie at [email protected] to reserve your Wednesday Clinic Tee Time with Rob, Debbie, or the team!
COVID-19 HEALTH AND WELLNESS (NEW)
Covid-19 When Will Life Return To Normal?
Economist Video provided by Taylor Financial Group
Past pandemics have transformed societies—and this time it’s no different. As restrictions ease, glimpses of a pre-pandemic world have begun to reappear. Will life ever return to normal? To answer this question, The Economist has devised a “normalcy index” to track how behavior has changed, and continues to change, because of the coronavirus pandemic…Watch Here
By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, A historically weak quarter, six months, and year for both stocks & bonds, is now behind us. With stocks and bonds both showing weakness, even a well balanced portfolio didn’t stand a chance for positive returns. As most of …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, There is a lot of pessimism in the markets right now. We know the list of concerns is long and includes an aggressive Federal Reserve agenda with a not-so-soft approach to a soft landing. Stagflation, ongoing China lockdowns, disrupted suppl …
By Debra Taylor, CPA/PFS, JD, CDFA™ ear Friends, Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is, the year isn’t over and we have several reasons why we believe the bulls shouldn’t throw in th …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, The S&P 500 is in a bear market, after closing on Monday, June 13th, with a greater than 20% decline from its recent peak. A look back at past bear markets shows that there is good news and bad news once the large-cap index has cr …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Stocks rallied hard the week of May 31st, as the S&P 500 Index broke a seven-week losing streak in resounding fashion. That strong week was followed by last week’s losses, creating a see-saw effect that has everyone wonderin …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …