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SEI Weekly Market Update 07/22/2016

The US stock market continued to rise last week, with the S&P 500 again making a record high on Friday. Meanwhile, global bond markets fell slightly, with high yield bonds performing best. Download the full report here: SEI_Weekly_Market_Update_22_07_15_US

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SEI Market Update 07/15/2016

Global markets continued to rise last week, led by emerging markets. The S&P 500 posted an all-time high early in the week. Meanwhile, bond prices fell slightly. US Treasury yields rose as global economic fears lessened a bit. Get the details here: SEI_Weekly_Market_Update_07_15_16_US

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How Do Bonds Work? Price and Yield

Over the last few weeks, the bond market has been in the news a lot as the yield on Treasury Notes has reached record low levels. As I talk to clients, I have found that a lot of people don’t understand the relationship between bond prices and yields, and how the bond market behaves. A […]


SEI Weekly Market Update 7/8/2016

Both stock and bond markets continued to rise during the first week of July. The S & P 500 index hit a record high, while the yield on 10-year Treasury Notes recorded a record low following a stronger than expected jobs report and word from the Federal Reserve that they did not expect to raise […]


SEI Weekly Market Update 07/01/2016

Global stock markets bounced back last week as fears about the economic impacts of the “Brexit” vote subsided. Meanwhile, global bond prices continued to rise as well, pushing yields on the US Treasury 10 year notes and 30 year bonds to all-time lows. Get the details here: SEI_Weekly_Market_Update_US_201607012016_US


Thoughts on “Brexit” from Shotwell Rutter Baer

As everyone is aware, the decision by British voters to leave the European Union roiled the markets on Friday. In the short term, it is very unclear what this decision will mean for the United Kingdom, Europe, and the global economy. By some estimates it will take more than a year – maybe two – […]


Tax Managed Investing

Once you have established contingency funds and adequately funded your retirement accounts, you can consider starting a taxable portfolio. Investing in a taxable portfolio, particularly for high-income investors, can be much more nuanced than investing in an IRA or an employer retirement plan. Every investment must be reviewed not only for its potential investment return, but […]


Understanding Mutual Fund Expenses

All mutual funds, regardless of whether or not they have a sales charge, include internal expenses. The internal expenses cover the mutual fund’s overhead and can include everything from office space and research staff to extra compensation to a broker selling a fund to clients. While internal expenses can’t be entirely avoided, they should at […]


The New Fiduciary Standard for Retirement Accounts

You may have heard a lot of talk in the news lately concerning the Department of Labor Fiduciary Rule, sometimes called the DOL Rule for short. The Department of Labor has issued a regulation that revises the definition of investment advice as it relates to retirement accounts. The new rule requires that all advisors who offer advice […]