Close
Election And Markets

Presidential Election and Markets

David Shotwell

There is no escaping this year’s Presidential election. Every television commercial, every spam robocall, every inch of our neighbor’s yard, reminds us that we must vote in November. As we meet with clients for reviews this fall, the question of what the election will mean for the markets and the economy looms in the background. […]

Read More
Outlive

Book Review: Outlive by Peter Attia, MD

David Shotwell

The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, healthcare for retirees is a […]

Read More
First Quarter 2024 Market Commentary And Current Economic Update

First Quarter 2024 Market Commentary and Current Economic Update

David Shotwell

The new year started with strong stock market returns, with the S&P 500, Nasdaq, European Stoxx 600, and Japanese Nikkei indices all making new record highs during the quarter. The broad MSCI All Cap World Index (MSCI ACWI) returned 8.2% for the quarter. As we roll into the year’s second quarter, the focus continues to […]

Read More
Blog How Presidential Elections Affect The Stock Market

Blog: How Presidential Elections Affect the Stock Market

David Shotwell

From our friends at Clearnomics… With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump seems inevitable with Trump currently leading many presidential polls among registered voters while Biden is raising and […]

Read More
Market Minute March 11

Market Minute Week of March 11, 2024

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Stock Market US markets were down last week while developed international stocks and emerging markets performed quite well. The MSCI EAFE index of […]

Read More
Market Minute Feb 20 24

Market Minute – Week of February 20

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Fickle Market The markets can be fickle, and we saw that on Tuesday last week when a slightly – higher than expected inflation […]

Read More
Market Minute Feb 12 24

Market Minute – Week of February 12

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Continued Highs The market indices continued to make new highs last week, despite FOMC chairman Powell’s comments last weekend that made it clear […]

Read More
Market Minute Feb 5 24

Market Minute – Week of February 5

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. The Federal Reserve Open Market Committee Rates were unchanged at last week’s meeting, which was pretty much expected. But Chairman Powell commented that […]

Read More
Market Minute Jan 29 24

Market Minute – Week of January 29

David Shotwell

Welcome to the “Market Minute” series! In this weekly blog post, Dave provides you with all the latest updates on market and economic trends that you need to stay on top of. Last week was another solid week for stocks in general, with the S&P 500 posting a gain of just over 1% and smaller […]

Read More