Financial Planners
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. S3E25 – Q2 2024 Review and Q3 Outlook Stock and bond returns were mixed overall for the second quarter. The broad US indices continued to push higher in the second quarter of 2024, […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_E15.mp3Podcast: Play in new window | DownloadIn this episode, we kick off with a warm welcome and jump straight into our Q1 quarterly review followed by the Q2 outlook. Despite entering the year on a shaky start, Q1 turned out exceptionally well, building on the achievements of a strong 2023. […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3E2.mp3Podcast: Play in new window | DownloadJoin Dave and Nick as they review 2023’s fourth-quarter economy and give a current market update. We do this once a quarter to go through and see what happened last quarter and talk about what that potentially means for the future. Watch on YouTube […]
The end of 2023 saw a strong rally in both the stock and bond markets, capping off a surprisingly positive year. The broad US market rallied 12.1% in the quarter, capping off a 26% return for all of 2023. Meanwhile, the US Aggregate Bond Index rose 5.4% for the quarter […]
It’s Thanksgiving time, and I have plenty to be thankful for this year as always. Somewhat surprisingly I can count the economy and markets as part of that list. This has been a strange year for investors. When markets are strong, it’s not uncommon for there to be a disconnect […]
As I’m writing this, the conflict in the Middle East following the Hamas attacks on Israel earlier this month has captured the headlines and taken investor attention from the banal interest rate/inflation discussion that has been ongoing for close to two years now. This brings new uncertainty into the short-term […]
Although they left their interest rate target unchanged at their September meeting, the Federal Open Markets Committee continues to fight inflation, signaling their plan to keep rates higher for longer than anticipated. A historically strong labor market, along with rising oil prices indicate that inflation is still stronger than they […]
I used to play a game with a lot of my older clients: they’d come into the office and tell me how lousy everything was these days, how much worse the world had become. These were people who had lived through the Great Depression, World War 2, the Cuban Missile […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_129.mp3Podcast: Play in new window | DownloadThe year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market continued its current roll last quarter. US stocks, as measured by the Russell benchmarks, were positive across the board for the quarter, year to […]
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