Investment Accounts and Taxes

Taxes are a fact of life, and investment accounts that are not an IRA or a Roth IRA can have an impact on your taxes. For non-retirement investment accounts, you will receive a 1099 at tax time that outlines the income that the account generated and categorizes that income since different types of investment income […]

Market Volatility Survival Guide

Market volatility,while never fun, is a fact of life. Over the years, we’ve written about market volatility now and then, usually as questions are coming in from clients asking what they should do with their portfolios when things aren’t steadily climbing.The answers that we write, generally, do not change from one market event to another. […]

Socks and Stocks: Why Market Volatility Can Be Your Friend

  “Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.” – Warren Buffett Nobody likes a volatile market. Behavioral economists have shown many different ways in which we feel psychological pain when we lose money (see my favorite non-investing investment book, Thinking Fast and Slow by Daniel […]

SEI Weekly Market Update

You can download SEI’s Weekly Market Update from this link: sei_weekly_market_update_16_dec_2016_us-2

Interest Rates, the Federal Reserve, and the Economy

The Federal Reserve announced on  December 14, 2016 that they were increasing the federal funds target rate by 0.25%. This move has been much anticipated and was certainly not a surprise, but does say a lot about the state of the economy and has long-term implications for both stocks and bonds. I thought I’d take […]

The Election and the Market

The presidential election is on everyone’s mind this fall, and many of our clients have expressed understandable concern about what effect the election will have on the stock market. Regardless of political leanings, many view the political situation as a sinking ship that will inevitably drag the market down with it. Not necessarily, if history […]

SEI Weekly Market Update 8/5/2016

US Stocks soared last week after a strong July jobs report, with the S&P 500 Index and the NASDAQ Composite Index posting new record highs. Meanwhile, US Treasury yields rose in anticipation that the strong jobs report may lead the Fed to increase interest rates down the road. Get the details here: WeeklyMarket_Update_US_20160805_20165172

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

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

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 […]