Midterm elections are fast approaching – how will the markets respond? Historically, the vast majority of midterm elections have led to a 6 month bump in market performance. Why? One theory is that investors have a renewed confidence in the economy after the new Congressional spending plans. With the promise of more money being spent […]
Has the Stock Market Bottomed Out?
It’s been a challenging year for Wall Street. Nasdaq has lost a third of its value so far, and the S&P 500 reported its worst first-half return since 1970. These responses aren’t a surprise, considering all the factors involved. Record-high inflation, increasing interest rates, Russia’s invasion of Ukraine and the still-lingering effects of the pandemic […]
How to Take Advantage of Your Solar Panel Tax Benefit
Leveraging large tax credits to improve your retirement can be a great idea. If solar makes sense for your home, then now is a good time to do it. Back in 2015, Congress extended the solar panel tax credit – also called the investment tax credit (ITC) for five more years. This credit makes solar […]
Quarter 2 review: 2019
Quarter 2 has come to a close, and what we’ve seen is much of a reflection of how the first quarter went. You can see the first quarter recap here. Quarter 2: Things are Looking Up The trend this year continues; markets around the world were on the upswing, especially equity markets. Some of the […]
The Inverted Yield Curve: What You Should Know
You may have heard a lot of talk about the yield curve inverting at the end of March, and what that could mean. Historically, an inverted yield curve has often signaled an upcoming recession. I’ll talk about the most recent inversion later, but first, here are some definitions to keep in mind. What is a […]