Newsletters and Market Updates
Quarterly Newsletters and Market Updates are written by Michael and Sara, the last year posted below.
2nd Quarter Newsletter 7-17-2020
Topics:
- Benchmark Returns as of 6/30/2020.
- Financial Markets Summary.
- Michael's FAQ #1: What are the facts about COVID-19?
- Michael's FAQ #2: Disconnect between financial markets and the economy?
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
Market Update 5-29-2020 “Values time to shine.”
Topics:
- Definition of growth and value stocks.
- Why did growth outperform value stocks?
- Why would growth stocks lose their luster?
- Why would value stocks outperform growth stocks in the future?
- Summary.
- Business Update.
Market Update 5-18-2020 “We're not in Kansas anymore...”
Topics:
- U.S. unemployment.
- U.S. debt levels after stimulus packages.
- Risks outside of the Coronavirus.
- Business update.
Market Update 5-5-2020 “Are we there yet?”
Topics:
- Negative oil prices.
- Coronavirus vaccine or bust?
- Thoughts on a market bottom.
- Thoughts on future inflation food shortages.
- Business update.
1st Quarter Newsletter 4-17-2020
Topics:
- Benchmark Returns as of 3/31/2020.
- Financial Markets Summary.
- Michael's FAQ #1: What the heck happened in February and March?
- Michael's FAQ #2: What is in the CARES Act and how does it affect me?
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys and Morgan’s Menus.
- Our Appreciation and Disclaimers.
Market Update 3-23-2020 “A Perfect Storm of Storms.”
Topics:
- Coronavirus
- Oil
- European Central Bank
- Federal Reserve
- Federal Government
- Suggestions and Optimism
- Office - Social Distancing
Market Update 3-16-2020 “Coronavirus, Oil and Social Distancing.”
Topics:
- Coronavirus / COVID 19
- Oil
- Office - Social Distancing
Market Update 3-10-2020 "Just the facts, ma'am."
Topics:
- Effects and repercussions of March 9th
- Analysis of other major declines in the stock market
Market Update 3-5-2020 "Roller coaster rides are supposed to be fun."
Topics:
- Federal Reserve rate cut
- Short-term outlook
- Long-term outlook (inflation)
Market Update 2-25-2020 "Every time we go on vacation."
Topics:
- Coronavirus
- Fallen Angels
- New low interest rates in the 30-Year Treasury Bonds
- Trend lines
Market Update 2-3-2020 "Coronavirus"
Topics:
- Coronavirus vs. Influenza (Flu)
- Financial Markets Reaction
4th Quarter Newsletter 1-17-2019
Topics:
- Benchmark Returns as of 12/31/2019.
- Financial Markets Summary.
- Michael’s FAQ #1: How does the SECURE Act affect me?
- Michael’s FAQ #2: Can my Required Minimum Distributions go to charities?
- Michael’s FAQ #3: What is going on in the stock market?
- Michael’s FAQ #4: Doesn't the low unemployment rate mean the economy is strong?
- Michael’s FAQ #5: Thoughts on 2019, 2020 and the new decade.
- Sara’s News You Can Use: Life and Legacy Planning.
- Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
3rd Quarter Newsletter 10-10-2019
Topics:
- Benchmark Returns as of 9/30/2019.
- Financial Markets Summary.
- Michael’s FAQ #1: What are the chances a recession is imminent?
- Michael’s FAQ #2: What is the latest with the inverted yield curve?
- Michael’s FAQ #3: What are Central Banks doing and how does it affect you?
- Michael’s FAQ #4: What are some guidelines to follow if we are headed for a recession?
- Sara’s News You Can Use: Medicare enrollment.
- Business Update, Jillian’s Journeys, Morgan’s Menus, Our Appreciation, and Disclaimers.
Market Update 8-16-2019 "And you thought August would be quiet."
Topics:
- Federal Reserve cuts interest rates.
- U.S. / China trade war escalates.
- Other events.
- 2 dancers by a cliff.
- Global Refinance.
2nd Quarter Newsletter 7-10-2019
Topics:
- Benchmark Returns as of 6/30/2019.
- Financial Markets Summary.
- Michael’s FAQ #1: Why are normally conflicting assets moving together?
- Michael’s FAQ #2: Positive scenario to the current situation?
- Michael’s FAQ #3: Guidelines if we are headed for a recession?
- Sara’s News You Can Use: How to eliminate spam phone calls.
- Business Update, Morgan’s Menus, Jillian’s Journeys, Thank You, and Disclaimers.
Market Update 6-4-2019 "5 Days of Surprises."
Market Update that discusses the financial events between May 30th to June 3rd.
- President Trump possibly places tariffs on Mexico.
- The United States pulled its preferential trade status for India.
- The Federal Trade Commission and Department of Justice are conducting investigations into Google, Amazon, Facebook and Apple.
- China threatens retaliation against U.S. companies over Huawei.
- The Trump Administration considered placing tariffs on Australian imports.
Market Update 5-6-2019 "Tweets, Trade, Tariffs... Oh My"
Market Update that discusses the current state of trade negotiations between the United States and China.
- What are tariffs?
- What does it all mean?
- Could this go bad?
- Could this go well?
1st Quarter Newsletter 4-10-2019
Topics:
- Benchmark Returns as of 3/31/2019.
- Financial Markets Summary.
- Michael’s FAQ #1: Are the financial markets more volatile than usual?
- Michael’s FAQ #2: What are your thoughts on global interest rates?
- Sara’s News You Can Use: Medicare.
- Business Update, Thank You and Disclaimers.
Market Update 2-6-2019 "Inflection Point"
Market Update that discusses the current market and the possible future scenarios.
- Why financial markets could turn negative?
- Why could the market keep grinding higher?
4th Quarter Newsletter 1-10-2019
Topics
- Benchmark Returns as of 12/31/201.
- Financial Markets Summary.
- Michael's FAQ #1: What happened to the stock market in the 4th quarter?
- Michael's FAQ #2: What does the chart of the S&P 500 look like now?
- Michael's FAQ #3: What might determine if the stock market can stay above it Uptrend Line?
- Michael's FAQ #4: Why did you think the markets could drop because of Central Banks?
- Michael's FAQ #5: Predictions.
- Sara's News You Can Use: Medicare.
- Business Update, Thank You and Disclaimers.