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Q2 2022 Economic and Market Update

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As the S&P 500 briefly dipped into bear market territory last week before rebounding, it became the last major index to breach the technical definition of a bear market, which is a fall of 20% or more from its all-time highs. Although not all markets move in unison, year-to-date returns still tell a mixed and […]

Markets Beginning to Worry About Recession Risk

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Yesterday’s market swoon, the largest daily decline in almost two years, was fueled by concerns that some of the ugliest earnings reports from retailing powerhouses like Walmart and Target will spread to other types of businesses. While much of the data seems to indicate that household balance sheets remain strong, and retail sales earlier this […]

Podcast: What could recent market losses mean for the rest of 2022?

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(A written transcript of the podcast is available here.) One thing’s for sure when it comes to the markets: We’re not in Kansas anymore. You’re probably not surprised to hear that stocks are having the worst start to a new year since 1939. For perspective, that’s the year “The Wizard of Oz” hit movie screens […]

How did you fare with your 2021 taxes?

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As we wrap-up the 2021 tax season, you may have heard stories from friends or coworkers about an unexpected tax bill. Or maybe you yourself were surprised after meeting with your tax professional. Sometimes there are unavoidable tax events like selling a business, property, or receiving a payout or unexpected bonus from your company. Oftentimes […]

Market Volatility Makes a Return with Rising Interest Rates

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The anticipation for extremely aggressive monetary policy from the Federal Reserve as it tries to rapidly normalize interest rates is impacting many corners of the financial markets – especially higher growth assets whose perceived earnings are not expected until further out into the future. While investors in stocks seem to have initially shrugged off the […]

Podcast: Market Update and the Role of Bonds in Portfolios

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In the first quarter of 2022, the markets were fairly volatile with rising inflation as well as the first land war in Europe since World War II. Bonds, in particular, experienced their worst quarter in 40 years, although the stable nature of bonds still don’t compare to the volatility of stocks. As these historical events […]

Podcast: How are recent world events impacting the financial markets?

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The invasion of Ukraine, rising inflation, and anticipated interest rate increases continue to spark considerable market volatility – but what does a historical perspective tell us about what could happen next? JNBA President Kim Brown and Senior Advisor and Investment Strategist John Foster discuss how global events are impacting the markets right now, and what […]

Ongoing Developments from Russia Invasion

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There is no doubt that the ongoing developments in Russia and Ukraine are not only fluid, but also unprecedented in recent history. While our hearts certainly go out to all the individuals and families impacted by the humanitarian crisis overseas, one of our core job functions, and why people hire us, is to analyze the […]

Market Volatility Increases with Russia Invasion

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Financial markets do not like uncertainty. Having struggled with an unfamiliar pandemic over the last couple of years, followed by a resurgence of inflation and now a hawkish Federal Reserve likely on the verge of hiking interest rates in March, investors are increasingly on edge over what a Russian invasion of Ukraine means to them […]

Q1 2022 Economic and Market Update

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Financial market volatility resurfaced last month with stocks falling the most since March 2020 as elevated inflation (+7.5% year-over-year in January), rising interest rates, and waning central bank support all combined to dent consumer sentiment while clouding otherwise positive jobs data and earnings reports. Markets have recovered a portion of their losses through mid-February, but […]