Blog

Refinancers Beware

From the desk of Omar Ezz, CFP® When compared to today’s historically low 30 Yrs. mortgage rate of ~3%, it’s hard to believe at one point over the past 50 years rates were above 18%. Refinancing is undoubtedly top of mind for many...

Market Breakout Confirmation

From the desk of Matt Mondoux, CFA, CMT, CFP® The basis for the stock market rally has more to do with accommodative monetary policy (e.g. Federal Reserve) and less to the fundamental backdrop of earnings and the economy. However, we believe...

2020 Roth IRA Guidance

From the desk of Naoko McKelvey, CFP® You have until July 15th to make your 2020 Roth IRA contribution. If you exceed the income limitations for making a Roth IRA contribution, the potential to tax-efficiently fund a Roth IRA may...

Emerging Markets Continue to Face Headwinds

From the desk of Omar Ezz, CFP® Emerging Markets face several COVID-related headwinds (poor healthcare infrastructure, relative lack of fiscal & monetary stimulus resources, low commodity prices, and dollar denominated debt while the...

Record Spread Between Bond and Utility Yields

From the desk of Matt Mondoux, CFA, CMT, CFP® Utility stocks tend to be the most interest rate sensitive of all domestic equity sectors. The chart below shows the historical 10-year relationship between the dividend yield of the S&P...

Most Bullish Day of the Year?

From the desk of Dan Seder, CFA, CMT, CFP® The first trading day of July is the most bullish day of the year, with the S&P 500 posting a median gain of 0.54% over the last 21 years, according to Jeff Hirsh (@AlmanacTrader). This day has...

Short Sellers Signal a Bull Market

From the desk of Dan Seder, CFA, CMT, CFP® Since the market bottomed in March, net shorts – as measured by S&P 500 future positions – have been at bearish levels not seen since 2011. Short positioning like this does not...

IRS announces new RMD rules for 2020

From the desk of Robert Steinberg, JD, CPA, CFP® Did you take a Required Minimum Distribution before the CARES Act suspended RMDs for 2020? The IRS and the Treasury Department released new guidelines on June 23rd extending the 60-day rollover...

Fortune 500 CEOs Comment on COVID Aftermath

From the desk of Omar Ezz, CFP® While meaningful economic data has been published over the past few weeks, sentiment among business leaders can provide valuable insights for investors into the long-term ramifications of the current pandemic....

Are We Heading Towards a Market Bubble?

From the desk of Hayden Kibbey, BCP Intern Jeremy Grantham, famed investor and chief investment strategist of asset management firm GMO, has called the current market a “Real McCoy” bubble. This has caused the financial media to pause...

Market Volatility Runs Both Ways

From the desk of Matt Mondoux, CFA, CMT, CFP® Downside volatility (and the Federal Reserve) once again reminded market participants to be mindful of the difficult recovery that exists ahead. U.S. Stock market saw it's worst drop on...

CARES Act Suspends RMDs for 2020

From the desk of Jonathan Johnson, CPA, CFP® The CARES Act eliminated an individual’s Required Minimum Distribution for the 2020 tax year from all qualified retirement accounts. Additional guidance by the IRS states that an individual...

June 2020 Fed Report

From the desk of Dan Seder, CFA, CMT, CFP® Here's what the Fed reported today from June's FOMC meeting: Growth: The Fed projects the US economy will contract by 6.5% in 2020. The anticipated recovery of 5% in 2021 is not enough...

More Evidence for the Bulls...

From the desk of Dan Seder, CFA, CMT, CFP® Is there a disconnect between the stock market and the real economy? While some wait for a “double-dip” in the S&P 500, underlying stock performance suggests the future is bright....

Is the S&P 500 Imbalanced?

From the desk of Dan Seder, CFA, CMT, CFP® Do you know what your index fund owns? A common misconception is that the S&P 500 equally represents the largest companies in America. The following pie chart should be a stark reminder of how...
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