Resources
Reality Check
From the desk of Dan Seder, CFA, CMT, CFP® Yes, equities have rallied since the end of...
Who Says Indices Aren’t Actively Managed?
From the desk of Matt Mondoux, CFA, CMT, CFP® The Dow Jones Industrial Average (the...
New Fed Policy: Average Inflation Targeting
From the desk of Dan Seder, CFA, CMT, CFP® In a subtle but important change to policy, Fed...
S&P500 Market Capitalization
From the desk of Dan Seder, CFA, CMT, CFP® Apple (ticker: AAPL) recently topped $2 TRILLION...
Market Recovery
From the desk of Matt Mondoux, CFA, CMT, CFP® WOW! The S&P 500 clocked an all-time...
Continued Higher Retail Sales Numbers Point to Strengthening Consumer Economy
From the desk of Dan Seder, CFA, CMT, CFP® Is that stimulus check still burning a hole in...
Dan Gilbert, Detroit Native, Rockets to 28th in World Billionaire Ranking
From the desk of Hayden Kibbey, BCP Intern Dan Gilbert, Detroit native and founder of Rocket...
S&P 500 Equal Weight Points to Strong Market Rally
From the desk of Omar Ezz, CFP® It’s easy to dismiss the move off the March lows as...
Blue Chip Partners, Inc. Named to 2020 Financial Times 300 Top Registered Investment Advisers
::BLOCK:: ::CONTENT::GALLERY ::BLOCK:: July 30, 2020 – Blue Chip Partners, Inc. is...
Refinancers Beware
From the desk of Omar Ezz, CFP® When compared to today’s historically low 30 Yrs....
Market Breakout Confirmation
From the desk of Matt Mondoux, CFA, CMT, CFP® The basis for the stock market rally has more...
July 2020 Quarterly Commentary
Read Blue Chip Partners' July 2020 Quarterly Commentary through the attached file:
2020 Roth IRA Guidance
From the desk of Naoko McKelvey, CFP® You have until July 15th to make your 2020...
Report on Physical Bullion: An Emotional Investment
While gold can be a secure and appreciating asset during uncertain economic conditions, there are significant concerns related to the long-term ownership of physical bullion
Emerging Markets Continue to Face Headwinds
From the desk of Omar Ezz, CFP® Emerging Markets face several COVID-related headwinds (poor...
Record Spread Between Bond and Utility Yields
From the desk of Matt Mondoux, CFA, CMT, CFP® Utility stocks tend to be the most interest...
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...
Short Sellers Signal a Bull Market
From the desk of Dan Seder, CFA, CMT, CFP® Since the market bottomed in March, net shorts...
IRS announces new RMD rules for 2020
From the desk of Robert Steinberg, JD, CPA, CFP® Did you take a Required Minimum...
Fortune 500 CEOs Comment on COVID Aftermath
From the desk of Omar Ezz, CFP® While meaningful economic data has been published over the...

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