Resources
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...
Are We Heading Towards a Market Bubble?
From the desk of Hayden Kibbey, BCP Intern Jeremy Grantham, famed investor and chief investment...
Record Amounts of Cash Sidelined in Post-COVID Market
From the desk of Matt Mondoux, CFA, CMT, CFP® Today’s Wall Street Journal highlights...
Market Volatility Runs Both Ways
From the desk of Matt Mondoux, CFA, CMT, CFP® Downside volatility (and the Federal Reserve)...
Financial Advisors Add Value During Current Market Volatility
From the desk of Robert Steinberg, JD, CPA, CFP® Early in my career, I learned that it is...
CARES Act Suspends RMDs for 2020
From the desk of Jonathan Johnson, CPA, CFP® The CARES Act eliminated an individual’s...
June 2020 Fed Report
From the desk of Dan Seder, CFA, CMT, CFP® Here's what the Fed reported today from...
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...
More Evidence for the Bulls...
From the desk of Dan Seder, CFA, CMT, CFP® Is there a disconnect between the stock market...
May Jobs Report a Major Surprise - Evidence of a Turning Point?
From the desk of Dan Seder, CFA, CMT, CFP® The Bureau of Labor Statistics May employment...
Will Value Stocks Outperform Growth Stocks?
From the desk of Matt Mondoux, CFA, CMT, CFP® Did we just witness a “blow-off...

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