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...
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...
2020 Roth IRA Guidance
From the desk of Naoko McKelvey, CFP®
You have until July 15th to make your 2020...
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)...
