A Person Using a Laptop with a Chart on Screen

Treasury Volatility Returns as Stocks Advance

Treasury yields surge while equity prices climb higher amid consumer strength. Key Observations The Treasury curve steepened during the month with a sharp rise in the 10-year and 30-year yields, pushing both to pre-pandemic levels. Equities rallied, notably small cap…

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Economic Activity Accelerates Heading into Spring

Key Observations March was another strong month for risk assets, particularly in the U.S. as vaccine manufacturing and distribution ramped up. Loosening COVID restrictions coupled with the new $1.9 trillion stimulus bill supported increased business activity and rising inflation expectations….

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Biden Administration Tax Proposals

What was announced, what was excluded, and what to keep in mind On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children, families and U.S. workers. The proposal would include…

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‘Normalcy’ Moves Markets Higher, but Concerns Rise

Key Observations Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. However, recent trends favoring the ‘vaccine trade’ areas of the market have reversed for the month with energy taking…

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Seeking Clarity on Tax Reform The Wait Continues…

This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare and various tax credits. The plan (as proposed) would largely be funded by additional taxes on high earners. Since…

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Reading and Writing and… Finances? The Case for Children Learning About Fiscal Responsibility

MPS LORIA’s work with families teaches us time and time again that one of the biggest risks to the continuation of wealth is not poor investment performance but the lack of preparedness in the inheriting generation. In this sense, the…

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Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone

Key Observations Global equity markets took a step back in November, with investors favoring safe-haven assets. Emergence of the new Omicron COVID variant and more hawkish comments by the Federal Reserve led to market volatility late in the month. U.S. political…

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Nine Moves to Consider Before Year-End

Year-end planning could prove more challenging in 2021, given continued uncertainty over tax reform. The social safety net and climate bill known as the “Build Back Better Act” (BBBA) has been tied up in negotiations for months, given competing priorities…

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Inflation, the Fed, Correction; Oh My!

Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major indexes sold off with some crossing into a technical correction….

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How Markets Behaved in Past Significant Virus Outbreaks

Learning from how past viruses impacted investing is critical to figuring out how to respond to this situation.  Bottom line, market sell offs were short term and followed by a stock market recovery.  Maintaining discipline over years and not months…

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Fed Goes to Zero, Reboots Quantitative Easing

In what shaped up to be a busy and sobering weekend for investors and concerned citizens alike, the Federal Reserve (The Fed) released a statement 3:00 p.m. (CDT) Sunday outlining three critical steps the Fed will take to support global…

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Speculation or Panic is Not a Strategy

We wanted to reach out to you due to the recent market sell-off.  After a very strong 2019 the stock markets were due for a pull back.  The question is what would be the catalyst for this sell-off?  It has…

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