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Newsletter Archive

  • September 2017 Market Commentary
  • Cryptocurrency Q&A
    With cryptocurrencies’ meteoric rise, most notably bitcoin since late 2013, many investors have questioned whether cryptocurrencies should be considered a distinct and prudent asset class. Today the non-physical and encrypted online currency is categorized as…
  • The Equifax Data Breach: What Happened & What You Can Do Now
    The Equifax Data Breach: What Happened & What You Can Do Now By Nicholas Breit, CFA, CFP®, Senior Consultant & Financial Planning Practice Leader September 18, 2017   What Happened On September 7th, Equifax shocked…
  • Market Performance Amid Geopolitical Crises
    North Korea. Afghanistan. Syria. With geopolitical crises dominating the news-cycle seemingly daily, we reviewed historical data to gain a better understanding of financial market performance during volatile periods in history. We link these historical observations…
  • August 2017 Market Commentary
  • July 2017 Market Commentary
  • Market at New High! Should I Care?
    As equity markets continue to climb, investment news outlets are seemingly awash with headlines of markets reaching new highs. Whether implicit or explicit in the article, these headlines are serving as warning signals to investors. Like…
  • VIDEO: Q2, 2017 Quarterly Update
  • June 2017 Market Commentary
  • VIDEO: Goal Planning
  • BABY NEWS!
    We are pleased to announce the arrival of  Hayden Reese Bollweg!  John Bollweg & his wife welcomed their second child into the world on 06/23/2017.  Mom, Dad & Baby are all doing great! 
  • May 2017 Market Commentary
  • VIDEO: GRADUATING INTO FINANCIAL FREEDOM
  • April 2017 Market Commentary
  • Feed My Starving Children Event 05/1/2017
    On Monday, May 1st, the entire MPS LORIA team participated in a packing event for Feed My Starving Children(FMSC), a non-profit organization that provides nutritionally complete meals for malnourished children in the most severe circumstances…
  • VIDEO: Q1, 2017 Quarterly Update
  • Passive Investing is Not a Passive Exercise
    Passive Investing is Not a Passive Exercise
  • VIDEO: Estate Planning 201
  • March 2017 Market Commentary
  • What It Means to be a Fiduciary
  • Ready...Set...Hike
  • February 2017 Market Commentary
  • January 2017 Market Commentary
     
  • VIDEO: Quarterly Review - 12/31/2016
  • 4th Quarter Market Commentary
    Domestic equity indices finished higher for the quarter while international developed and emerging markets both declined. Fixed income indices ended the quarter mostly lower during the three months with the exception of U.S. high yield.…
  • No Surprise: The Fed Raises Rates
  • November 2016 Market Commentary
    Domestic equity indices finished sharply higher for the month while international  developed and emerging markets declined. Both global and domestic fixed income indices experienced negative returns. Returns across asset classes were largely linked in some form…
  • October 2016 Market Commentary
    Domestic and international equity indices finished lower for the month with the exception of emerging markets, which was fairly flat. Most global fixed income indices experienced negative returns. With the Fed remaining on the sidelines until…
  • VIDEO: Quarterly Review - 09/30/2016
  • 3rd QUARTER 2016 MARKET COMMENTARY
    Domestic and international equity indices finished the quarter higher. Global fixed income indices experienced gains as well, adding to what has already been strong year-to-date performance. Commodity and real estate sectors, which have also performed well…
  • August 2016 Market Commentary
    Domestic and international equity indices generally finished the month higher. Global fixed income indices experienced mixed returns as markets were range bound throughout the month. Central banks remained in focus as leaders from around the globe…
  • July 2016 Market Commentary
    Domestic and international equity indices posted strong returns notwithstanding heightened volatility. Global fixed income indices also experienced broad gains as markets rallied throughout the month. Central banks continued to be accommodative as geopolitical events throughout the…
  • VIDEO: Quarterly Review - 06/30/2016
  • SECOND QUARTER MARKET COMMENTARY
    Domestic equity indices finished the quarter higher, while international markets ended mixed. The UK’s exit from the European Union dominated headlines throughout the last part of the quarter. Strong equity markets leading into the vote suggested…
  • VIDEO: Saving for the Next Generation: UTMA VS. 529 Plans
  • VIDEO: Brexit Update
  • VIDEO: Interesting Times for Fixed Income
  • VIDEO: Estate Planning 101
  • VIDEO - 1st Quarter 2016 Review
    Click here to watch.
  • May 2016 Market Commentary
    Domestic equity indices finished the month higher, while international markets posted lower returns. Heightened volatility in currency markets was a headwind to performance for dollar sensitive asset classes including commodities, unhedged foreign bonds and local currency…
  • April 2016 Market Commentary
    Domestic equity indices finished the month mixed, while international developed markets ended higher. The falling U.S. dollar continued to reverberate across markets, especially unhedged developed fixed income and local currency denominated emerging markets debt, both of…
  • 1st Quarter 2016 Market Commentary
    Domestic equity indices finished the quarter mixed following a period of heightened volatility to start the year. International markets also faced dispersion as developed nations struggled with higher debt burdens and lower growth. Emerging markets benefited…
  • February 2016 Market Commentary
    Domestic equity indices stabilized throughout February providing investors a brief reprieve from the heightened volatility to start 2016.  International markets proved less resilient, experiencing losses due to ongoing concerns surrounding global growth. Fixed income indices…
  • January 2016 Market Commentary
    Global equity indices fell precipitously to start 2016 as investors, hit by renewed fears of slowing global growth, engaged in risk-off trading activity by shifting capital to safe haven securities and currencies. Weak economic data and…
  • 4th Quarter Market Commentary
    Global equity indices advanced during the fourth quarter, gaining back much of the ground that was lost throughout the third quarter. Fixed income indices experienced little volatility despite the Fed’s decision to raise rates for…
  • November Market Commentary
    U.S. equity markets were muted throughout November as investors remained wary of risk assets. Conversely, overseas markets experienced headwinds as mixed economic data, coupled with heightened geopolitical risk, weighed heavily on investor risk appetite for international securities.…
  • October Market Commentary
    Global equity markets rallied throughout October as the Federal Reserve maintained its dovish stance towards interest rates. Additionally, concerns surrounding a “hard landing” in China subsided causing international and emerging markets indices to regain a portion…
  • 3rd Quarter Market Commentary
    Global equity indices experienced broad declines throughout the third quarter as heightened concerns surrounding global growth and strong geopolitical headwinds weighed heavily on returns. Risk-off trading heightened demand for safe haven assets, sending the U.S. dollar, Treasuries…
  • August 2015 Market Commentary
    Global indices fell throughout August as concerns surrounding growth in China, the world's second largest economy, rippled across capital markets causing many investors to shed risk assets amid heightened volatility. Wary of a slowdown in…
  • July 2015 Market Commentary
    U.S. and overseas equity markets were mixed throughout the month as global macro headlines continued to be front of mind for investors.  Events throughout the developing world and commodity markets were strong headwinds to risk…
  • June 2015 Market Commentary
    Global equity indices experienced gains throughout the second quarter despite mixed readings from various economic indicators. Fixed income and alternative asset classes faced strong headwinds due to heightened risk as geopolitical and macroeconomic headlines were front of…
  • May 2015 Market Commentary
    U.S. equity markets posted broad gains throughout May while overseas indices were mostly negative. Macroeconomic events continued to dominate headlines as a stronger U.S. dollar had broad implications for various asset classes. For the month, the…
  • April 2015 Market Commentary
    U.S. and overseas markets were mixed throughout April as competing economic data throughout the world’s developed economies gave many investors pause. Global macro headlines continued to dominate the investment landscape causing an increase in volatility. For…
  • 1st Quarter 2015 Market Commentary
    Securities markets experienced heightened volatility throughout the first quarter as mixed economic data, fiscal, and monetary policy divergence suggests a decoupling of select economies. Equity indices posted gains despite these headwinds as investors continue to scour markets…
  • February 2015 Market Commentary
    U.S. and overseas equity markets advanced during February as lower energy prices continued to benefit the bottom lines of many companies. Additionally, several central banks increased economic stimulus programs to spur economic growth. For the…
  • Baby News
    We are pleased to announce the arrival of Abigail (Abby) Virginia Allison!  Colleen Allison & her husband welcomed their second child into the world on 02/27/2015.  Mom, Dad & Baby are all doing great! 
  • Baby News
    John Bollweg and his wife welcomed their first child into the world on 02/17/2015.  We are pleased to announce the arrival of Mackenzie Jean!  Dad, Mom & Baby are all doing wonderful.
  • January 2015 Market Commentary
    U.S. stock indices declined throughout January while overseas performance was mixed. Volatility returned to markets as energy prices continued to fall while select nations continued to grapple with elevated debt levels and mixed economic readings. For…
  • 4th Quarter Market Commentary
    U.S. equity indices reached new all-time highs throughout the fourth quarter while overseas markets continued to disappoint. The U.S. economic expansion gained momentum while other nations continued to grapple with below average growth rates, suggesting a…
  • November 2014 Market Commentary
    U.S. stock indices reached new all-time highs in November while overseas returns were mostly positive. The U.S. economy continued to show signs of increased strength, while central banks around the world reiterated their commitment to ongoing…
  • October 2014 Market Commentary
    U.S. stock indices reached new all-time highs in October while overseas returns disappointed. The U.S. continued on the path of recovery while other nations experienced significant headwinds, suggesting a decoupling of the world’s economies. For the…
  • 3rd Quarter Market Commentary
    U.S. and overseas equity markets experienced increased volatility throughout the third quarter as mixed economic reports heightened investor concerns over a global growth slowdown. For the quarter, the S&P 500 Index advanced 1.1% while the Russell…
  • August 2014 Market Commentary
    U.S. stock indices reached new highs during August while international market returns were more mixed. Heightened geopolitical tensions and varied readings from economic indicators increased volatility globally. For the month, the S&P 500 Index gained 4%,…
  • July 2014 Market Commentary
    U.S. and international stocks were mixed as volatility remained heightened amid worsening geopolitical tensions throughout the world and worries about rising interest rates. For the month, the S&P 500 Index fell 1.4%, while the Russell 2000…
  • 2nd Quarter 2014 Market Commentary
    U.S. and overseas equity markets posted gains during the second quarter despite headwinds from mixed economic data and heightened geopolitical tensions throughout the world. For the quarter, the S&P 500 Index and the Russell 2000 Index…
  • May 2014 Market Commentary
    U.S. and international stocks advanced during May and volatility remained heightened amid escalating geopolitical tensions throughout the world. For the month, the S&P 500 Index rose 2.4%, while the Russell 2000 Index of smaller companies ended…
  • April 2014 Market Commentary
    U.S. and overseas stocks posted mixed results during April. Meanwhile, volatility remained heightened as tensions between Russia and Ukraine escalated. For the month, the S&P 500 Index rose 1%, while the Russell 2000 Index of smaller…
  • TD Ameritrade Client Web Access
    TD Ameritrade recently sent us an update on login and security enhancements that will be added to Advisorclient.com in early June.  Click here to read the details.  If you are currently using Advisorclient.com to access your TD Ameritrade…
  • 1st Quarter 2014 Market Commentary
    U.S. and overseas equity markets generally posted gains during the first quarter as major central banks around the world remained committed to accommodative monetary policy. For the quarter, the S&P 500 Index and the Russell…
  • February 2014 Market Commentary
    U.S. and overseas stock markets moved higher during February as the major central banks around the world remained committed to accommodative monetary policy. For the month, the S&P 500 Index and the Russell 2000 Index…
  • January 2014 Market Commentary
    U.S. and overseas stock markets moved lower as volatility spiked, particularly in the emerging markets, as the Fed further pared back its bond buying program by an additional $10 billion to $65 billion - $30…
  • 4th Quarter 2013 Market Commentary
    U.S. and overseas equity markets generally posted gains during the fourth quarter as the Federal Reserve announced a reduction in its asset purchase program. Investors appeared to interpret the move as a sign the U.S.…
  • 3rd Quarter 2013 Market Commentary
    U.S. and overseas markets posted gains during the third quarter amid a surprise move by the Federal Reserve to leave its asset purchase program unchanged. However, looming budget and debt ceiling debates continued to weigh…
  • Welcome to the MPS Loria Family
    Colleen Allison had a baby girl. Mom & Dad welcomed Mary Jane Allison into the world on 8/14/2013. Both mom & baby are doing wonderful. Colleen has returned to work & we are thrilled to…
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