The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.
We remain in a long-term bull, so investors should use volatility to add risk. A sell-off that relieves optimism, makes valuations more attractive, and occurs with continued signs of economic recovery will give investors a good entry point to add risk.
In our October 2019 Market Update, our CIO, Matt Ristuccia explains that despite near term risks, we remain in a long-term bull market. And although there are reasons to remain cautious in the near-term, you could use this volatility to your advantage.
This blog post / chart pack reviews what is causing the current volatility, what to do about it, and gives a longer-term assessment of market trends and valuations. It also includes some key charts on the debt situation for consumers and the U.S. Government.
There COULD be changes coming to retirement plan legislation. A new bill known as the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act, received overwhelming House bipartisan support in
Demographic Trends: Positive or Negative for Stocks? Two weeks ago I attended the annual Ned Davis Research (NDR) conference. At this terrific two-day conference, I was able to learn, listen,
We believe that oil prices will be rangebound creating trading opportunities. We invest in specific oil companies through our Global Value, Global Growth, and Hedge Fund Strategies. We can also
Last week, Food and Drug Administration (FDA) Commissioner Scott Gottlieb announced he was resigning in March to spend more time with his family. Most financial market participants and government officials
The Show Goes On! Despite the government shutdown, the 2019 tax filing season began on Monday 1/28/2019, one day earlier than the 2018 tax filing season! According to the Internal
If we study the history of recessions and stock market declines we can see that the typical mild recession (slowdown) is a correction in the 20-30% range. Many investors have