July 2018 Economic Dashboard

With the second half of the year officially underway the broad-based S&P 500 and much more concentrated Dow Jones Industrial indices are still chasing their all-time highs reached at the end of January (the technology-laden Nasdaq has already reached new highs). Following the November 2016 election the S&P 500 shot up 38% over the next… Read More »

June 2018 Economic Dashboard

After much optimism at the start of 2018 that the market would enjoy another strong year of gains (which in and of itself should be viewed as a contra-indicator of the eventual results), the markets have made little or no progress since January 1st. Historically, two major sources of market strength are increasing corporate profits… Read More »

May 2018 Economic Dashboard

Here in the Midwest it seems like Mother Nature forgot a season, sending summer in a few months early without warning. Perhaps it’s fitting given the temperature of the capital markets right now. Despite great news out of Corporate America (in part due to the tax cuts enacted last year), geopolitical tensions are heating up,… Read More »

Traditional vs. Roth: Which Retirement Account Maximizes Portfolio Values

The tax filing deadline has come and gone and I’m sure most people would prefer not to think any more about their taxes. Even so, it’s not too early to begin thinking about contributions to your retirement accounts for the 2018 tax year. A common question among investors is, “Should I contribute money to a… Read More »

April 2018 Economic Dashboard

Consumers have long been sensitive to changes in prices they pay for everyday goods and services. The double-digit inflation of the 1970s and early 1980s has long given way to the more predictable 2% annual gains we have experienced for the past 25 years. The severe recession that followed the Financial Crisis of 2008 actually… Read More »