Category: Client Relations

GI Weekly Talking Points 9/18/23

All data is for the week ended September 15, 2023 Stocks US stocks were slightly lower last week while overseas markets advanced. The S&P 500 declined 0.12% as the Russell 2000 declined 0.20% and the Nasdaq was down 0.37%. The international developed markets index (MSCI EAFE) rose 1.67% while the […]
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Business Cycles and Recessions

By Keith Gangl, CFA There are four phases in a business cycle that describe different stages of economic activity, ranging from expansion to contraction. Economists and investors are often trying to anticipate transitions in these phases as the rotation from growth to contraction (and vice versa) can have a significant […]
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GI Weekly Talking Points 9/11/23

Stocks Equities were under pressure last week across the major global indicesdue to skepticism over the potential for a soft landing in the US and renewed upward pressures on energy prices(see Commodities below). The S&P 500 lost 1.26% while the Russell 2000 dropped 3.58% and the Nasdaq declined 1.92%. Overseas, the developed […]
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GI Weekly Talking Points 8/28/23

by Mariann Montagne All data for the week ended August 25, 2023 Stocks Stocks were mixed once again last week with the US benchmark S&P 500 rising 0.84%, the Russell 2000 declining by 0.29% and the Nasdaq adding 2.27%. Overseas the developed markets index (MSCI EAFE) declined by 0.18% while […]
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“TARA” – There Are Reasonable Alternatives

by: Tyler Ellegard “TINA” is an acronym for “There Is No Alternative”, and the term has been used by investors over the last decade to describe the US stock market (S&P 500) compared to other asset classes (especially bonds).  It was based on the strong returns of the S&P 500 […]
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Don’t Underestimate these Retirement Expenses

As you head toward retirement and your excitement grows, don’t forget to consider your likely retirement expenses. An AARP article, 10 Biggest Expenses in Retirement has some interesting information about retirement expenses. Healthcare expenses can pack a punch For many, healthcare is an underestimated retirement expense. If you’re currently in […]
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