Macro Overview – September 2018

Kent Forsey, CFP® Client Education, Macro Overview, S&P 500, Stocks, US Economy

Here is a quick review of some recent issues affecting our economy from tariffs to emerging markets, history making gains to history making mandates. Trade and tariffs continued at the forefront of discussions among the U.S. and international trading partners.  Topics at hand included the North American Free Trade Agreement (NAFTA), the World Trade Organization (WTO), and safeguarding U.S. intellectual …

Benefits of A Trust Versus a Will – Estate Planning

Kent Forsey, CFP® Estate Planning, Living Trust

August 2018 A properly drafted will or trust is essential for anyone that has assets to leave to heirs. Either a will or a trust allows you to designate anyone you wish as beneficiaries. Both a will and a “revocable living trust” allow you to identify who the heirs to your assets will be. The main difference between the two …

Economic Update – Third Quarter 2018

Kent Forsey, CFP® Corporate Earnings, Economic Update, Stocks

July 10, 2018 Dear Friends, Clients and Associates, I remember being told as a kid trying to learn the fine art of hitting a baseball, “Always keep your eye on the ball”.  A similar idiom in investing would be “Always keep your eye on corporate earnings”.  So far this year, S&P 500 companies returned 24.8% in the first quarter over …

Macro Overview – May 2018

Kent Forsey, CFP® Bonds, Macro Overview, Oil Prices, Stocks

Here are a few more thoughts to consider as we attempt to understand the crazy market of 2018 thus far. Markets persisted on a capricious course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. The 10-year Treasury bond yield reached 3% for the …

Stocks Enter a Trading Range – Equity Markets Update

Kent Forsey, CFP® Equity Markets, Stocks

It is hard to make sense of the recent stock market volatility.  Here are some important thoughts to consider. Markets rebounded in April as fundamental factors drove prices higher.  Among the factors influencing the markets were global expansion, positive domestic activity, increasing earnings, and capital spending increases. Stocks traded sideways, with the S&P 500 temporarily trading below its 200-day moving …

Trucks Delivering More – Economic Dynamics

Kent Forsey, CFP® American Workers, Economy, US Economy

A shout out to all clients involved in the trucking industry and the crucial role they play in our economy. A critical component of the economy proving fluid movement between companies and consumers are logistics and shipping services provided by the trucking industry. Trucks provide some of the most ample delivery logistics in the country, delivering packages and goods from …

Macro Overview – April 2018

Kent Forsey, CFP® Lending, Macro Overview, Mortgage Rates, National Budgets, Taxes

Although the market is always climbing a wall of worry, consider these points as we try to make sense of recent market fluctuations. Markets were rattled in March as a looming trade war between China and the U.S. enhanced market instability.  The administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products which will be …

What a Tariff on Steel and Aluminum Means

Kent Forsey, CFP® Economic Impact, Tariffs, Trade Policies

April 2018 Much has been made in the media recently about steel and aluminum tariffs.  Most of the news has been aimed at criticizing the President for something that would add to consumer costs of goods and services but there is more to the story. The Department of Commerce released a report in February prompting the President to enact tariffs …