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2018 Midyear Outlook: Will the Economy and Markets Keep Growing?

Posted by Richard Snelley

After the performance we saw last year, we had high hopes for the economy and markets in 2018, but the first half of the year was disappointing. Expectations softened as the stock market pulled back early in the year, economic growth slowed, and risks—largely in trade—rose. As we hit midyear, though, those initial hopes appear to be more realistic than they were even a month ago.

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Weekly Market Update, July 9th 2018

Posted by Paul Miller

General market news

 

  • On Monday morning, the 10-year, 30-year, and 2-year Treasuries opened at 2.82 percent, 2.93 percent, and 2.53 percent, respectively. The difference between short rates and long rates is at the narrowest level we’ve seen during the current economic expansion—pushing the yield curve flatter. Historically, the curve has been a good indicator of oncoming recessions, and it’s now beginning to show signs that one may be on the horizon.
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Weekly Market Update - July 2, 2018

Posted by Paul Miller

Weekly Market Update, July 2, 2018 

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New Reports Highlight Continuing Challenges for Social Security and Medicare

Posted by Paul Miller

Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy annual reports to Congress that assess the health of these important programs. The newest reports, released on June 5, 2018, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2019.

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Weekly Market Update, June 11th 2018

Posted by Paul Miller

General market news

  • The 10-year Treasury yield opened at 2.95 percent on Monday morning, while the 30-year opened at 3.10 percent and the 2-year at 2.52 percent. The Federal Reserve (Fed) is set to raise rates this week, and we may also learn news on its outlook for the remainder of the year and any possible changes to current policy. With the yield curve at or close to its flattest in the current cycle, any slight change to policy could send it closer to possible inversion.
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Weekly Market Update, June 4th 2018

Posted by Paul Miller

General market news

  • The 10-year Treasury yield opened at 2.90 percent on Monday morning. This result was up from last week’s low of 2.75 percent, but it was well below the recent high of 3.12 percent. Meanwhile, the 30-year opened at 3.05 percent and the 2-year at 2.48 percent. Uncertainty with trade policy is causing some concerns globally and is pushing the yield curve flatter.
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Market Thoughts for June 2018 - Video

Posted by Paul Miller

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for May. It was a good month, continuing the recovery from the pullback we saw at the start of the year. In the U.S., markets were up almost across the board. Consumers continue to spend, and businesses remain confident—with manufacturing doing particularly well. Plus, the government is contributing to this growth by cutting taxes and spending more. When we look at emerging and developing markets, however, it's a different story.

 

Market Thoughts for June 2018 from Commonwealth Financial Network on Vimeo.

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Weekly Market Update, May 28, 2018

Posted by Paul Miller

General market news

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Weekly Market Update, May 21, 2018

Posted by Paul Miller

General market news

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Changing Market: Municipal Bonds After Tax Reform

Posted by Paul Miller

January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA)1. The muni market stabilized through April 2018, but uncertainty remains.2 The tax law changed the playing field for these investments, which could affect supply and demand.

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Weekly Market Update, May 14, 2018

Posted by Paul Miller

General market news             

  • The 10-year Treasury yield remained range-bound between 2.95 percent and 3 percent last week. Meanwhile, the 30-year opened Monday at 3.11 percent, and the 2-year stood at 2.53 percent. As the yield curve continues to flatten, the risk of an inverted yield curve—where short-term rates are higher than long-term rates—is rising. Historically, an inverted yield curve has been a good indicator of impending recession.
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Weekly Market Update, May 7, 2018

Posted by Paul Miller

General market news             

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Market Thoughts for May 2018 - Video

Posted by Paul Miller

Brad McMillan, Commonwealth’s CIO, recaps the market and economic news for April. It was a good month, as both U.S. and developed markets were up. This news was encouraging, indicating that the economy seems to be bouncing back after two down months. In fact, the fundamentals are quite strong, with company earnings surprising to the upside to a degree we have never seen before. Plus, sales beat expectations, which is a positive reflection of the markets and the economy. But will these trends continue? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.

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Weekly Market Update, April 30th, 2018

Posted by Paul Miller

General market news

  • The 10-year Treasury yield briefly broke above 3 percent late last week, reaching 3.033 percent. The 30-year opened Monday at 3.13 percent, after being as high as 3.21 percent last week and below 3 percent a little over a week ago.
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Weekly Market Update, April 23rd, 2018

Posted by Paul Miller

General market news       

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Weekly Market Update, April 16th, 2018

Posted by Paul Miller

General market news           

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Weekly Market Update, April 9th, 2018

Posted by Paul Miller

General market news           

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Weekly Market Update, March 26th, 2018

Posted by Paul Miller

General market news           

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Weekly Market Update, March 19th, 2018

Posted by Paul Miller

General market news           

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Backdoor Roth IRA Contributions: A Way To Catch Up On Retirement Savings

Posted by Paul Miller

Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch up. One strategy, made possible beginning in 2010 by a provision to the Tax Increase Prevention and Reconciliation Act of 2005, presents a way for some individuals to potentially put away more money for retirement, in a tax-advantaged way.

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