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Market Commentary: Chinese GDP Grew in 2020; U.S. Corporations Outperform Q4 Expectations.

Market Commentary

Market Commentary: Chinese GDP Grew in 2020; U.S. Corporations Outperform Q4 Expectations.

Chinese GDP grew 2.3% in 2020, making it the only major economy to grow last year. In the fourth quarter, the Chinese economy grew 6.5% as China continued to gain ground on the U.S. economy. The growth was led by strong performance in industrial production, which rose 7.3% in December, compared to a year earlier.

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Under the Influence – Learn by Example

Blog

Under the Influence – Learn by Example

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor As I have discussed before, I started this blog as a representation of how I grew up and the influence my adolescence still weighs on my adult life. I often write about the “clinical” side of money issues while bringing the human “real life” component to the discussion.

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Quarterly Market Outlook, First Quarter 2021

Videos

Quarterly Market Outlook, First Quarter 2021

Join Scott Kubie, Senior Investment Strategist at Carson Group, for our Q1 2021 Quarterly Market Outlook webinar. Click Here to Watch the Webinar

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Market Commentary: Biden Proposes New Stimulus Package as Signs Point to Economic Slowdown

Market Commentary

Market Commentary: Biden Proposes New Stimulus Package as Signs Point to Economic Slowdown

The signs of an economic slowdown continue. Initial jobless claims, which are released weekly, spiked to 965,000 last week. Claims increased by 181,000 and marked the highest weekly total since mid-August. Continuing claims increased 199,000, indicating those losing work are not finding new employment right away. Based on other data points, many of those filing for unemployment expect to be rehired when newly imposed restrictions are reduced.

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Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

Market Commentary

Market Commentary: Markets Start the New Year Strong Despite the Chaos in Washington

The vivid pictures and appalling actions in Washington, D.C., Wednesday captured the attention of the globe, but not the interest of markets. The Democratic sweep in the Georgia Senate races didn’t attract a lot of interest from investors either. Neither were markets fazed by the first loss of jobs in a monthly employment report since the recovery began.

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Under the Influence – Better Late Than Never

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Under the Influence – Better Late Than Never

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I spent most of my life living paycheck to paycheck.  I left home at 18 and pregnant.  My then husband and I earned around $9,000 the year my daughter Alyssa was born.  Needless to say, we barely were able to afford groceries and formula.

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Help Improve Your Financial Plan This Year with These One-time Adjustments

Monthly Newsletters

Help Improve Your Financial Plan This Year with These One-time Adjustments

It’s no secret that many people do not keep their New Year’s resolutions. Every year around this time, gym memberships go up and personal planners fly off the shelves. A few weeks later, the planner gets left on the train and the gym, well, it’s just so far out of the way! New Year’s resolutions have a whopping shelf life of about a month, and only 20% or so make it further.

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Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

Market Commentary

Market Commentary: S&P 500 Finishes the Year at a Record High, Unemployment Numbers Decrease Slowly

The S&P 500 wrapped up a surprising year with another strong week. The index of large-cap stocks, including dividends, climbed 1.5% and finished 18.4% higher for the year. Figure 1 shows the performance of the S&P 500, ex-dividends, in 2020 and just how far stocks have roared back from their lows.

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Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

Market Commentary

Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult and economic urgency made signing the bill the logical choice. The need for additional support was evidenced by a 1.2% decline in disposable income (Figure 1).

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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