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Financial Resources & News

Monthly Market Update (December 2023): 3 Things You Need to Know

The excitement about potential cuts to interest rates continued in the markets and investors had much to cheer as the year closed out with the S&P 500 index approaching its all-time high (4797 level). Here are 3 things you need to know: Gains in the broader market were largely driven by the “Magnificent 7” (Alphabet, Amazon, Nvidia, Meta, Apple, Tesla, and Microsoft). They accounted for...

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What is a Qualified Dividend and How Does it Work?

In the landscape of investments, dividends play a significant role, particularly for investors seeking steady income. Among the various types of dividends, "qualified dividends" stand out due to their favorable tax treatment.  Let's explore what qualified dividends are, how they work, and see an example to better understand their impact. What is a Dividend? As a stock shareholder, you are...

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Monthly Market Update (October 2023): 3 Things You Need to Know

Heightened volatility, robust economic data, and concerns about the sustainability of government finances appear to be driving the recent movement in intermediate to long-term Treasury yields with the yield on the 10-year Treasury note topping 5% for the first time since 2007. For now, the stock market is taking its cues from the bond market. Here are 3 things you need to know: The Bloomberg...

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Monthly Market Update (August 2023): 3 Things You Need to Know

Most global assets were down on the month. The general weakness in the month came from a few different angles. Here are 3 things you need to know: 10-yr. U.S. Treasury yields hit their highest level (4.36%) since 2007 driven partially by a larger-than-expected Treasury supply announcement. Fitch downgraded U.S. government debt from AAA to AA+. China's property crisis is rippling through its...

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Monthly Market Update (February 2023): 3 Things You Need to Know

There was a big repricing of inflation expectations over February, as the January Consumer Price Index (CPI) showed an uptick in inflation and the January Jobs report was much stronger than expected. Here are 3 things you need to know: 2yr U.S. inflation breakevens were up +85 basis points (bps) to 3.18%, having ended January at just 2.33%. This was the second largest monthly move higher since...

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Monthly Market Update (August): 3 Things You Need to Know

The S&P 500 index experienced its worst August in seven years as traders weighed the prospect of more aggressive action from the Federal Reserve (the Fed) on interest rates to rein in inflation — even if that means some pain for households and businesses.  Here are 3 things you need to know: The unemployment rate in August backed up to 3.7% (from 3.5%) driven by a huge increase in the...

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Monthly Market Update (November): 3 Things You Need to Know

November returns would have looked very different had the month ended at Thanksgiving, but the last three days turned global markets on a head. Here are 3 things you need to know: The gradual removal of pandemic-era monetary policy accommodation in the United States has begun with the Federal Reserve’s announcement on November 3 that it would start to scale back its bond-buying program.President...

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August Monthly Economic Summary

Last month was an interesting month for the markets and below is the economic summary for August.  As always, if you have any questions or want to discuss more in-depth do not hesitate to give us a call! Sources: Sources: J.P. Morgan Asset Management – Economic Update; Bureau of Economic Analysis (www.bea.gov); Bureau of Labor Statistics (www.bls.gov); Federal Open Market...

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“Equity Investing: A Better Approach” Webinar

BFSG’s Senior Portfolio Manager, Michael Allbee, CFP® was invited to be a guest speaker for the “It’s Your Money!” workshop series put on by not-for-profit Financial & Estate Literacy. These workshops educate seniors to take control of their financial, estate, and charitable giving decisions. For this session, Mike discusses stock terminology, the importance of diversification, market...

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Monthly Economic Summary

As we enter April, we are still seeing the markets reach new highs. Below is a summary of the important economic data over the last month: Sources: Sources: J.P. Morgan Asset Management – Economic Update; Bureau of Economic Analysis (www.bea.gov); Bureau of Labor Statistics (www.bls.gov); Federal Open Market Committee (www.federalreserve.gov)Indices:The Barclays Aggregate Bond Index is...

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