Mid-March 2022 Market Commentary The Ukrainian/Russian war, Iran's missile launch a few days ago, high gasoline prices not seen in 8 years, rampant inflation from over 9 trillion dollars in stimulus packages the last few years, political instability, and extreme volatility in the stock and bond markets. If it all sounds quite concerning, it is [...]
February 25th, 2022 Market Commentary As promised in the text we sent out this morning, with the world events that are unfolding at this time due to the Russia/Ukraine conflict and how this may affect the markets, here is the Market Commentary. We have also scheduled a webinar for Saturday, February 26th at 11am Central [...]
Service for Fixed and Variable Annuities Effective 02/01/2022 We have found many of our clients are confused about the firm's responsibility regarding your annuity(s). Below are our annuity policies going forward. Please review them in detail and let us know if you have any questions. We have not been the Broker-Dealer of record or sold [...]
February 1st, 2022 Market Commentary January was a very emotional and speculative month for the markets as day traders reacted aggressively to the Federal Reserve and what it MAY do with interest rates between now and the end of the year and how they could affect the profitability of companies. The Invesco QQQ Trust (QQQ), [...]
By Bob Barber, CWS®, CKA® The only guarantee in the stock market is that it will have ups and downs. This is true in any market, not just the stock market. So what should you ask yourself when the markets are in a downward trend? Take a look through the following seven questions to help [...]
January 2022 Market Commentary Update When Covid-19 hit, the Federal Reserve and the government put over 8 trillion dollars into the economy to stimulate it. This influx created massive inflation, especially in real estate and a significant stock market rally. Now, the federal reserve is saying no more “Free Candy” as they pull back stimulus [...]
By Bob Barber, CWS®, CKA® The top 10 New Year’s Resolutions people set are: 1) Eat healthier 2) Get more exercise 3) Save more 4) Focus on self-care 5) Read more 6) Learn a new skill 7) Make new friends 8) Get a job or a different one 9) Take up a new hobby 10) [...]
By Teresa Joelson Well, it was another crazy year with COVID, the Political State of Affairs, & Fed Chairman Jerome Powell giving out free money and now correcting some of the bad effects of doing that. Although most portfolios experienced record growth, it looks to be a possibly turbulent year due to some of those [...]
By Bob Barber, CWS®, CKA® When COVID-19 hit, both the Federal Reserve and the government put trillions into the economy to stimulate it. This created massive inflation, especially in real estate. Now, the federal reserve is saying no more “Free Candy” as they pull back stimulus by the way of: 1. Higher interest rates over [...]
