Emily Balmages, CFP®, CRTP – Warren Street Wealth Advisors

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You, Your Retirement, and the SECURE Act

You, Your Retirement, and the SECURE ActJanuary 9, 2020 - 5:46 pm
‘Risk On’ trades take the lead in OctoberNovember 13, 2019 - 6:54 pm
‘Risk On’ trades take the lead in October Key Takeaways U.S. growth stocks and emerging markets jump-started the 4th quarter with returns of 2.82% and 4.22% respectively as investors shifted away from ‘risk off’ assets such as defensive stocks and U.S. Treasury bonds The FOMC dropped its federal funds interest rate target for the 3rd […]
September 2019 Market ReviewOctober 9, 2019 - 5:20 pm
Oil shocks, impeachment, and Brexit – Oh My! Key Takeaways U.S. stock and bond markets closed the 3rd quarter with an impressive – though volatile – year-to-date return. The S&P 500 index ended September up nearly 19%, the best 3-quarter return since 1997, while the Barclays Aggregate Bond index posted an outstanding return near 8%. […]
August market commentarySeptember 11, 2019 - 10:14 pm
The U.S. stock market feasts on recession fears before regaining its risk appetite in late August Key Takeaways President Trump added, then delayed, another tariff on Chinese goods, exacerbating trade tensions and concerns about the strength of the global economy. As talks with China resume, Britain’s new prime minister attempts to achieve a ‘hard Brexit’, […]