Uncategorized Archives - Page 8 of 31

Market Thoughts for May 2024 [Video]

by Robert Loporto | May 10, 2024 | Uncategorized

Market Thoughts for May 2024 [Video] Posted by Brad McMillan, CFA®, CFP® This entry was posted on May 2, 2024 10:30:03 AM Rising interest rates pressured stock and bond prices in April. U.S. markets were down in the low-single digits, marking the first monthly...

Weekly Market Update, Week of May 6, 2024

by Robert Loporto | May 7, 2024 | Uncategorized

Market Update—Week of May 6, 2024Presented by Axial Financial Group Equities rallied as soft economic data gave the Federal Reserve (Fed) more reasons to cut interest rates in 2024. Intermediate-term rates declined notably amid weak data and a slower pace of...

8 Things to Consider Before Buying Your Aging Parent’s Home

by Robert Loporto | Apr 24, 2024 | Uncategorized

8 Things to Consider Before Buying Your Aging Parent’s Home Presented by Axial Financial Group The “great wealth transfer” is set to take place over the next two decades, when baby boomers (the wealthiest generation in American history) will pass...

Weekly Market Update, Week of April 22, 2024

by Robert Loporto | Apr 23, 2024 | Uncategorized

Market Update—Week of April 22, 2024 Presented by Axial Financial Group Global equities were mostly down last week on the potential for higher U.S. rates and geopolitical tensions in the Middle East. Bond yields continued their rise as inflation remained a...

To Roll Over—or Not to Roll Over—Your 401(k)

by Robert Loporto | Apr 17, 2024 | Uncategorized

To Roll Over—or Not to Roll Over—Your 401(k) Presented by Axial Financial Group As you advance in your career and hold jobs at various companies, you may discover at some point that you’ve left behind valuable cookie crumbs: a trail of...

Weekly Market Update, Week of April 15, 2024

by Robert Loporto | Apr 16, 2024 | Uncategorized

Market Update—Week of April 15, 2024 Presented by Axial Financial Group U.S. equities sold off again as the Consumer Price Index (CPI) came in higher than expected. Bond yields continued their rise; investors demanded higher yields because consumer inflation...