Q1 2025 Quarterly Context Video

Q1 2025 Quarterly Context Video

5 days ago 0 7

Politics and tariff mania are making markets and consumers nervous, some markets are up and some are down but diversification is helping cushion returns, volatility is overdue and more normal than people think. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your long-term…

Q4 2024 Quarterly Context Video

3 months ago 0 2

US hiring numbers were higher than expected, Inflation continues its bumpy ride, US economic growth extended its solid streak, the fed cut rates twice, the Trump won the presidential election, the stock market took a dip, but despite that, the market had the best 2 years in a quarter century. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Q3 2024 Quarterly Context Video

6 months ago 0 3

Economic growth in the US quickened, but then slowing growth fears rattled markets, pre-election uncertainty is starting to make markets wonder what the future holds, the Fed cut rates by half a percent as lower inflationary pressure gave the Federal Reserve more confidence, and how to be smart with cash. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…

Q2 2024 Quarterly Context Video

8 months ago 0 600

Stock markets continue up, bonds are flat, rates remain unchanged, inflation is cooling, and the recession-avoiding soft-landing appears to be happening… so far. That plus a review of key retirement planning basics and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused on your long-term goals and strategy.

Q1 2024 Quarterly Context Video

1 year ago 0 714

Is there still a chance of a recession? Inflation has small a surprise uptick, Fed interest rates remained unchanged, causing bond to wobble since investors were hoping rates would fall. Stock markets, especially many of the biggest stocks performed well yet again. However, some mega-cap stocks cooled, it wouldn’t be surprising if more volatility were on the horizon. That and more, plus a general key retirement planning review and more…

Q4 2023 Quarterly Context Video

1 year ago 0 754

Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That plus a general key retirement planning review and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed by staying informed, and remain current…

Q3 2023 Quarterly Context Video

1 year ago 0 671

Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop. Some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more, plus our regular smart retirement planning advise in this quarter’s Quarterly Context webinar.  

Q1 2023 Quarterly Context Video

2 years ago 0 632

Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing, could that be a good thing? Low unemployment and low consumer confidence don’t usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of the risk spectrum, who’s to blame? That and more in this quarter’s Quarterly Context webinar …Watch to stay relaxed…