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Wednesday, September 27, 2023

“Higher for longer” is the phrase and marching order from the Federal Reserve. At the Fed’s September meeting, interest rates were left at their current rate of approximately 5.25%. The conversation has shifted toward...

 

Thursday, August 17, 2023

With over half the year in the rearview mirror, we reflect on the major market drivers and what to anticipate to close out the year. For additional information and looking through charts, we turn to our partners at JP Morgan with their...

 

Monday, May 15, 2023

The US debt ceiling is in focus as the Congress decides how to tackle the national debt. The US hit the $31.7 trillion dollar debt limit in January and has been relying on “extraordinary measures’ to meet existing...

 

Thursday, May 4, 2023

The Fed has been raising rates for over a year in its fight against inflation. At the conclusion of the May meeting, the Fed raised rates for the tenth consecutive time. The base rate now sits over 5%, the highest since 2007. This...

 

Wednesday, January 18, 2023

Every January most investment firms come out with a list of their favorite stock picks for the coming year. At year-end, the predictions are largely forgotten and only provide narrow perspective on the markets as a whole. Themes are...

 

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Wednesday, January 11, 2023

Near the turn of the year, the signing of the SECURE Act 2.0 made broad changes to retirement plans. The goal of the Act is to make saving for retirement simpler and provide options for savers no matter their stage in life. In total 92...

 

Thursday, December 29, 2022

It has been a whirlwind of a year – many headlines and stories to reflect on. Our partners at LPL Financial have provided the biggest stories of the year in ten charts. Enjoy the look back at 2022 and may 2023 bring you...

 

Tuesday, November 15, 2022

Financial markets can take good news and bad news in stride – the key to stability is avoiding surprises. As the ballots are counted from the midterm elections, another potential surprise finds itself in the review mirror. The...

 

Thursday, September 8, 2022

Jerome Powell and The Federal Reserve have recommitted to fighting inflation. Following the recent bottom in mid-June, markets quickly responded by recovering from bear market territory. In August, additional student aid was provided...

 

Wednesday, July 20, 2022

 Recent data suggests that key parts of the U.S. GDP are still expanding, despite the impact of inflation, the pandemic, and geopolitical developments.Based on the latest fundamentals, our forecast is for the US economy to expand...

 

Monday, July 18, 2022

Astute Alphabet (GOOGL & GOOG) investors may see some changes when logging into accounts this week. Google’s parent company Alphabet Inc. announced intentions a 20 to 1 stock split earlier this year. What does the split mean?...

 

Tuesday, July 5, 2022

From the beginning of the year, broad market indexes have flirted with and dipped into bear market territory by posting losses of 20% or more. Today, the market will move full percentage points in a day seemingly as a regular...

 

Wednesday, June 29, 2022

June signals warmer days, summer vacations, or maybe relaxing at camp. The end of June wraps up the second quarter for domestic businesses and provides a measuring point for business performance through the first half of the year. So,...

 

Thursday, June 16, 2022

Sorting through the headlines, two have emerged as noteworthy over the past several days. Interest rates and inflation data have taken center stage as the Federal Reserve announced their intention to raise interest rates. Adjusting...

 

Friday, May 6, 2022

 

Tuesday, April 26, 2022

 

Thursday, February 24, 2022

 

Tuesday, January 25, 2022

 

Wednesday, January 12, 2022

 

Thursday, November 11, 2021

As we approach the kickoff of the holiday season, we wanted to wish you a peaceful and joyful time with the ones you love. Judy, Amy, Garrett, and I are so thankful to have you as partners and appreciate your trust and friendship, as...

 

Tuesday, September 28, 2021

The markets have been resilient to much of the economic confusion across the globe, able to shrug off interruptions toward full recovery. We now have enough event related topics to rattle near term pricing. Whether it is China’s...

 

Wednesday, September 15, 2021

We wanted to post our mid-year letter, even though we are staring down the 4th Quarter within weeks. Our investment strategy will continue to take a cautious approach during these uncertain times. The market has been testing all-time...

 

Thursday, May 13, 2021

Inflation data is heating up and we are beginning to see some volatility spill into the capital markets. The U.S. Bureau of Labor Statistics released its monthly report on inflation this week revealing that the headline Consumer Price...

 

Thursday, February 25, 2021

Treasury yields typically don’t take headlines unless movement sparks enough interest. This is exactly the case in the bond market and it's garnering attention as we mull over the direction of inflation this coming year. Treasury...

 

Friday, January 29, 2021

 

Wednesday, December 23, 2020

We hope you and your family, whether together ‘live or virtually’ are enjoying the kickoff to the holiday season. What a year to reflect on and be grateful for the very basics of life, family and friendships. Though the...

 

Wednesday, May 27, 2020

What a difference a few weeks make! In our blog post mid-March, we mentioned the capital markets can move upward with the same ferocity of the initial sell off. This is exactly what we have experienced over the last two months....

 

Wednesday, May 13, 2020

Last fall we published ‘The Anatomy of a Recession’ from our research partners at Clearbridge Investments. As I mentioned then, recessions don’t occur overnight, but as we have recently discovered they definitely can...

 

Tuesday, April 28, 2020

As we head into the middle of earnings season, it is important to recognize the unprecedented concentration of 5 companies that are driving returns in the U.S. stock market. The S&P 500 is the index that tracks the largest 500 U.S....

 

Thursday, April 16, 2020

During volatile and uncertain times, we often reach out to our strategic partners and plan through the next tactical decisions for portfolio rebalancing. Thankfully we work in collaboration with some of the best research firms in the...

 

Tuesday, April 7, 2020

We have been on more research calls and plowed through more reports in the last 30 days than possibly the last 25 years combined. The medical and financial story continues to evolve at an unprecedented pace. I want to share what we...

 

Monday, March 30, 2020

As mentioned in our last few posts, volatility is here to stay (for a while at least) and last week was no exception. The equity markets were up over 10% for the week, during which we experienced multiple 5% swings daily. The...

 

Friday, March 20, 2020

I have had many conversations over the last few weeks and continue to hear the claim that ‘this is different’. How the Coronavirus outbreak has virtually stopped our sense of normalcy is certainly different. I have never...

 

Monday, March 16, 2020

It is difficult to find a recent headline that doesn’t create some aspect of immediate fear and angst. The markets have shuttered, travel has essentially stopped and there is a constant reminder that a virus is spreading on a...

 

Monday, March 9, 2020

When negative events begin to lineup, the market will react in a more violent way. Today we had a 2000 point sell off in the DJIA. This was the result of the combination of fear regarding Coronavirus impact on the economy and the...

 

Monday, March 2, 2020

The Coronavirus continues to be in the news headlines for two significant reasons. The first is the obvious health implications now that the virus has spread to multiple continents in such a rapid fashion and has entered the United...

 

Thursday, January 30, 2020

We wanted to touch on recent legislation that became effective January 1st, 2020. It will inevitably affect many retirement savers, for better or worse. Here are a few of the most significant changes that you should be aware of:...

 

Friday, October 11, 2019

With so much conversation regarding a global slowdown and the risk of recession, I thought it would be timely to share an update. Attached to this link you will find ‘The Anatomy of a Recession’ from our partners at...

 

Thursday, October 3, 2019

The month of October has opened on a volatile note, after a historically calm September in the equity markets. The headlines of Impeachment, Manufacturing Weakness, Global Slowdown and Softer Employment Report have led to a selloff...

 

Wednesday, April 17, 2019

Happy Spring Everyone! The weather and capital markets have kept us guessing on what’s coming next. While we know we can’t control the weather, we can control risk management. I thought now would be a good time to update...

 

Tuesday, February 12, 2019

 

Thursday, December 6, 2018

Volatility continues to take the headlines; with a focus on trade, economic slowdown, oil prices and interest rates. The market is not a fan of confusion and there is enough of it out there in the global markets to keep this chop...

 

Wednesday, November 7, 2018

Political ads are finally over, for now, and the US midterm elections on November 6th resulted in a divided government—the widely expected outcome—with the Democratic Party gaining control of the House of Representatives...

 

Monday, October 15, 2018

Last week we saw a significant move in the market leading to an increase in concern among investors. It is important to remember that with the US economy in late stage recovery, and with mid-term elections coming up, there is a greater...

 

Tuesday, August 28, 2018

The second episode of Enjoy The View podcast is out. In this episode we discuss what we have experienced to this point in 2018, and what we expect throughout the rest of the year. The combination of economic headwinds and tailwinds has...

 

Monday, August 20, 2018

We are excited to release our new Podcast! This is the introduction to the Enjoy the View podcast hosted by Jay Tobias and the Katahdin Financial Group Team. This intro will give you insight into how the Enjoy the View podcast well be...

 

Friday, July 13, 2018

We are excited to release the Mid-Year Outlook that our research team at LPL has put together. This dives into many segments of current market and economic trends and factors - with a Netflix twist to it. Policy remains a key theme to...

 

Tuesday, April 10, 2018

In recent days, the market has seen increased volatility with multiple 500 point swings as a battle rages over where the next big move will take us in 2018. Tariffs, inflation, data breaches and potential trade wars descend us toward...

 

Friday, February 16, 2018

After a multiple year calm in the equity markets, we finally slipped into a correction (defined as a 10% or more drop from recent highs), and the result was a number of chaotic 1000 point swings in the Dow Jones Industrial Average....

 

Friday, February 2, 2018

Finally, we are observing volatility in the market, something we have talked about and hoped for over quite some time. It is a natural part of the capital markets movement but hasn’t shown up for years. The reason behind this...

 

Friday, January 19, 2018

We hope you all have had a great start to your new year. For clients that were with us at Wells Fargo Advisors, you will be receiving tax documentation from BOTH Katahdin Financial Group/LPL Financial, and Wells Fargo Advisors. Please...

 

Tuesday, January 2, 2018

I hope that you have enjoyed spending time with loved ones during this holiday season. Congress recently passed the 2017 Tax Cuts and Jobs Act into law. Although the depth of detail of this new law may be intimidating, on balance, its...

 

Wednesday, September 13, 2017

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...