Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
Is the Bear Market Over?
Markets have rallied off the bottom causing investors to ask, “Is the 2022 bear market over?” We look at what’s happening with the economy and what the bond market is telling us about a potential recession. Then we dive into different types of bear markets and give our perspective on what to do if the current bear market has further to run.
Read MoreAbbVie Retirement Income Choice for Employees
AbbVie’s Retirement Income Choice window is open! Employees must choose whether they’ll stay on their old plan or move to a new plan. Deadline is August 26, 2022!
Read MoreWill We Get Relief From Inflation
Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
Read MoreHow and Why Markets Bottom
Stocks are officially in a bear market. What does that mean and more importantly, when will markets bottom? Our topic this week is the anatomy of a bear market, specifically looking at how and why markets bottom. We’re reminded that there’s a price for everything, which puts a floor under the value of many stocks.
Read MoreConsolidate Old Retirement Accounts When It Makes Sense [Video]
Often when you switch jobs, you leave your old 401(k) savings with your old employers. We recommend you consolidate old retirement accounts.
Read MoreHigher Interest Rates are Coming
The Federal Reserve has made clear that higher interest rates are coming. How can investors and consumers best prepare for this new regime? We take a detailed look at what the Fed just did, how high interest rates might go, and how this impacts the economy.
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