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Posts by Scarlet Oak

Growth Surpasses Expectations

In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage. Weekly Economic Update     THE WEEK ON WALL STREET Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20%…

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Beware of Lifestyle Creep

Sometimes more money can mean more problems.  “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.   Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see living well as…

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The Importance of TOD & JTWROS Designations

The Importance of TOD & JTWROS Designations A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a…

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Atlanta, Earnings Season Starts Strong

In this week’s recap: stocks move sideways as earnings season gathers momentum, and retail sales jump. Weekly Economic Update     THE WEEK ON WALL STREET A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and…

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Do Your Investments Match Your Risk Tolerance?

Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio?     From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes.   At the inception of your investment strategy,…

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