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Weekly Article 2021 (21)

Two Steps Forward, One Step Back

In this week’s recap: Tech stocks and strong indicators lead a week of economic advancement. Weekly Economic Update THE WEEK ON WALL STREET Strong economic data and a resurgent technology sector propelled stocks to solid gains last week. The Dow Jones Industrial Average advanced 1.95%, while the Standard & Poor’s 500 picked up 2.71%. The…

2nd quarter articles 2021

Capital Asset Advisory Services Market Update: First Quarter 2021

The first quarter of 2021 was much better for stock investors than 2020. Bond investors had a very different experience, with the benchmark Aggregate Bond Index falling. International stock markets appreciated, but not at the pace of the US market There appears to be a continuation of the market rotation that developed in late 2020.…

2

The Many Forms of Fixed Income

The Many Forms of Fixed Income Looking for yield? Treasuries aren’t your only choice.     You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows you that 10-year Treasury notes haven’t yielded more than 2% since July 2019.…

1

Investing During Periods of Inflation

Investing During Periods of Inflation What does inflation mean for your investments?     In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2%…

4

Markets & Marriage

Markets & Marriage How your investment strategy is like a long-term partnership.   Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and partnerships have moments…

3

Volatility Tests Your Mettle

Volatility Tests Your Mettle Some changes may be unsettling.   Most people understand that stock prices don’t go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.   In recent weeks, stock prices have trended lower with a few eye-popping, one-day rallies as the…

1

Financial Selfcare: Earning, Saving, And Investing

Financial Selfcare: Earning, Saving, And Investing Inevitably, any conversation about personal finances includes goals geared toward earning, saving, and investing.  Earning goals seem the easiest to tackle for most-find a field you have some interest in and aptitude for, train, and then enter that career. If only it all occurred that smoothly and straightforward, but…

2

What is a credit score & how to improve it?

What is a credit score & how to improve it? Your credit score impacts many aspects of your financial life, from being able to get loans for cars and homes to the interest rate you pay. Credit scores determine deposits for utilities, job seekers’ responsibility by prospective employers, and even comes into play for insurance…

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Want To Decrease Financial Stress? An Emergency Savings Fund is the Answer.

Want To Decrease Financial Stress? An Emergency Savings Fund is the Answer. For many, the overwhelming year of 2020 caused their financial momentum to stall out. The crisis had pared down financial choices to what needed to be done at the moment to survive.  You could be now sitting paralyzed financially, not actually making bad…

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Variations On An Account: The Expansion Of Your Savings Strategy.

Variations On An Account: The Expansion Of Your Savings Strategy. Picture this- you feel financially stable. This big, amorphous thing that you call your financial life feels manageable. You have utilized and automated your bank’s savings account, maybe branched into a high-interest account like a High-Yield account or Money Market account to ensure that your…