Posted on Friday, March 17, 2017 by Michael McKeown, CFA, CPA
During the previous business cycle, the Federal Reserve raised interest rates 17 times in increments of 0.25%, taking the Fed funds rate from 1.00% to 5.25%. The committee increased rates at each meeting over 24 months from June 2004 to July of 2006. While the Federal Reserve controls the Fed funds rate, it influences the bond market.
Posted on Wednesday, March 1, 2017 by Michael McKeown, CFA, CPA
I have a confession to make. Despite Warren Buffett being the most successful investor of all time, I never was really interested in him. He felt like the mega-band that everyone already knew about; like proclaiming U2 was your favorite band at the peak of Bono’s popularity.
Posted on Wednesday, February 22, 2017 by Michael McKeown, CFA, CPA
Broadly speaking, the U.S. economy continues expanding nicely. When looking at leading economic data from the 50 states, 45 are in expansionary mode.
Posted on Friday, December 23, 2016 by Michael McKeown, CFA, CPA
As the Dow approaches 20,000 points, we dig into why people care so much.
Posted on Friday, December 9, 2016 by Michael McKeown, CFA, CPA
Even presidents cannot stop business and market cycles. That is why the starting line is so important.
Posted on Monday, November 21, 2016 by Michael McKeown, CFA, CPA
The post-election story for financial markets are not just stocks, its bonds.
Posted on Wednesday, November 9, 2016 by Michael McKeown, CFA, CPA
Political values are important to individuals, but mixing politics with portfolio decisions is not profitable on a consistent and repeatable basis.
Posted on Friday, November 4, 2016 by Michael McKeown, CFA, CPA
We peek under the hood to see what investments a few popular indices do and do not own.
Posted on Wednesday, October 19, 2016 by Michael Baker, CFP®
Health Savings Accounts (HSAs) have been around since 2003 as a tax-preferred savings vehicle for participants in high-deductible health insurance plans. Despite their name, HSAs can serve as an excellent tool for retirement savings as well.
Posted on Monday, October 17, 2016 by Michael McKeown, CFA, CPA
There are investment opportunities for those willing to look at uncomfortable places. Equity momentum is positive across regions. The back-up in interest rates could offer up compelling value in fixed income as well.