Economic & Investment Update

On the rate hike, 2016 outlook, and handling bad news

The Federal Reserve has raised interest rates.  More increases are expected in 2016.  Barron’s reports.  Liz Ann Sonders of Charles Schwab says to expect uncertainty at the start of the coming year.  Despite a stated preference for good new, people often choose to read bad news headlines first.  Jim Parker of DFA warns investors of

Should we Shrug off the Greek Debt Crisis?

A new deal was announced Monday that averted Greece’s immediate exit from the Eurozone and the potential for contagion. This week we review the latest deal and why it may not work. Hard-Won Greek Deal Was the Easy Part. Greece agreed to important policy commitments in return for financial commitments.  Implementation will be difficult and

The Greek Debt Crisis Explained

We have had a few people inquire about the Greek debt crisis and its potential impact to US investors.  It is complicated; we hope you enjoy some of these perspectives.  The Greek financial crisis, explained in fewer than 500 words.  Vox provides a big picture overview of the Greek debt crisis. Click here to read

This Week with J. Mark Nickell & Co. – May 5, 2015

Last week the Federal Reserve scaled back its view of prospects for the U.S. economy and labor market.  Reuters discusses the timing of when interest rates will go higher.  Many of our clients have been burned by the brokerage industry.  The CFA Institute advocates for Department of Labor proposals to broaden the sweep of individuals

This Week with J. Mark Nickell & Co. – April 22, 2015

This week, a few things especially caught our attention.  International diversification is starting to reward investors again after a considerable period when a blend of U.S. Stocks and bonds outperformed relative to most other asset allocations.  Inflation is starting to accelerate a bit, which contributed to a sell-off one day last week.  We also noted

This Week with J. Mark Nickell & Co. – April 2, 2015

Investors concerned about recent market swings wonder if there’s any relief in sight.  The short answer:  not any time soon.  The Chief Investment Officer at Schwab, Liz Ann Sonders forecasts the near future for this secular bull market.  As tax deadlines approach, the IRS recently announced taxes collected from affluent taxpayers rose more than expected