Insights
Market Related
A House Divided
Earlier this week, the House of Representatives voted to remove Kevin McCarthy as speaker of the House. While there has been no shortage of opinion and commentary in the media about this, one thing is clear, the revolt by a handful of Republican congressmen was...
You Just Never Know
2023 is shaping up to be a mirror image of last year. The 2022 stock market rout was principally led by four sectors: Communications (-40%), Consumer Discretionary (-38%), Technology (-29%) and Real Estate (-28%). Three of those four sectors now have a commanding...
End of the Road
Last year’s market selloff was almost entirely driven by the change in monetary policy by the Federal Reserve. Last year saw an unprecedented 7 rate increases totaling 4.25%. Those increases comprised the bulk of what the Fed needed to do to get inflation under...
GameStop Mania
The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the proverbial little guy over these trades. Regulators and politicians have also started to chime in on action. So, what’s this...
Back to School, Covid Style
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around metro Atlanta are currently operating on a virtual only platform. My girls are currently in week 5 and thankfully many...
Big IRA Changes for 2020
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....
The Many Blunders of Equifax
My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...
Social Security – Closing the Gaps
You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...
What Just Happened?
There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been particularly contentious but in typical fashion, half the country is happy today, and the other half in deep despair. I’m...
Understanding Brexit – Sell First, Ask Questions Later
The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries rallied as investors sought safety. The short-term market response to the vote seems universally negative, but does that mean...
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