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Ideas & Insights

 



Monthly Market Commentary

Markets Moved Higher Despite Peak Concerns

July was, on balance, a good month for investors. Many broad market indexes across equity and fixed income posted positive returns.

  • Lamoutte, CFA, Keith
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Monthly Market Commentary

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.


Monthly Market Commentary

A “Glass Half Full” Market

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.





Monthly Market Commentary

Tech tumbled, ended risk asset rally

U.S. dollar strengthened in September as the existing monetary stimulus wane and expectations for fiscal stimulus before the election fade.


Monthly Market Commentary

Rally continued, but pace slowed

Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid.





















Monthly Market Commentary

What has happened in municipal bond markets

While volatility remains, we think the actions of the Fed and policymakers will eventually help to stabilize markets and restore liquidity.

  • Lamoutte, CFA, Keith
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Weekly Market Commentary

Coronavirus fears drive markets lower

Is the coronavirus the only factor driving recent market volatility? RSM US Wealth Management discuss the elevated market uncertainty.

  • Lamoutte, CFA, Keith
  • |



Monthly Market Commentary

2020 outlook: What could possibly go wrong?

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?



Tax Alert

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Andrioff, Joni
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Monthly Market Commentary

Recession risk and strategic asset allocation

It is important for investors to focus on long-term strategic asset allocation in the face of short-term economic headwinds.

  • Lamoutte, CFA, Keith
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Monthly Market Commentary

Inverted yield curves: What the headlines miss

Recent investor headlines have focused heavily on the inversion of the U.S. yield curve. What’s the real story for investors?

  • Lamoutte, CFA, Keith
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Monthly Market Commentary

U.S. equities rebound in June

U.S. equities rebound to a record high in June. The advance was fueled in part by investors’ expectations of an interest rate cut.













Monthly Market Commentary

Fed ends rate hike campaign

Federal Reserve officials left the federal funds rate unchanged at their January meeting to a range of 2.25 to 2.50 percent.








Tax Alert

Proceed with caution in self-directed IRAs

Two tax court cases remind individuals to be careful in the management of their self-directed individual retirement accounts (IRAs).

  • Bushman, Anne
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