What Does the Coronavirus Mean for Investors?
Posted by Thomas J. Bartholomew, AIF® on Mon, 02/03/2020 - 18:01
Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the virus is now spreading around the world. According to the World Health Organization, there are 79,331 confirmed cases, of which 77,262 are in China and 2,069 are outside of China (as of February 24, 2020). Unfortunately, the numbers only seem to be growing, with the Washington Post recently reporting that there were 833 confirmed cases in South Korea and 53 confirmed cases in the U.S.
Prioritizing Your Financial Health in the New Year
Posted by Thomas J. Bartholomew, AIF® on Thu, 01/02/2020 - 17:58
It’s that time of year when many people set goals with the hope of changing their lives in the months to come. Some may set their sights on losing a significant amount of weight or training for a marathon, while others may want to spend more time with family or other loved ones. Whatever your plans, consider adding a few of the financial changes described below to your resolution list, too, to help you turn 2020 into an even better year.
Market Faces More Turbulence, But Positive Trends Continue
Posted by Thomas J. Bartholomew, AIF® on Thu, 08/01/2019 - 17:56
It’s been a tough time for the markets. Indeed, we recently saw the largest stock market drop of 2019. With the Dow Jones Industrial Average declining more than 800 points (over 3 percent) on August 14, investors are starting to worry. But is this latest round of volatility cause for concern? Let’s take a closer look.
Will Trade War Lead to More Market Volatility
Posted by Thomas J. Bartholomew, AIF® on Thu, 08/01/2019 - 17:55
On July 26, 2019, the S&P 500 peaked—but it has since dropped by almost 6 percent (as of August 3). To be sure, such a large and fast drop has rattled investors. So, what’s behind this sudden pullback—and is it likely to continue?
Understanding the Borrower Defense to Repayment Student Loan Forgiveness Program
Posted by Thomas J. Bartholomew, AIF® on Mon, 07/01/2019 - 17:54
Have you heard the term borrower defense to repayment but are not sure what it means? Are you wondering if it could apply to your student loans? Read on to learn more about this program, as well as how to determine your eligibility and apply.
2019 Midyear Outlook: A Story of Headlines Vs. Fundamentals
Posted by Thomas J. Bartholomew, AIF® on Mon, 07/01/2019 - 17:49
At the end of last year, the big question was, “Will 2019 bring the end of the recovery?” All of the data seemed to point to an answer of “Not yet.” And so far, that answer still holds. The big picture suggests growth is likely to continue for the rest of the year, which should, in turn, support the financial markets. But there’s more to the story . . .
Recession on the Horizon? Not So Fast
Posted by Thomas J. Bartholomew, AIF® on Sat, 06/01/2019 - 17:47
Recently, the markets have experienced another round of volatility as the worries seem to be piling up. Tech stocks struggled on the news that Washington will be taking a hard look at regulating them. Concerns over a trade war continue to reverberate throughout the market. And the yield curve remains inverted, escalating fears of a more severe slowdown.
Time to Hit the Panic Button on Market Volatility?
Posted by Thomas J. Bartholomew, AIF® on Wed, 05/01/2019 - 17:44
Recent declines have taken the U.S. stock markets down more than 2 percent. Not surprisingly, worries have started to grow. After all, this could be the end of the bull market. But is it time to hit the panic button?
Is This the Beginning of the End? A Look at October 2018 Market Volatility
Posted by Thomas J. Bartholomew, AIF® on Mon, 10/01/2018 - 17:01
Not for the first time, October was a difficult period for the stock market. With the drop seen over this past month, there is increasing fear that this is it—the big one that will take us back to the depths of 2008. Although that level of concern is certainly understandable, a closer look at the real economic and market situation around the world suggests that the volatility we are now seeing (and may well continue to see) is perfectly normal.