Facts Vs Feelings Take 5 – What Could Trip Up the Bull
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist chat about markets climbing sharply off April lows and discuss what could derail this bull run. From housing weakness to tariff uncertainty, they explore the real risks that could tri …
Market Commentary: Stocks Have a Very Merry Month of May
What a Month! At the start of the month investors were still battered from March and April volatility and uncertainty around trade and the economy. As we noted at the start of the month though, stocks were extremely oversold and any good news (which we expected) could spark a big rally. Sur …
Facts Vs Feelings Take 5 – You are the Smart Money
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, challenge the conventional wisdom around who really qualifies as the “smart money.” While institutional investors have historically held that title, the hosts make a comp …
Market Commentary: Looking Back on a Near-Bear Market
The S&P 500 fell 2.6% last week, falling the last three days of the week heading into the long holiday weekend after climbing on Monday and Tuesday. Declines were primarily caused by a fresh round of tariff threats, including 50% on the European Union (delayed over the weekend to July 9 …
What You Need to Do Leading Up to Retirement
Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand.
Market Commentary: Stocks Climb on Greater Clarity, but Rate Uncertainty Remains Elevated
What a week last week was, as the S&P 500 gained more than 3% on Monday after a 90-day pause in tariffs with China was announced. Incredibly, stocks gained the next four days as well. March 2003 was the last time we saw a Monday that strong, followed by the next four days green as …
Facts Vs Feelings Take 5 – Why The Lows Could Be In
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and explore the possibility that the worst may be behind us. With tariffs rolled back and earnings season exceeding expectations, could the lows be i …
Making Sense of RMDs
The SECURE Act and SECURE 2.0 Act have affected millions of Americans inheriting or leaving behind a retirement account. While required minimum distributions (RMDs) for the account owner are delayed, there is now a 10-year window for many people who inherit these accounts to take their dist …
Market Commentary: Stocks Have Rallied Hard Despite a Quiet Week After the Fed Stands Pat
What a few weeks for investors. Yes, the S&P 500 lost a little ground last week. But let’s not miss the forest for the trees. After more than a 10% drop in only two days after Liberation Day on April 2, fear and panic was in the air. As we noted many times last month …
Facts Vs Feelings Take 5 – Some Good News
In this week’s episode, Ryan Detrick, Chief Market Strategist, reports live from the bustling Sixth Street in Austin while Sonu Varghese, VP, Global Macro Strategist, holds down the fort in a much quieter spot. Despite the market noise—both literal and financial—there’s actually some …
