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Investor Library Market Commentary

2022 Third Quarter Market Summary and Initial Thoughts Heading Into 2023

2022 Third Quarter Market Summary and Initial Thoughts Heading Into 2023

The third quarter of 2022 witnessed more of a continuation of trends observed in financial markets during the first half of the year, with September’s drawdowns and a return below June 2022 market lows occurring consistent with a combination of continued Fed Read More...

by Admin Koa
January 16, 2023
Investor Library Market Commentary

Market Commentary – 2022 Second Quarter Market Summary and Thoughts on The Rest of 2022

Market Commentary - 2022 Second Quarter Market Summary and Thoughts on The Rest of 2022

Through the first two quarters of 2022, financial markets have proven to be much more difficult than most Wall Street prognosticators had previously forecasted. When 2022 began, many expected a year of positive, albeit muted returns, after a robust 2019 and 2021 with a Covid-ravaged 2020 sandwiched in between. The expectation was that with the brunt Read More...

by Admin Koa
July 14, 2022
Financial Planning

Financial Planning Summary – New Study Ranks Colleges by Return on Investment

Financial Planning Summary - New Study Ranks Colleges by Return on Investment

With the exponential growth in the prices of college tuition over the last few decades, the decision on which school to attend is becoming increasingly more important. For many, the decision to attend college is based on the assumption that their college degree will help them get a better job upon graduation. The problem is that Read More...

by Admin Koa
April 1, 2022
Investor Library Market Commentary

Market Commentary – 2022 First Quarter Market Summary and Market Outlook

Market Commentary - 2022 First Quarter Market Summary and Market Outlook

If 2021 provided green shoots for an economic recovery tied to the fading of Covid and marked a robust year for equities counterbalanced against a tough year for bonds, 2022 has largely been a rough year thus far across most asset classes. At the start of 2022, the biggest concerns were the lasting impact of Covid variants on economic growth, rate hikes by the Federal Reserve and Read More...

by Admin Koa
April 1, 2022
Investor Library Market Commentary

Market Commentary – 2021 YEAR END AND 2022 MARKET OUTLOOK

Market Commentary - 2021 YEAR END AND 2022 MARKET OUTLOOK

If 2020 was a strange, topsy turvy year in the markets influenced notably by the introduction of Covid into the lexicon and uncertainty surrounding the US Presidential elections, 2021 provided a worthy sequel. Despite a lot of hand wringing about the Federal Reserve’s likely shift in monetary policy, Covid variants, ballooning Read More...

by Admin Koa
January 13, 2022
Financial Planning

Financial Planning – MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Financial Planning - MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Now when I say on-time, I mean early, and when I say early, I mean as soon as possible! The FAFSA becomes available for the Fall 2022 school year October 1st, 2021. Many schools and states award financial aid on a first-come, first-served basis and for those who put off completing the Read More...

by Admin Koa
October 11, 2021
Investor Library Market Commentary

Market Commentary – Third Quarter 2021

Market Commentary - Third Quarter 2021

After a fairly tame second quarter when economic growth accelerated and a steady dose of vaccinations helped to ensure that Covid cases diminished, the third quarter proved to be a mixed bag. While corporations continued to post strong earnings growth despite high earnings expectations, the quarter also saw the following: 1) A resurgence in Covid cases due to the Delta variant Read More...

by Admin Koa
October 11, 2021
Financial Planning

Financial Planning – New Child Tax Credit Monthly Payment Details

Financial Planning - New Child Tax Credit Monthly Payment Details

Since the beginning of the year there has been a lot of chatter in Washington about various tax reform and estate tax changes, yet none have come to fruition at this point. However, one item that is set to begin is the new increased child tax credit. Starting on July 15th the increased child tax credit will start to be mailed out monthly for those who qualify. Prior to the American Rescue Plan Act (ARPA) qualifying families Read...

by Admin Koa
July 22, 2021
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