March has been a wild and wooly month so far, with high volatility continuing to roil the global stock markets and central banks continuing to put pressure on bond markets. But the most interesting story of the last couple of weeks — and the one that’s sparked the most conversation with clients — is sudden turmoil in the banking industry.
Current Market Conditions and Short-Term Expectations: Whenever the major US stock indexes reach new highs, or tumble unexpectedly, we hear from a few of our clients with worries about the near future. The S&P 500 (a broad index representing the largest US-based companies) hit new all-time highs in late…

It’s hard to avoid hearing the rumbling sound coming from Wall Street over the last couple of weeks. Even news outlets that don’t normally mention market news have spent at least a few minutes on the wild ups and downs – okay, mostly downs – of the major indexes. And…

There are a handful of questions that most financial planning clients bring in our front door. The answers can vary widely, of course, since the situations folks face are so very different. But there are some commonalities, some points of contact — and in this series, we look at a…

For the last decade or so, economists and investment advisors have agreed that “interest rates can’t go much lower — they’re bound to rise, and probably soon”. But the rate on the benchmark 10-year US Treasury bond has, over the last ten years, fallen from between 4% and 5% down…