Blog | MPS LORIA Financial Planners, LLC

Anticipated Allocation Adjustments

May 30, 2023 Topic

March proved to be one of the most volatile months in the history of the stock market. We’re officially in bear market territory and it happened very quickly. As the unfolding human and financial damage from COVID-19 hits the population and…

What Happens In March Stays In March

Topic

What Happens in March Stays in March Markets rebound in April as investors move past initial panic reaction to COVID-19 Key Observations Investors benefitted from a substantial market rebound in April after an incredibly weak March, but year-to-date returns broadly…

Looking at the Past for Future Perspective

Topic

Looking at the Past for Future Perspective | Bear Markets and Recoveries | June 2020 While the bear market earlier this year may have had little historical precedent given the nature of the COVID-19 pandemic, investors may find it helpful…

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Fed Stays Put

Topic

The Federal Reserve (Fed) left its policy rate unchanged at the July meeting and announced it expects to continue buying U.S. Treasury and agency securities at the current pace for the foreseeable future. Treasury yields were little changed following the…

What the Election Means for My Portfolio

Topic

Investors must understand – and anticipate – the correlation between the outcomes of the election and the markets, if any. Red, Blue or Purple – Does It Matter Who Wins? It is true that politics can be deeply personal, especially…

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Treasury Volatility Returns as Stocks Advance

Topic

Treasury yields surge while equity prices climb higher amid consumer strength. Key Observations The Treasury curve steepened during the month with a sharp rise in the 10-year and 30-year yields, pushing both to pre-pandemic levels. Equities rallied, notably small cap…

Black and Silver Laptop with Stock Market Display on Screen

Economic Activity Accelerates Heading into Spring

Topic

Key Observations March was another strong month for risk assets, particularly in the U.S. as vaccine manufacturing and distribution ramped up. Loosening COVID restrictions coupled with the new $1.9 trillion stimulus bill supported increased business activity and rising inflation expectations….

Biden Administration Tax Proposals

Topic

What was announced, what was excluded, and what to keep in mind On April 28, the White House released the “American Families Plan” which outlines the administration’s goals for investing in children, families and U.S. workers. The proposal would include…

2021 Mid-Year Outlook

Newsletter

Economic recovery, updated vaccine and portfolio considerations Key Observations Financial market returns year-to-date coincide closely with the premise of an expanding global economic recovery. Economic momentum and a robust earnings backdrop have fostered uniformly positive global equity returns while this…

‘Normalcy’ Moves Markets Higher, but Concerns Rise

Topic

Key Observations Many broad market indexes posted positive returns for the month of July with some U.S. indexes hitting all-time highs. However, recent trends favoring the ‘vaccine trade’ areas of the market have reversed for the month with energy taking…

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Seeking Clarity on Tax Reform The Wait Continues…

Topic

This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare and various tax credits. The plan (as proposed) would largely be funded by additional taxes on high earners. Since…

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Reading and Writing and… Finances? The Case for Children Learning About Fiscal Responsibility

Topic

MPS LORIA’s work with families teaches us time and time again that one of the biggest risks to the continuation of wealth is not poor investment performance but the lack of preparedness in the inheriting generation. In this sense, the…

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