Blog | MPS LORIA Financial Planners, LLC

2021 Mid-Year Outlook

May 30, 2023 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

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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…

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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…

School bench with stationery in classroom

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

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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…

Markets Pause as a New COVID Variant Emerges and the Fed Strikes a Hawkish Tone

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Key Observations Global equity markets took a step back in November, with investors favoring safe-haven assets. Emergence of the new Omicron COVID variant and more hawkish comments by the Federal Reserve led to market volatility late in the month. U.S. political…

Nine Moves to Consider Before Year-End

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Year-end planning could prove more challenging in 2021, given continued uncertainty over tax reform. The social safety net and climate bill known as the “Build Back Better Act” (BBBA) has been tied up in negotiations for months, given competing priorities…

2022 Themes

May 29, 2023 Newsletter

In our view, navigating moderation takes preparation, a mental shift and thoughtful risk management. Diverging monetary policies globally, shifting winds in inflation and meeting market expectations around earnings require consideration. With these potential headwinds in mind, we continue to warn…

Inflation, the Fed, Correction; Oh My!

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Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major indexes sold off with some crossing into a technical correction….

How Markets Behaved in Past Significant Virus Outbreaks

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Learning from how past viruses impacted investing is critical to figuring out how to respond to this situation. Bottom line, market sell offs were short term and followed by a stock market recovery. Maintaining discipline over years and not months…

Fed Goes to Zero, Reboots Quantitative Easing

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In what shaped up to be a busy and sobering weekend for investors and concerned citizens alike, the Federal Reserve (The Fed) released a statement 3:00 p.m. (CDT) Sunday outlining three critical steps the Fed will take to support global…

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Speculation or Panic is Not a Strategy

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We wanted to reach out to you due to the recent market sell-off. After a very strong 2019 the stock markets were due for a pull back. The question is what would be the catalyst for this sell-off? It has…

April 2023 Market Recap

April 30, 2023 Newsletter

April 2023 Market Recap. If you have any questions, or wish to speak with an Advisor, please do not hesitate to contact us. Open image for disclosures and list of indices representing each asset class. Past performance does not indicate…

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