Topic 2 | MPS LORIA Financial Planners, LLC

Looking at the Past for Future Perspective

May 30, 2023 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

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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

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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

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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…

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Economic Activity Accelerates Heading into Spring

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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

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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…

‘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…

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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…

Inflation, the Fed, Correction; Oh My!

May 29, 2023 Topic

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….

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