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The Blog

2017 - What Does it Hold?

Posted by Retirement Advisors of America on Jan 8, 2017 4:00:00 PM


As we head into the new year, let’s briefly review 2016 and then discuss our outlook for 2017. When 2016 began, the S&P 500 stood at 2045 and as of November 4th it was at 2085, or essentially flat to modestly higher. This paralleled our 2016 outlook for a low return environment due to above average valuations.

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Topics: Investment Updates

The New Administration and the Market

Posted by Retirement Advisors of America on Dec 6, 2016 12:00:00 PM


Now that the election is over, there is the potential for policy settings to flip from “easy money, tight fiscal” to “tight money, easy fiscal.” By “tight money,” we mean that interest rates are going higher, as we have already seen.

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Topics: Investment Updates

Earnings Matter Most

Posted by Retirement Advisors of America on Nov 3, 2016 4:30:00 PM


The above was the headline from the October 10, 2016 research report from the Bank Credit Analyst (BCA). However, you would never know it from where the stock market is currently trading.

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Topics: Investment Updates

Will the Election Outcome Affect the Stock Market?

Posted by Retirement Advisors of America on Oct 5, 2016 4:00:00 PM


If history proves a useful guide, the outcome of the upcoming presidential election in the US is unlikely to have a major bearing on the performance of the stock market. Economics, in the end, always trumps politics (no pun intended).

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Topics: Investment Updates

We Feel a Correction Is Coming

Posted by Retirement Advisors of America on Sep 6, 2016 1:00:00 PM


The post-BREXIT rebound has pushed stocks into overbought territory. U.S. equities, in particular, look increasingly priced for perfection (meaning there is no room for error); this, when the Fed is talking more hawkishly about raising the federal funds rate, maybe even at their September meeting.

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Topics: Investment Updates

LIBOR Moves Higher

Posted by Jeremy Merchant on Sep 1, 2016 5:13:24 PM


In July 2014, the Securities and Exchange Commission (SEC) issued new regulatory rules governing money market mutual funds. These changes, which will become effective on October 14th, 2016, will establish a new framework for this asset class.

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Topics: Investment Updates

What’s Next with the Market?

Posted by Retirement Advisors of America on Aug 7, 2016 10:00:00 AM


Now that the Dow and S&P 500 have set record highs without corresponding records in corporate earnings or GDP growth, where do we go from here? That is a great question. Let’s dig a little deeper to see what is going on.

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Topics: Investment Updates

BREXIT - Investment Implications

Posted by Jeremy Merchant on Jul 1, 2016 3:24:50 PM


Europe is a collection of countries that used to argue with each other (a lot!). During WWII, many countries within Europe fought against each other, further hurting the continent. After WWII, these same countries needed to trade with each other, but incurred too many trading obstacles.

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Topics: Investment Updates

Up, Down or Sideways?

Posted by Retirement Advisors of America on Jun 5, 2016 11:00:00 AM


That seems to be the question. Since February 24, 2015, the S&P 500 has basically gone sideways with two short-lived downdrafts. The first one was from August 17th to August 25th and the second one was from December 29th to February 11th.

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Topics: Investment Updates

The U.S. Dollar

Posted by Jeremy Merchant on Jun 1, 2016 5:18:57 PM


The U.S. dollar continues to be a big story for investors as it remains one of the primary drivers of the global economy. The U.S. dollar began the year in a very strong position but has weakened considerably as the U.S. economy has continued to weaken.

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Topics: Investment Updates