BFSG Blog

Financial Resources & News

Monthly Market Update (February): 3 Things You Need to Know

February was a month of two halves. Hawkish central banks, high inflation and a strong U.S. jobs report dominated the first half of the month. However, the Russia/Ukraine situation has taken over the narrative for the second half of the month and has carried over into March. Our hearts and prayers go out to the people of Ukraine. Here are 3 things you need to know: Real gross domestic product...

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SPACs Go from Red Hot to Ice Cold

By:  Robert Verdugo, CMFC®, APMA®, Financial Analyst What a difference a year makes. Last spring, you couldn’t avoid the topic SPACs (Special Purpose Acquisition Companies) in any financial publication you laid your eyes on. Now the SPAC conversation is still prevalent, but for opposite reasons. Investor sentiment has dissipated dramatically in recent months as the prospect of higher inflation...

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Monthly Market Update (January): 3 Things You Need to Know

Fed predictions, Omicron, geopolitical tensions, oh my! This year’s stock market weakness culminated with some of the sharpest intraday swings since the start of the pandemic. However, the stock market is forward looking, and investors may have already priced in this information. Here are 3 things you need to know: A sell-off among leading tech stocks contributed to a 9% decline for the Nasdaq...

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The Least Understood Risk to Retirement

You have done a great job preparing for retirement, but do you understand the risks? Timing is everything, and early market declines at retirement, particularly if they are paired with rising inflation, can significantly reduce the longevity of your retirement nest egg. Learn from Paul Horn, CFP® in this 2-minute BFSG short as he discusses the least understood risk to retirement – sequence risk...

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Monthly Market Update: 3 Things You Need to Know

Many equity markets saw their best month of the year (including the S&P 500), whilst commodities led the way. Here are 3 things you need to know: Real GDP growth slowed substantially in the 3rd quarter to a 2.0% annual rate, after 6.5% growth in the first half of the year. Recent data points to a pick-up of economic momentum for the 4th quarter.Core CPI inflation for September rose to 4.04%....

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August Monthly Economic Summary

Last month was an interesting month for the markets and below is the economic summary for August.  As always, if you have any questions or want to discuss more in-depth do not hesitate to give us a call! Sources: Sources: J.P. Morgan Asset Management – Economic Update; Bureau of Economic Analysis (www.bea.gov); Bureau of Labor Statistics (www.bls.gov); Federal Open Market...

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Monthly Economic Summary

We know trying to keep up with everything going on in the market is difficult. We do this full time with several experienced professionals to help make sure we can get as much information as possible to help us try and make the best investment decisions for our clients. Below is a monthly summary we will be doing going forward to help you track some of the most important data points in one...

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