The Markets U.S. stock markets are sending mixed signals. If you look at the performance of the CBOE Volatility Index (a.k.a. the VIX or fear gauge), which is a measure of market expectations for volatility in the near future, it appears all is well and investors expect ...
April 10, 2017Planmark Administrator
The Markets Happy birthday! Toward the end of the first quarter, the bull market celebrated its eighth birthday. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management wrote: “Eight years ago, on March 9, 2009, the S&P 500 closed at 677, down 57 percent from where it ...
April 3, 2017Planmark Administrator
The Markets You’ve read it before – and it’s true. Markets hate uncertainty. Failure to pass the American Healthcare Act, which was supported by Republican leaders in Congress and President Trump, may have spooked U.S. stock markets last week. In an article titled, “How To Make Investing Decisions ...
March 27, 2017Planmark Administrator
The Markets Three steps and no stumble… Technical analyst Edson Gould developed a market rule of thumb known as ‘three steps and a stumble.’ It states stock prices may fall after the Federal Reserve (Fed) raises the Fed funds rate three times in a row without a ...
March 20, 2017Planmark Administrator
The Markets Rate hike ahead…maybe. Last week’s U.S. employment report was better than expected. The United States added 235,000 jobs in February, which was a few more than economists had forecast. It may seem counterintuitive, but the positive economic data helped push U.S. stock markets lower. The jobs ...
March 13, 2017Planmark Administrator
The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Norcross is a commonly asked question about Plan Audits. The plan sponsor asked: “Who is considered a “key employee” and a “highly compensated ...
March 9, 2017Planmark Administrator
The Markets It was a grand slam. Major U.S. stock markets were positively euphoric following President Trump’s speech on February 28. Optimism about the new administration’s pro-growth policies propelled the four major U.S. stock indices to record highs, despite a dearth of policy details, reported Financial Times. It’s ...
March 6, 2017Planmark Administrator
The Markets Once upon a time, five blind men discovered an elephant. Each man examined a different part of the elephant and formed a unique impression about the animal. One believed an elephant was like a pillar, while another decided an elephant was like a snake. In ...
February 27, 2017Planmark Administrator
The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Atlanta is a commonly asked question about Plan Audits. The plan sponsor asked: “Can a 401(k) participant request a hardship distribution if the ...
February 23, 2017Planmark Administrator
The Markets Up! Four major U.S. benchmark stock indices closed at record highs for four consecutive days during Valentine’s Day week, reported Financial Times (FT). To date, positive corporate earnings and robust investor confidence have offset fiscal and political uncertainty and helped push U.S. stock markets higher, said ...
February 21, 2017Planmark Administrator