Our Market Commentary

Join The WealthPlan team as we explore topics around investments, practice management, advisor technology, and more.

Market Commentary – July 28, 2021

Last week’s Monday stock market pullback was a blip. At the time, there was a heightened narrative around downside stock market risk in the broader media. All kinds of commentaries surfaced to assign cause to the one-day 2% pullback and speculate about the potential downside still to come. The cited culprits ranged from inflation pressures,…

Investment Letter – Second Quarter 2021

  One of the best lessons I’ve learned during my 30-year investments career is this: DON’T FIGHT THE FED. What does this mean? It means that when Fed policies are supportive of the market (lower rates, quantitative easing), the prevailing winds will likely be favorable to stocks and other risky assets. Conversely, when Fed policies…