Our Market Commentary

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

One Day 2% Pull Back

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…

“Sell in May”

Hoping everyone had a great weekend and your summer is treating you well.  From an investment perspective, we are fortunate that the markets continue to provide strong returns, but some uncertainty about overly frothy equity markets and potential inflation are starting to creep into daily conversation. The Fed has a two-day policy meeting this week…