Retirement Investment Advisors
CERTIFIED FINANCIAL PLANNER™ professionals in Oklahoma and North Texas.
As the market turns…
When investor preferences shift and money flows from one sector, industry, investment style or geographic region into another, it is called a market rotation.
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All eyes on the bond market.
The scale of the tariffs introduced by the administration shocked investors, sparking a roller coaster of a week for stock markets.
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“If you can keep your head when all about you are losing theirs…”
The advice offered by Rudyard Kipling’s poem “If—” resonated last week. A sharp escalation in trade tensions sparked a stock market downturn despite news that the United States economy created far more jobs in March than economists had expected, reported Lucia Mutikani of Reuters.
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As you are likely aware, markets have recently experienced increased volatility, largely attributed to uncertainty surrounding the new tariff policies. The duration of this volatility and the ultimate policy outcomes remain uncertain.
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Risk-on. Risk-off.
If you read the financial press, you may have seen the terms “risk-on” and “risk-off”. When investing, there is a risk-return spectrum. Stocks typically have higher risk and higher return potential than high-quality bonds. High-quality bonds have lower risk and lower return potential than stocks, although they typically have higher risk and higher return potential than cash.
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The market whisperer…
Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair Jerome Powell soothed markets. He explained that conditions in the labor market were broadly in balance and inflation had eased significantly over the past two years. Overall, the possibility of recession, while rising, remained low.
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A correction and a bounce.
Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory. The Nasdaq Composite Index (Nasdaq) was already in a correction, and the Dow Jones Industrial Average (Dow) was close, reported Paul R. LaMonica of Barron’s.
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