In this month’s recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing...

  Coronavirus and your Portfolio Written by: Philip Lockwood How big of an impact could it have on your portfolio (Posted to Blog and Facebook on 2/24/20) As of Feb...

Things to watch for in 2020 Written by Philip Lockwood 2-20-20   Election: Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you...

The Secure Act Written by Philip Lockwood The Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act was signed into law by the President on...

In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the...

2019 Year in Review  Written by Philip Lockwood In 2019 the S&P 500 gained 28.5%, its best performance since 2013 and the 13th year in the last 25 that the...

Monthly Economic Update Presented by Philip Lockwood, January 2020   THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly positive year on Wall Street. The S&P 500...

In this month’s recap: the Federal Reserve eases, stocks reach historic peaks, and face-to-face U.S.-China trade talks formally resume. Monthly Economic Update Presented by Philip Lockwood, August 2019   THE...

In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish. Monthly Economic Update Presented...

Ice Cream and Spinach Written by: Philip Lockwood   It’s an unfortunate reality that children aren’t compared to politicians often enough. If you ask my four year old what he...