Friday, January 31, 2020

Retirement Data - Fidelity and Transamerica Retirement Updates

If you're wondering how American households are doing saving for retirement, please read two recent reports issued by Fidelity and Transamerica examining retirement preparedness in the United States. Transamerica published their findings from their 19th Annual Transamerica Retirement Survey of Workers in December 2019 and Fidelity published their Retirement Savings Assessment in January 2020.

Tuesday, January 7, 2020

January Market Update - Commodities Rising

The S&P 500 gained 2.86% in December. For a summary of market returns for 2019, read Visual Capitalist's post How Every Asset Class, Currency, and Sector Performed in 2019.  After dropping significantly in October 2018, commodity prices have begun turning higher.  This increase and an upturn in inflation may be substantial economic themes for the first half of 2020. As I wrote in the March Market Update of 2019, the United States has never experienced 138 months of economic expansion. Remember, this is how long it will be if this economic expansion lasts until the U.S. presidential election in November. We know what increasing inflation and slowing growth means. Yes, stagflation season in the U.S. economy. Will it last for a couple of quarters and then reverse? Now let's review price, sentiment and valuation as we start 2020. Happy New Year!