Market Updates
Weekly Financial Insights Blog

Earnings Season Arrives

Since Dec. 31, we have been anticipating the beginning of the first quarter earnings report season. Expectations are high for corporate earnings growth in 2018, and the first quarter reports will provide a picture into how companies are growing revenue and profit as well as benefitting from tax refo[...]

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Which Glass Is It?

Investor sentiment is a fickle thing. Over longer periods, stock prices reflect the fundamentals of company performance, i.e., revenue and earnings growth, as well as profit margin expansion or contraction. However, on any given day, how investors feel about the prospects for those fundamentals can [...]

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Doves, Hawks and Robins

Spring is here! Unless of course you are living through your 4th nor'easter in the last month, in which case you'll have to wait. Here in Wisconsin, robins are back in the yard. Yesterday's news from the Federal Reserve Bank came with an increase in interest rates and a debate about w[...]

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Jobs and the Economy

Last Friday, the jobs report was released and, by most measures, it was great news. Jobs rose by 313,000 and the unemployment rate remained near 4%. This was the strongest report in 18 months, leading many to believe that the stock market correction was much ado about nothing. In fact, as of [...]

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The Fiscal Combine

It's NFL Combine week, the time when college football prospects have an opportunity to showcase their talents for scouts across the league. Quarterbacks are one of the most watched groups because they represent the future leadership of NFL teams. They are tested for speed, throwing accuracy and[...]

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The Inflation Boogeyman

As volatility has returned to stock and bond markets, investors are looking for reasons to be optimistic or fearful. The topic dominating the fearful group is inflation. Investors and consumers alike abhor inflation because it eats into investment returns and income through rising prices. Today we'l[...]

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Lessons of a Broken Hand

On a recent ski trip, I admonished my son for taking risks without knowing the terrain. Of course after two days of success, what was there to worry about? Coming out of the woods and off of a jump that looked too high to manage, he took a spill and wound up with a broken hand. Sometimes long period[...]

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Too Early to Tell

Investors and pundits are enthusiastic about the acceleration of economic growth and the potential benefits of tax reform. The stock market has continued the rally from 2017, and despite the fact that we finally saw some volatility this week, returns look more like a months' long rally rather t[...]

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Clipping Coupons

When I was in college, I had an internship with a large national bank in their corporate trust department. This area was responsible for processing bond issues. In short, when a corporation wanted to raise capital by issuing debt, someone had to keep track of who owned that debt and should get paid [...]

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Happiest Of New Years

As we begin 2018, market sentiment for stocks is reaching all-time highs while bonds are reaching record lows. This may seem like a continuation of last year's enthusiasm for stocks and pessimism for bonds; however, a year-over-year comparison offers some insight into how markets may trade this year[...]

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