Well, the markets certainly finished off 2023 with a bang! Those year-end statements were a pleasant surprise for most investors. I think we all needed that, and if you paid much attention through 2023, you may have noticed that the majority of the total returns came...
All I can say is “what a difference a year makes!” I want to keep this post fairly light (it is the Holiday season after all), but there are some great take-aways from 2023 that are worth noting. Here are a few observations (on markets and the economy in general) and...
We are rapidly approaching my favorite Holiday of the year: Thanksgiving! And, as always it is a great time to consider all we have to be thankful for, even if that doesn’t include a good stock market over the last 2 years. As I like to say though, the market goes up...
I know. I feel the same way. This year just seems to have event after event that makes us feel awful. I’m pretty sure the Media does their best to keep it that way. Is it any wonder that consumer sentiment is low? I know we hear it from most of our clients, and...
Well, since we are being bombarded with news of the next “Debt Ceiling Showdown,” I thought I’d resurface this blog post from just a few months ago (May 2023). https://lineawealth.com/no-ceiling-in-sight-may-05-2023/ Nothing has changed here folks…except there is no...
I wanted to share a quick note since we put out a blog a couple of weeks ago suggesting that we still believe a recession is in the cards 6-12 months out. Investors (and Advisors) have become hyper-focused on the “R word” and when they are coming (or not). Frankly, I...
As early as July of last year, we started addressing the non-stop talk about the looming “recession” that everyone seemed to be calling for. Our opinion was that we were NOT in a recession, and one wasn’t imminent, but we did feel that one was “likely in the next 12-24 months.”
Like tax time, your annual physical, and the (sometimes) annual Family reunion, that pesky debt ceiling drama has come back into the news cycle.
Yes, there is a fun basketball tournament going on as well, but I’m talking about the madness affecting global financial markets of late. Of course, seeing headlines of bank failures is always concerning. There are real implications, as lending standards will...
It is hard to believe we are already in March of 2023! But, since time is going by so quickly, I thought it was a good time to look back at some of our previous blog posts. Why? Well, for one – nothing has changed with our expectations for 2023. But, I also want to...