Blog
Keep current with the latest insights from Gordon Asset Management, LLC.
Weekly Economic Perspective
Easing financial conditions and improved sentiment have boosted markets but premature interest rate cuts could reignite inflationary pressures.
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ISM Services disappoints, inflation data shows muddled picture.
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December 2023: Job cuts improve by -24%, US debt hits $34 trillion, auto market outlook shifts.
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With the consecutive holiday shortened weeks, there has not been much on the economic data release front. Instead, we would like to share several slides from a webinar with our research partners, Hedgeye Risk Management, LLC.
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Weekly Economic Perspectives summarizes key market and economic news and commentary from the prior week. We hope you enjoy!
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Market Brief - November 20, 2023
As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return...
Read MoreConcerns on the Consumer
As a follow on to our most recent commentary, the outlook for the US consumer is looking increasingly challenging. Items ranging from inflation to the resumption of student loan payments are weighing on consumption.
Read MoreFall 2023 Market Update
Explore the K-Shaped Market: Unveiling the 7 Stocks Driving S&P 500 Returns and Why a Cautious Approach May Be Warranted
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
Changes to 529 Plans in the SECURE 2.0 Act: The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...
Read MoreUnderstanding the 2024-2025 FAFSA Changes: A Guide to New Rules and Their Impact on College Funding
Navigate the New Terrain of FAFSA: Key Changes in the Federal Student Aid Application for 2024-2025 and How They Could Impact Your College Funding Strategy
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
DIY Investor Pitfalls: The 6 Common Mistakes and How to Avoid Them for Long-Term Success
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...
Read MoreNavigating the US Debt Ceiling Crisis: What's Ahead for the Financial Markets?
By now, I'm fairly certain most Americans are aware that the US Treasury has reached the debt limit that can be issued to pay for expenses already appropriated by Congress. This standoff between leaders in the US House of...
Read MoreLiving Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...
Read MoreCharting the Course: Navigating Financial Markets
Charting the Course: Navigating Financial Markets is a replay of the Gordon Asset Management live webcast from 03.17.23 during which they discussed recent market movements, commodity prices, inflation, the bond markets, Silicon Valley...
Read MoreCONNECTING THE DOTS - A MARKET UPDATE
Economic Growth & The Stock Market: Something's Gotta GiveEconomic growth and stock performance are closely related. As economic growth slows, so too do earnings and revenue for companies. This means that as GDP growth...
Read MoreWeekly Market Insights: Erratic Holiday Trading Leaves Stocks in Doldrums
In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...
Read MoreA Plan Sponsor's Guide to SECURE 2.0
Sweeping changes for retirement plans were signed into law on December 29, 2022 as part of the Consolidated Appropriations Act. Specifically, “Division T” is known as “SECURE 2.0” and it builds upon the...
Read MoreConnecting The Dots - A Market Update
Private investments have their own set of unique characteristics that can make them attractive for investors. There are risk that investors should be aware of prior to investing. In this edition, we aim to demystify private investments.
Read MoreMarket Review & Outlook 11.03.22
Join Gordon Asset Management, LLC's Todd Zempel as he recaps recent stock market activity and explains leading economic indicators that point to a possible recession in the coming months.
Read MoreFall 2022 Retirement Plan Sponsor Update
Gordon Asset Management, LLC Partner and Retirement Plan Services division leader Todd Zempel provides an update on issues pertinent to retirement plan sponsors including year-end action items and potential new legislation.
Read MoreWeekly Market Insights: Wall Street Flips the Script & Enjoys a Rally.
A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...
Read MorePodcast: Fall 2022 Market Review & Outlook with Centre Funds' James Abate
Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate, founder and Chief Investment Officer of Centre Asset Management, LLC.
Read MoreWeekly Market Insights: White Hot Inflation Report Alarms Investors
A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...
Read MoreWeekly Market Insights: Powell comments spur sell-off on Wall Street
A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...
Read MoreWeekly Market Insights: Stocks Have Warmer Week as Inflation Cools
An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...
Read MoreWeekly Market Insights: Mixed Week For Markets; Jobs On The Rise
Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...
Read MoreWeekly Market Insights: Markets Rally; Earnings Better Than Expected
Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...
Read MoreWeekly Market Insights: Markets React to Dim Forecast, 2Q Reports
Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...
Read MoreWeekly Market Insights: Friday Rally Stems Week of Losses
A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...
Read MoreEuro/Dollar Parity & Summer Travel
Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck.Why is that?For the first time in almost 20 years, the U.S. dollar and the euro have reached parity. Souvenirs...
Read MoreWeekly Market Insights: Stocks Rally Despite Mixed Data
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
Read MorePlayback: Market Update June 28, 2022- Gordon Asset Management, LLC
https://youtu.be/ZpCVNwKjiPE
Read MoreSeries I savings bonds are paying 9.62% through 10/22--How do you buy them?
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...
Read MorePODCAST: #35 - Spring/Summer 2022 Market Review & Outlook with James Abate
Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please...
Read MoreAfter Hours Live w/ Gordon Asset Management, LLC
Join Gordon Asset Management, LLC May 19th for a live update on the economy & markets.Submit your questions to be addressed on the webinar.CLICK HERE to register.
Read MoreRisk Management: Dollar-Cost Averaging
Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether you’re a seasoned investor or just getting...
Read MorePODCAST: #34 - Macro Musings with Glenn & Z (05.06.22)
Join Glenn and Z as they contemplate recent market volatility, fed rake hikes, and factors indicating we could be on the cusp of a recession.Disclosures:Gordon Asset Management, LLC is a registered investment adviser. Information...
Read MoreGAMLLC Mid-Quarter Update 05.05.22
The post-pandemic rally, fueled by easy money and fiscal stimulus, has come to a screeching halt in 2022. In fact, this has been the worst start for stocks (S&P 500) since 1939! Bonds have not been a place for safety during this...
Read MorePodcast: Russia/Ukraine update: What's the deal with oil?
What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Recurrent Advisor Portfolio Manager Brad Olsen's take on the situation and opportunities for investment...
Read MoreHere's what Millennials and Gen Xers need to know about Social Security
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What High(ish) Equity Valuations Mean for Your Retirement Plan
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Higher taxes may be on the way for wealthy Americans after House vote
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