Watertree Financial Wellness

07/11/2023

The current market rally has lasted roughly nine months, about the length of the market's downtrend in 2022. While the Standard & Poor's 500 remains well below the high, the downtrend and the uptrend are starting to look similar. The first quarter gross domestic product expanded at a 2% rate, and the job market appears in good shape. Meanwhile, the stock market, considered a lead indicator, rallied in the first half, catching some by surprise. Those in the "just a matter of time before a recession" camp point to the yield curve. It remains inverted, with the interest rate on 2-year Treasury notes higher than on 10-year Treasury notes. Historically, an inverted yield curve has signaled a recession. Remain focused on your investment strategy, which reflects your goals, time horizon, and risk tolerance.

05/01/2023

The markets anticipate that the Fed is prepared to lower short-term interest rates later this year. It may only be a matter of time before rates head lower.

03/07/2023

The Federal Reserve is anticipated to increase short-term rates during its meeting in March 2023 as part of its efforts to combat inflation.

03/04/2023

Looking for something new to add to your garden in 2023? Check out these innovative plants with larger flowers, improved disease resistance, and higher nutrition. AP News has the "dirt":

Most gardeners have favorite go-to plants that perform well in their climate and simply make them happy. For me, those are coneflowers, catmint, liatris, alliums, daylilies, black-eyed Susans and oh so many tomatoes.

03/02/2023

The IRS adjusted long-term capital gains brackets for 2023, which can provide an opportunity to be in the 0% capital gains bracket. CNBC has the story:

There are higher taxable income thresholds for the 0%, 15% and 20% long-term capital gains brackets for 2023. Here's what to know.

02/27/2023

Are recession fears fading? Investors may still be cautious but it appears that CEOs are markedly more optimistic. During quarterly earnings calls for Q4 2022, the mention of a recession has dropped to just 12%.

02/23/2023

02/23/2023

Big oil companies more than doubled their profits in 2022 to $219 billion, resulting in increased spending on oil and gas projects. Reuters has the details:

Big Oil more than doubled its profits in 2022 to $219 billion, smashing previous records in a year of volatile energy prices where Russia's invasion of Ukraine reshaped global energy markets and, in some cases, the industry's climate ambitions.

02/20/2023

Age knows no bounds when it comes to skiing. Travel + Leisure has the best places for seniors to hit the slopes in North America:

These 10 ski resorts in the U.S. and Canada cater to seniors with special events, discounted (or free) tickets, and more.

02/18/2023

The U.K stock market and other European markets are hitting new all-time highs. With brighter economic outlooks than the U.S. and China, it's no wonder why investors are taking notice.
781-7RETIRE

02/03/2023

Is the bear market over? As with any market cycle, it takes time for a trend to get established. Stock prices seem to be rebounding, but the 10-year Treasury yield remains below the 2-year, indicating a recession could be on the horizon as noted below. Only time will tell how the markets will resolve conflicting signals.
If you would like to discuss further,give us a call at 781-7RETIRE!

01/22/2023

Inflation is trending lower, and all eyes are on the Fed to see what their next move will be. In the table below, a survey of traders have made investments based on what they think the Fed's next move will be. Only time will tell! We'll keep you apprised of what the Fed's next move is.