Economic Updates and Outlooks - CMP Financial Planning

American flag hanging outside. How is investing in the US quarter Q3 2021.

July 30, 20210Comments

Quarterly Investing, Market and Economic Overview – Q3 2021

How's investing and what should investors know during the third fiscal quarter of 2021 and the COVID-19 pandemic. Stocks continued their upward trajectory for the quarter. The US stock market

by Aaron Gilliam

Economic Updates and Outlooks

June 3, 20210Comments

Market Overview: Vaccines, Growth and Your Investments

Information through May 28, 2021 Markets continue their upward climb, albeit more slowly in the second quarter compared to the first. Optimism about vaccines and the ending of the pandemic and

by Aaron Gilliam

Economic Updates and Outlooks

March 17, 20210Comments

Market Overview through February 2021

Markets continue to set new records despite the fact that the world has a long way to dig out from the pandemic. Investors seem oblivious and are buying stocks like GameStop,

by Aaron Gilliam

Economic Updates and Outlooks

December 23, 20200Comments

Economic and Investment Update: 4th Quarter 2020

Information as of November 30, 2020 As we are about to enter a long winter of often grey skies, frigid temperatures (at least for most of us!!) and relative isolation, it

by Aaron Gilliam

World map with airplane for a Q3 investment update

Economic Updates and Outlooks

September 18, 20200Comments

Economic and Investment Update: 3rd Quarter 2020

Information as of August 27, 2020 In our last economic and investment update newsletter we expressed surprise about the stock market's climb, and here we are with the S&P Index at

by Aaron Gilliam

Economic Updates and Outlooks

July 28, 20200Comments

Market and Economic Overview: The stock market and economy in the 2nd Quarter 2020

Information as of June 30, 2020 The stock market has rebounded substantially over the second quarter, making up, at least in part, for the abysmal losses resulting from the coronavirus and

by Aaron Gilliam

Economic Updates and Outlooks

June 24, 20200Comments

Economic and Investment Update: Stock Markets during the 2nd Quarter 2020

Information as of June 1, 2020 What is going on with the stock markets? America is trying to recover from an unprecedented pandemic and is in the throes of serious civil unrest

by Aaron Gilliam

Economic Updates and Outlooks

April 29, 20200Comments

Investment and Economic Update: 1st Quarter 2020

Economic update as of March 4, 2020 Until March, the stock market expansion, in its 11th year, seemed impervious to bad news. Then came the coronavirus! US stocks, as measured by

by Aaron Gilliam

Economic Updates and Outlooks

March 10, 20200Comments

Market Response to a Crisis Handout

by Aaron Gilliam

Economic Updates and Outlooks

February 11, 20200Comments

Quarterly Market/Economic Overview for the 4th Quarter, 2019

What a spectacular year for stocks in 2019! At this time last year, who would have thought that a year later we would be celebrating such growth? If you can remember back

by Aaron Gilliam

Economic Updates and Outlooks

December 30, 20190Comments

Economic and Investment Update: 4th Quarter 2019 through November 29, 2019)

By Christina Povenmire, MBA, CFP®, and Barry Jamieson, CFP®, MA Last December, the US stock market went through a brief but noticeable downturn. For many market watchers, this seemed like the start

by Aaron Gilliam

Economic Updates and Outlooks

May 18, 20190Comments

Economic and Investment Update: (1st Quarter through February 27, 2019)

By Christina Povenmire, MBA, CFP®, and Barry Jamieson, CFP®, MAWhat a difference a quarter makes! In December I was lamenting that our long bull market was coming to an end. In

by Aaron Gilliam

Economic Updates and Outlooks

Investment Planning

January 1, 20190Comments

Special Bulletin Regarding the Stock Market

While the Christmas holidays may provide us with many reasons for celebration, the precipitous volatility and decline of the stock market indexes is certainly not one of them. A typical 60/40

by Aaron Gilliam

Economic Updates and Outlooks

January 1, 20190Comments

Stock Market Turbulence- Economic and Investment Update: 4th Quarter 2018 (through November 21, 2018)

By Christina Povenmire, MBA, CFP®, and Barry Jamieson, CFP®, MA This has been quite a turbulent year for stocks! In case you hadn’t noticed, most stock market indexes are down for the

by Aaron Gilliam

Economic Updates and Outlooks

September 27, 20180Comments

Stock Market Hits All Time High! Economic and Investment Update. 3rd Quarter 2018 (through 08/28/18)

By Christina Povenmire, MBA, CFP®, and Barry Jamieson, CFP®, MA For those of you who are prone to follow the business news, it has been hard to avoid the headlines that

by Aaron Gilliam

Economic Updates and Outlooks

September 27, 20180Comments

Economic and Investment Update. 2nd Quarter 2018 (through 06/04/18)

By Christina Povenmire, MBA, CFP®, and Barry Jamieson, CFP®, MA The stock market continues to bounce around much like it did the first quarter. Although quarter end portfolios were only slight

by Aaron Gilliam

DDS Financial Insights

Economic Updates and Outlooks

April 3, 20180Comments

This Year’s Market Volatility Scaring You? Managing Risk and Return in Uncertain Markets

by Christina Povenmire CFP®, MBA and Barry Jamieson, CFP®, MA What a difference a few months make! Over the past month it seems like every day comes with considerable market gyrations.

by Aaron Gilliam

Economic Updates and Outlooks

February 23, 20180Comments

Market Volatility Video

by Aaron Gilliam

Economic Updates and Outlooks

December 24, 20170Comments

Economic and Investment Update: Fourth Quarter 2017 (through 11/30/17)

With stocks continuing to go up and up, what’s not to like? Since the last Investment Update in mid-October, US stocks have gone up an additional 1.7%. YTD the S&P

by Aaron Gilliam

Economic Updates and Outlooks

October 16, 20170Comments

Quarterly Market/Economic Overview for the 3nd Quarter, 2017

Stocks and politics here and globally seem to be running in parallel realities. In the political sphere, news of some crisis or political impasse, either in the US or around

by Aaron Gilliam

Economic Updates and Outlooks

October 2, 20170Comments

August Economic Update

The economy, unlike our political situation, keeps on chugging along, growing at an annual 2% clip. Unemployment at 4.3% is at a 16 year low. The positive stream of earning

by Aaron Gilliam

Economic Updates and Outlooks

May 1, 20170Comments

Quarterly Market/Economic Overview for the 1st Quarter, 2017

The US and global stock markets continue to reach market highs. The US expansion is now in its eighth year. At the beginning of the first quarter market analysts were

by Aaron Gilliam

Economic Updates and Outlooks

February 16, 20170Comments

Quarterly Market/Economic Overview for the Fourth Quarter, 2016

The 4th quarter 2016 was full of market changing news and events. Donald Trump was elected. OPEC reached agreement on limiting oil production. The Federal Reserve raised interest rates by

by Aaron Gilliam

Economic Updates and Outlooks

January 15, 20170Comments

Economic and Investment Update: Fourth Quarter 2016 (through 12/15/16)

It’s finally happened! In case you are wondering, I am referring to the Fed finally raising the funds rate again last Wednesday. Of course, other events also fit this pronouncement,

by Aaron Gilliam

Economic Updates and Outlooks

October 21, 20160Comments

Quarterly Market/Economic Overview for 2016 Q3

Equities continue to churn out positive returns for the quarter and year to date in most categories including:

by Aaron Gilliam

Economic Updates and Outlooks

October 4, 20160Comments

Economic and Investment Update: Third Quarter 2016 (through 9/15/16)

As the third quarter of 2016 draws to a close, we are enjoying a second quarter in a row of strong stock market returns despite the retreat of a few

by Aaron Gilliam

Economic Updates and Outlooks

July 28, 20160Comments

Quarterly Market/Economic Overview for 2016 Q2

In the second quarter, ending June 30, 2016, the stock market roller coaster ride continued--markets fluctuated depending on the news about either oil or China. Also during this quarter, investors showed greater attention

by Aaron Gilliam

Economic Updates and Outlooks

June 15, 20160Comments

Economic and Investment Update: Second Quarter 2016

Economic and Investment Update As the second quarter draws to a close, many stock categories are showing gains for the year, while all bond categories are up. Large and small value

by Aaron Gilliam

Economic Updates and Outlooks

March 16, 20160Comments

Economic and Investment Update: First Quarter 2016

Economic and Investment Update: First Quarter 2016 It doesn’t take a sophisticated investor to know that this past quarter has been a roller coaster ride for the stock market. US stocks

by Aaron Gilliam

Economic Updates and Outlooks

December 10, 20150Comments

Q4 Economic and Investment Update

Q4 Economic and Investment Update According to John Waggoner, a market observer and contributing writer for Morningstar.com, there were three major financial stories for 2015. First, there has been the tumbling

by Aaron Gilliam

Economic Updates and Outlooks

September 10, 20150Comments

Q3 Economic and Investment Update

Q3 Economic and Investment Update This column is not much fun to write when the markets are volatile, and it feels like we are giving back all of the gains we

by Aaron Gilliam