The Daily Dough

Our team hand picks relevant articles every week. Check out what’s new below.

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Resolutions, Marshmallows and Warren Buffett

Stock market exuberance tempts impatient investors to do foolish things. Trouble is, too many of us are hard-wired to opt for instant gratification and forsake long-term strategies – as the famous marshmallow experiment shows.

5 min read

Will Volatility Greet Investors in the New Year?

Monday, January 6, 2020 - We wish our readers a Healthy and Prosperous New Year! The Santa Claus rally extended into the first trading day of the new year. However, news of the assassination of the Iranian General Qassem Soleimani quickly put an end to the rally as investors woke up on Friday to find a new reality in the Middle East and Oil Geopolitics. As we head into a new week, investors find higher oil and gold prices and slumping markets in Asia. Let’s see where this goes.

5 min read

S&P 500 Sector Performance in 2019

Over every single time period, sector performance will be driven largely by factors one would expect, such as the overall state of the economy, underlying corporate earnings, current and predicted interest rates, and inflation, among other factors.

3 min read

2019 Yearly Market Review

Stock markets in the U.S. and around the globe turned in a fantastic 2019, driven by U.S. equities, specifically large-cap U.S. equities.

5 min read

January Effect? Does it matter in 2020?

The January Effect is a pattern exhibited by stocks in the last few trading days of December and the first few weeks of January. During this period, particularly starting in January, the theory is that stocks tend to rise.

3 min read

Settled Tensions Lead to Strong Rise

Monday, January 13, 2019 - U.S. stocks scored a solid weekly gain in the first full week of trading for 2020. The large cap indexes pushed further into record territory, as the prospects for armed conflict between the U.S. and Iran appeared to diminish. Last week we saw the Dow Jones Industrial Average flirt with an all-time high of 29,000 but later fell 133 points (0.5%) to 28,824 on Friday. For the week, the Dow was up 0.7%, the S&P 500 rose 1.0% and the NASDAQ rose 1.8%.

5 min read

World Markets Performance Review For 2019

Markets had a lot to digest in 2019 and there was one huge theme influencing the upward momentum: shifting global central banks’ policy (namely the Federal Reserve and the European Central Bank) with respect to further monetary stimulus (i.e., cuts to short-term rates). And while the ongoing trade saga between the U.S. and China was never far from front-page news, the pivot from the Federal Reserve was much more impactful.

3 min read

We asked kids to send us their burning questions – here are 5 of our favorites from 2019

Out of the mouths of babes… comes a never-ending stream of questions.

3 min read

Planning to Make New Year’s Resolutions Stick

Will you make a New Year’s resolution this year? One of the smartest ones could be to get your finances in order. But keeping that promise to yourself is another matter.

3 min read

2020 Contribution Limit Changes & the Secure Act

There are some significant changes to your retirement plans starting January 1, 2020. Between the Internal Revenue Service announcing cost-of-living adjustments for tax year 2020 and the new Secure Act, there is a lot to digest.

1 min read