Ukraine

Market Update: Ukraine Conflict

A quick note from The H Group…With Russia’s decision to invade Ukraine, markets are experiencing increased volatility as they try to price in the geopolitical fallout.  We do anticipate volatility may remain high until there is a better understanding of how far Putin’s plans may span and the extent of which sanctions may be applied by the West.

social security

Social Security’s Uncertain Future: What You Should Know

Social Security is a pay-as-you-go system, which means today’s workers are paying taxes for the benefits received by today’s retirees. However, demographic trends such as lower birth rates, higher retirement rates, and longer life spans are causing long-run fiscal challenges. There are simply not enough U.S. workers to support the growing number of beneficiaries. Social…

Consolidated Appropriations Act

Consolidated Appropriations Act: Providing Relief to Individuals and Businesses

On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here, as well as some additional tax provisions.

Inflation

How Much Inflation Risk is Really Out There?

Treasury rates have ticked higher in recent weeks, due to investor worries about a pickup in inflation. This is not a new concern, but has gained steam as a large ($1.9 tril.) stimulus package appears to be on the verge of passage in Congress, as well as the economy showing signs of broader recovery otherwise, with help from prior stimulus.

Gamestop situation

What Is the GameStop Situation All About?

We don’t like to spend too much time on market anomalies, let alone individual stocks that fall outside long-term asset allocation principles, but this seems to have taken over the headlines last week. Rarely do stock market quirks become mainstream news; in this case, it carried over to market sentiment to some extent and definitely raised trading volumes.