WBI Insights

Markets in Review Equity markets continued their upward climb during the second quarter of this year. Following a solid first quarter, the S&P 500 Index…

Markets in Review After a strong finish last year, the S&P 500 Index gyrated most of the first quarter this year but ended up 5.77%,…

As we look out over the balance of 2021 and the next few years, economic growth assumptions seem reasonable. COVID stimulus so far has been…

Working a trade successfully in or out of a stock or ETF (exchange-traded fund) can be a precarious situation nowadays. The markets over the past…

In our business, we talk a lot about retirement planning for your “serious money” – the money you cannot afford to lose because you depend…

When you retire, your money is going to have to work hard. Not only do you need it to maintain your lifestyle, but in many…

Wall Street loves to make predictions about the future. As we write this, most large firms are publishing their annual outlook research for 2021. They…

What a year! Like most folks, I could have done without the trials and tribulations of 2020. It’s been a year like no other in…

There’s a game I used to play as a child where friends would offer each other the ability to answer an unknown question truthfully, or,…

This year, 2020, has been an interesting year to say the least. Financial markets have experienced the quickest drop from all-time highs to bear market…

Since the Financial Crisis, the U.S. Federal Reserve (Fed) and central bankers have used extraordinary monetary measures to promote rising asset prices in an effort…

A massive tug of war is raging between the the U.S. Federal Reserve (Fed) and the Coronavirus on a daily basis to influence markets and…