Friday morning, stocks fell over -2.5% in response to an inflation report that surprised investors. The Consumer Price Index was 8.6% higher than May of last year.
Blog posts by Mike Kellner
First quarter of 2022 scrambled predictions
“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
Mentor helped set investment career on its path
Investing has a strong mentorship aspect. Learn what a good mentor early in his career has meant to our Portfolio Analyst Mike Kellner.
How economic factors affect portfolio strategy
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.
“Shelves and jobs” reflect the state of the economy
Strong demand and short supply are the central themes this past quarter. We expect this to continue in the year ahead.
ESG plus: Our values-based investing approach
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
Where do we go from here? Consumers & inflation
Many areas of the stock market have continued to be exciting in 2021 as we have begun moving away from the COVID-19 lock down.