Our Commentary

trade war

Investors Tiring of Trade War

Trade Punches Hit Global StocksJust three weeks ago, U.S. stocks were hitting all-time highs.  Since then, however, they have taken a turn lower as trade relations with China have turned combative.  Even a more accommodative Federal Reserve, which lowered the Fed Funds interest rate by 0.25% on July 31, has not been able to mollify […]

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Headlines Holding Markets Hostage

Trade Tensions Upend Rally in StocksAfter a strong rebound beginning the day after Christmas and continuing through the first four months of 2019, the S&P 500 Index reached fresh all-time highs in late April. Since the start of May, however, the market has given up nearly 5% of its value—2.5% of it today alone—as investors react […]

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Stocks Hold Strong as Economy Slows

Stocks Robust Around the WorldIn the first quarter of 2019, U.S. stocks surged to their best quarterly returns since 2009.  As is often the case with markets, the sharp gains came from a rebound following a vertiginous drop in the recent past.  The S&P 500 Index rose 13% in the quarter and all eleven S&P […]

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Stocks Soar to Start 2019

So far, the opening weeks of 2019 in the markets are nearly a mirror image of the last two months of 2018. Last year, U.S. stocks fell sharply to end the year.  This year, they have risen relentlessly and notched their best two-month start to a year since 1991.  The S&P 500 currently sits at the […]

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Riskalyze GPA Investment Portfolio

Does Your Investment Portfolio Have a GPA of 4.0 . . . or 1.5?

Sure, your kids may have 4.0 GPAs at school, but what about your investment portfolio?What is Riskalyze GPA™?At Orion, we use the latest financial technology to measure and rank the efficiency of investment portfolios.  This methodology, Riskalyze GPA™, analyzes the hard numbers of how much return a portfolio has generated versus how much risk (volatility) […]

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The One Time a SEP-IRA Beats a Solo 401(k) [Video]

Self-employed individuals have a leg up on W-2 employees in saving for retirement and cutting their tax bills thanks to more generous tax-deductible retirement plan contribution limits on SEP-IRAs, Solo 401(k)s (also called “Individual 401(k)s”) and defined benefit plans.This video will address the one circumstance, in our view, that individuals with income from self-employment should […]

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