Check out updates from the Friedenthal Financial team about current markets, client news, and general financial opinions.
The market ended the month up 2.43% in August, nicely rebounding from an initial scare driven by the Yen-carry trade unravel.
Interested in reading more material from Friedenthal Financial? Check out all of our available articles and resources below.
Stocks and bonds rallied on lower inflation numbers and a perceived end to the Fed’s tightening program. Markets are now pricing in 4-5 interest rate cuts in...
Geopolitical Tensions and Rising Treasury Yields spark decline in global stock market. Long-term yields surge, 10-year treasury crossed the 5% mark...
Global Stocks decline by 4.78%; Energy Sector remains resilient US Aggregate Bond Index falls 2.54% as yields surge to multi-year highs Fed signals potential...
In recent weeks, we have spoken to many pilots regarding the new American Airlines contract. With that in mind, we thought we would proactively reach out.
S&P 500 declines amidst Federal Reserve jitters; Energy Sector leads. Bonds under pressure as yields surge to highest levels since 2007 Slight uptick...
S&P 500 gains 3.21% in July; Lagging Sectors begin to Shine: Energy and FinancialsUS Aggregate Bond Index Shows Slight Decline Amid Strong Economic Data..
S&P 500 Surges Over 20% from October Lows, Entering Bull Market Territory. US Aggregate Fixed Income Index Records First Quarterly Decline in Three Quarters...
The stock market delivered mixed results, as the technology sector, and in particular AI stocks, led the market in gains. The bond market experienced...
The stock market experienced a period of consolidation in April, as investors digested mixed earnings reports and concerns about rising interest rates...
Explore strategic vs. tactical asset allocation benefits—diversification and tax efficiency vs. concentration and active management—for informed investing.
We’re not accountants or tax specialists. However, we have been getting tons of questions about the new federal tax legislation (Tax Cuts and Jobs Act).
If you are over 50 years old, you will want to pay attention to this. It has come to our attention that the there was a small hiccup transitioning between...
On December 11th, The House of Representatives signed bill H.R. 2591, which allows for the retroactive transfer of the AAL equity stake to a Traditional IRA.
A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax fre...
What you need to know about the purchasing power of money and how it changes
Stocks ended the month with a positive return, despite the collapse of multiple regional banks.Yields on US Treasuries fluctuated wildly as investors...
In February, the stock market gave back some of January’s gains as stronger than expected economic data intensified concerns that the Fed will need to extend...
Investors are breathing a sigh of relief as 2023 is off to a positive start. Equity markets registered as strong a start to the year as we could have hoped...
ETFs can be wonderful instruments for your portfolio, but not all of them are created equally! As always, we recommend considering your entire portfolio...
First you must estimate your income needs in retirement. The easiest starting point would be your current expenses adjusted for inflation. If you have many...
A corporation can raise money in a number of ways, including selling equity shares in the company (stock) and issuing debt securities (bonds)...
Keep in mind that there are many different types of risk (economic, liquidity, credit, interest rate, inflation, etc.). Naturally, having a well diversified...
Contributing to your 401k/403b plan can be an important part of your retirement. Making the right investment selection is equally as important...
I own a lot of shares in my employer’s stock. I have friends who have lost a lot of money in bad situations and I have some concerns. What should I do?
The typical advice given to answer your question is to examine your expenses and prioritize those that are most important. In other words, find a way to cut...
There has been a lot of research suggesting that active management rarely beats the broader indexes (buy-and-hold) when all expenses are incorporated...
I have a brokerage account as well as an IRA. How do I know which investments to put in which account? Does it make a difference?