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The Year In Review

Financial Advisor, Jeffrey Bangerter discusses the fiscal year of 2020 in review. A year that was disrupted by a global pandemic affected economies, financial markets, and daily life. With two promising vaccines announced and starting to roll out, Congress approved another stimulus bill to assist the struggling economy. As we enter 2021, there are many unanswered questions, but the financial markets will be watching progress.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jan 06, 2021

December Economic Update

In this month’s Economic Update, Financial Advisor, Jeffrey Bangerter discusses recent headlines that influenced the financial markets in November 2020. Positive news events, including positive clinical trials for a COVID-19 vaccine, and the election, energized investors. Traders are set to watch for the trajectory of new COVID-19 infections, but they are also looking ahead to when a vaccine will be available.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Dec 11, 2020

Is Stimulus Near?

Fiscal stimulus negotiations resumed to further improve the outlook for the passage of a new stimulus package. The market rallied as a better-than-expected jobless claim report came out on Thursday. As the holiday shopping season began, in-store shopping was avoided; however, online shopping surged as retailers rolled out pre-Black Friday deals early.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Stimulus By Jeffrey Bangerter on Dec 10, 2020

Dow Hits 30,000

With the announcement of another potential COVID-19 vaccine, stocks rallied to record high levels, with the Dow closing above the 30,000 milestone. Although states face COVID-related restrictions, there's still some hope such as healthy consumer spending and high sales of new homes.

Market Update COVID-19 Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Dec 02, 2020

New Infections Increase Anxiety

Stocks remain mixed amidst news of another COVID-19 vaccine option. New infections and state lockdowns eroded the stock gains of the vaccine announcement. Federal Reserve Chairman, Jerome Powell, warns that an increase in infections could prolong economic recovery.

Market Update COVID-19 Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Nov 24, 2020

No Stimulus, Stocks Lower

Stocks were sent lower as there is still no agreement on a fiscal stimulus bill from Washington D.C. COVID-19 cases continue to rise in the U.S. and Europe. Most have looked to jobless claims as a sign of economic recovery, so good news came when jobless claims reflected less than what was expected after weeks of 800,000+ claims.

Market Update COVID-19 Financial Planning Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Oct 29, 2020

COVID Financial Trends

COVID-19 has brought on its own set of side effects when it comes to how we spend our money. On October 4th, Jeff Bangerter spoke with Good Day Sacramento about some of these financial quirks and what they could mean for your own spending habits.

COVID-19 Financial Planning Financial Advisor By Jeffrey Bangerter on Oct 06, 2020

Ten Biggest Mistakes 1031 Exchange Investors Make

A 1031 Exchange can be confusing and stressful leading many 1031 exchange investors to make critical mistakes.

Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Aug 13, 2020

Retirement in (and after) the age of COVID-19 (Part 2 of 2)

This is the second part in a series on Retirement and COVID-19. Read Part 1 here. In our previous post, we began to look at the questions that may be on the minds of individuals either nearing or entering retirement in this current state of disruption caused by the far-reaching effects of the COVID-19 pandemic. As mentioned, I recently had the opportunity to address many of these questions during a TV interview with local station KMAX and I wanted to provide some insights from that interview her...

Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 29, 2020

Retirement in (and after) the age of COVID-19 (Part 1 of 2)

There are very few life events that have not been impacted by the effects of the COVID-19 pandemic on the world we live in. Just look at education, sports, entertainment or more memorable events like births, graduations, weddings, anniversaries, and funeral services. All have been disrupted in their own unique ways. Yet there is another life event, less discussed but equally influenced by economic ravages of the virus, and it is perhaps one we should give our heightened attention to. It is retir...

Retirement COVID-19 Financial Planning By Jeffrey Bangerter on Jul 01, 2020
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