Weekly Market Insights: Ukraininan War Stresses Economy
War in Ukraine weighed on stocks as investors assessed the economic impact of continued hostilities, expanding economic sanctions, and potentially higher inflation due to rising oil prices and new stresses on the global supply chain. The Dow Jones Industrial Average fell 1.30%, while the Standard & Poor’s 500 lost 1.27%. The Nasdaq Composite index slid […]
Gridlock in the Supply Chain: The port crisis continues
While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving many businesses struggling to meet consumer demands, both during lockdowns and since. Challenges continue, even as manufacturing picks […]
EWM INSIGHTS: Guest Howard Fraser, Managing Director at Longboard Asset Management
Ellis Wealth Management, LLC presents EWM INSIGHTS, a content-rich lifestyle podcast that goes beyond the checklists, to-do lists, and mere financial markets to celebrate HUMAN CAPITAL. Throughout INSIGHTS, Paul Ellis speaks with various professionals, coaches, experts, artists, and every day people to explore the riches that come from our collective journey. EWM INSIGHTS Episode 14 […]
The Investment of Fatherhood
By Paul Ellis, CIMA®, Ellis Wealth Management Everywhere you can see advertisements designed to sell you something: A luxury vehicle, vacation, timepiece or the latest technology. Perhaps it’s a professional service or a perfect smile. Very few of these items I would consider investments. Why? Because a vehicle, as beautiful as it may be, is […]
Guarding against identity theft
By Paul Ellis, CIMA® | Ellis Wealth Management Group America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities, […]
U.S. Presidential Election – Preparing For Any Outcome.
U.S. Presidential Election – Preparing For Any Outcome.By Paul Ellis | Ellis Wealth ManagementPublished by: Lynnwood Times As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?” In […]
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Provided by Paul Ellis, CIMA® Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad […]
Money Matters: As the news cycle moves from impeachment to COVID-19 to the primaries – what’s next?
By Paul Ellis, CIMA® | Ellis Wealth Management In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third presidential impeachment in American history. In international news, the latest coronavirus […]
Money Matters: 2019 IRA deadlines are approaching
PAUL ELLIS | Last Updated February 6, 2020. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. A new federal law must be noted here. The Setting […]
