Outlook for Equities | Blue Ridge Wealth Planners

Published on January 12th, 2021 The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule, the fourth quarter tends to be the best one for stock performance. While the…

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The Investment Greats | Blue Ridge Wealth Planners

Published on January 5th, 2021 Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker of the century” founded Templeton Funds, best known for its international fund lineup. Thomas…

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Low Supply Increases Demand | Blue Ridge Wealth Planners

Published on December 29th, 2021 Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the past year and a half, consumer spending is shifting from goods to services. For…

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The Rise of the Unicorn? | Blue Ridge Wealth Planners

Published on December 22nd, 2021 This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago).1 But there isn’t just one reason people are quitting their jobs. There are dozens. Some who…

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America’s Seesaw Wealth | Blue Ridge Wealth Planners

Published on December 15th, 2021 It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and manufacturing. The pandemic-induced recession of 2020 was quite the opposite, affecting women to such…

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Where Is the Housing Market Headed? | Blue Ridge Wealth Planners

Published on December 8th, 2021 Low inventory, low-interest rates, and pandemic-induced retirements have been driving a very tight, competitive residential real estate market for several years. In the third quarter of 2020 alone, nearly 27 million Baby Boomers decided to retire rather than return to a work environment that…

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The Fed’s Beige Book | Blue Ridge Wealth Planners

Published on December 1st, 2021 The Federal Reserve wields a fair amount of power in the U.S., with reverberations that can affect the broader global economy. The Fed’s job is to monitor and adapt monetary policy to support favorable economic conditions, and it pays particular attention to the effects…

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Who’s Paying Higher Prices? | Blue Ridge Wealth Planners

Published on November 24th, 2021 You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme weather events, labor shortages/higher wages, and higher demand are not currently reflected in…

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The China Connection | Blue Ridge Wealth Planners

Published on November 17th, 2021 America’s outsourcing of manufacturing (and jobs) has been a sore point for many years. But now that there are logistics issues due to the pandemic – costing U.S. companies money – there may be more incentive for reshoring in the future. Alas, some logistics…

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Is It Time For A Value Play? | Blue Ridge Wealth Planners

Published on November 9th, 2021 The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks took the path of the coronavirus: They tanked during the lockdown, they rose again…

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