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The Accretive Blog

Welcome to our blog, where we share our latest musings on markets and investing, along with wealth management topics. We hope you find this to be educational and empowering.

our latest thoughts

Accretive September 2019 Market Recap
October 4, 2019

Equity markets recovered in September with a flurry of economic data. Click to read our full recap of the month and our forward looking thoughts.

Accretive On: Winners & Losers in the Discount Broker Price War
October 2, 2019

Shots fired: Schwab and TD Ameritrade kicked off a price war, who wins and loses?

Accretive August 2019 Market Recap
September 3, 2019

August was a tough month for stocks and a good one for bonds as yields fell. Find out what we think in our update.

Accretive On: Market Lessons
August 27, 2019

Mark Twain said, "History doesn't repeat itself, but it rhymes." Accretive takes a look at what markets learn over the long run.

Accretive On: Identity Protection
August 19, 2019

Learn top 4 ways to protect your identity

Accretive July 2019 Market Recap
August 5, 2019

Markets were modestly positive in July and the Fed made headlines at the end of the month, find out what we think in our monthly recap.

Accretive On: What the Fed is Doing
July 31, 2019

The Fed cut interest rates by 0.25%. Find out what Accretive thinks about the Fed's actions.

Accretive On: Cyber Security
July 30, 2019

6 Ways to Protect Against Cyber Crime

Accretive On: The Longest US Expansion on Record
July 16, 2019

The current US expansion is the longest on record, what does Accretive think of it?

Accretive June 2019 Market Recap
July 2, 2019

Markets bounced back and posted a strong June, find out what factors we think were key to the recovery.

Accretive On: Forecasting
June 26, 2019

Going into the end of 2018 economists generally agreed, rates were moving up. The forecast has proved incorrect, what learnings can we take from that?

Accretive On: 2019 IPO Boom
June 17, 2019

The Wall Street IPO machine is running hot, what are investors to do?

Accretive On: Reg BI
June 11, 2019

The SEC released a new rule, Regulation Best Interest. Find out why Accretive thinks understanding the nature of your advisory relationship is still important.

Accretive May 2019 Market Recap
June 4, 2019

Equity markets were rough in May, while investment grade fixed income rallied. We recap that and one of the key drivers of tone in the market: trade wars.

Accretive On: Today's Yield Curve
May 30, 2019

There's a lot of talk these days about the yield curve and rate environment, what it means for the economy and the stock market. Here's our take.

Accretive On: The SECURE Act
May 25, 2019

The Setting Every Community Up for Retirement Enhancement (SECURE) Act made headlines this week as the House of Representatives voted 417-3 in favor of the bill to send it on to the Senate. In addition to overhauling many US retirement plans and rules...

Accretive On: Should I Pay Off My Mortgage?
May 22, 2019

Markets are hitting all-time highs and you’ve been saving extra cash each month. You look at your budget and personal balance sheet, and one item stands out in both – your mortgage. Many people are asking themselves; is now a good time to pay it off?

Accretive On: Volatility Targeting Strategies
May 13, 2019

A large amount of money is being managed to target a level of portfolio volatility, that can create some self-fulfilling prophesies. Here's what Accretive thinks...

Accretive April 2019 Market Recap
May 3, 2019

April was a good month for stock market investors. In the US, the S&P 500 rallied 4.05% while the Russell 2000 rose 3.40%. Outside the US, developed markets were up 2.81% and emerging markets rose 2.11%. Broad bond market investors had a “ho-hum” month with the US Aggregate index flat 0.03%, but capital markets were strong as riskier high yield debt gained of 1.42%.

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