An Inverted Yield Curve

Should You “Take a Flyer” on Boeing Stock?

We’ve received a handful of phone calls from clients asking if they should purchase some Boeing stock in the wake of the recent grounding of the 737 MAX 8 aircraft. The stock price declined nearly 12% over a two-day period from Monday, March 11th through Tuesday, March 12th, falling from $422.54/share to $375.41/share.

March 22, 2019 Weekly Market Recap

It definitely got ugly on Friday. The S&P 500 lost 0.8% this week in a tale of two trading narratives. The first narrative lifted the S&P 500 to a new 2019 high on the notion that low U.S. Treasury yields and a dovish Fed were a boon for risk assets.

Why Are Rates Still Low?

Interest rates have been a conundrum for investors, economists and policymakers over the past ten years. Despite steady U.S. economic growth and an unemployment rate near historic lows, long-term interest rates have remained anchored.

March 15, 2019 Weekly Market Recap

The S&P 500 gained 2.9% this week, supported by a sidelined Federal Reserve, persistently low U.S. Treasury yields, and a weakening dollar. In addition, key leadership from Apple (AAPL) and semiconductor stocks helped the S&P 500 set a new high for 2019 and closed at its highest level since Oct. 10.

“The Point” of Major Stock Indices

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.”

March 8, 2019 Weekly Market Recap

The S&P 500 lost 2.2% this week, as concerns about global growth underpinned a risk-off mindset. With a confluence of discouraging data, news, and technical drivers, the market succumbed to profit-taking interest after its strong start to the year.

Financial Synergies Welcomes Steven Ha

As part of our commitment to providing the highest level of service to our clients, we've added a new financial advisor to the team - Steven Ha. Please join us in welcoming Steven to the Financial Synergies Team!

Event + Reaction = Outcome

Jack Cranefield (author of The Success Principles) believes that highly successful people are particularly capable of influencing outcomes by controlling their own reactions to events, rather than controlling the events themselves. And I think he’s on to something!

March 1, 2019 Weekly Market Recap

March came in like a lion today, with all the major indices advancing. The S&P 500 increased 0.4% this week, extending its yearly gain to 11.8%, as shares of financial and technology companies outperformed.

Should Rising National Debt Concern Us?

There aren't many issues that spark as much investor concern as our rising national debt. It's clear that the elevated level of federal debt and the annual budget deficit are a result of long-term fiscal trends as well as a reflection of the financial crisis of 2008.

February 22, 2019 Weekly Market Recap

The S&P 500 gained 0.6% this holiday-shortened trading week. U.S. stocks extended their winning streak to nine consecutive weeks - this marks their biggest early-year advance in three decades.This week featured the seventh round of U.S.-China trade talks and some reassurance from the Federal Reserve. The benchmark index increased its rally from the December 24 low to 18.8%.

Captain Obvious

The Twisting Yield Curve

Despite the recent market recovery, interest rates are still quite low. The yield on the 10-year Treasury had risen above 3.2% as recently as last November, but is now hovering around 2.6%. As a result, the yield curve has "twisted" over the past year, with short-term rates rising and long-term rates falling.

February 8, 2019 Weekly Market Recap

Wall Street held on to gains this week. The S&P 500 gained 0.1% despite recurring concerns about a slowdown in global growth and a U.S. China trade deal leading to some profit-taking action.

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