Pathway® is a financial planning and investment program focused on early and mid-career professionals. Planning for this demographic is crucial, given working professionals experience major life events so frequently. Read More
May 17, 2019 Weekly Market Recap
The S&P 500 lost 0.8% this week, as trade tensions escalated between the U.S. and China. The benchmark index was on pace for a relatively flat week despite the negative developments, until news on Friday that talks have stalled sent stocks lower. Read More
Be Greedy When Others Are Fearful
It got pretty ugly on Wall Street today, with the Dow Jones dropping 617 points (-2.38%). The U.S. and China exchanged fresh threats in a trade war that many fear will continue to escalate. Only time will tell, but it’s likely a deal will be reached eventually. Read More
What We Can Learn From This Market Recovery
Last week, the S&P 500 hit new record highs, fully recovering from last year’s market pullback. This market rebound took four months which, coincidentally, is exactly the historical average for bounce-backs after market corrections. This occurred despite the fact that the market decline nearly reached bear market levels. Read More
April 26, 2019 Weekly Market Recap
The S&P 500 (+1.2%) and Nasdaq Composite (+1.9%) each posted solid gains this week while setting new closing highs in the process. Strength in the U.S. economy and solid earnings reports from mega-cap companies contributed to the week’s upside bias. Read More
1st Quarter 2019 Newsletter
Below please find our 1st Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More
1st Quarter 2019 Market Review
This report features world capital market performance and a timeline of events for the 1st Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful. Read More
Concentrated Stock Can Be Hazardous To Your Wealth
First, we must ask “What do we consider a concentrated stock position?” The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic perspective. Read More
April 12, 2019 Weekly Market Recap
The S&P 500 increased 0.5% this week, as a strong earnings report from JPMorgan Chase (JPM) and a positive response to Walt Disney’s (DIS) upcoming new streaming service helped the broader market overcome weakness from the health care stocks. Read More
Are Index Funds Distorting Prices?
Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. Read More
Is Financial Synergies Right for You?