As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. Read More
A World of Opportunity in Equities
November 30, 2018 Weekly Market Recap
The S&P 500 rallied 4.8% this week, helped by the Fed softening its policy stance and by hope that U.S-China trade tensions would be meaningfully eased at the G-20 Leaders Summit. For the month, the benchmark index rose 1.8%. Read More
What’s a Flattening Yield Curve?
What is a yield curve, and more importantly, why are stock investors interested in its shape? Read More
As An Investor, I’m Thankful This Season
Although 2018 has not been fun for investors, this Thanksgiving I’m thankful for the decade-long bull market and economic expansion. Investors who stuck to their financial plans and stayed invested are closer to achieving their long-term goals. Read More
November 16, 2018 Weekly Market Recap
Wall Street stumbled this week, with consumer discretionary and information technology stocks leading the retreat. Concerns over peak earnings growth continued to linger, and a further breakdown in oil prices also weighed on investor sentiment. Brexit reentered the mix this week, along with U.S.-China trade headlines. The S&P 500 lost 1.6%, the Dow lost 2.2%, the Nasdaq lost 2.2%, and the Russell 2000 lost 1.4%. Read More
November 9, 2018 Weekly Market Recap
The S&P 500 rose 2.1% this week, but had to weather a late week sell-off after the latest policy statement from the Federal Reserve humbled an upbeat reaction to the midterm elections. Neither outcome was a surprise, but they were representative of recent market volatility. Read More
With Elections Over, What’s Next?
Democrats swept into the majority in the House of Representatives on Tuesday, while Republicans increased their margin in the Senate. The outcome was in line with pre-election expectations, and the stock market reaction on Wednesday was extremely positive. Read More
November 2, 2018 Weekly Market Recap
Stocks Stage Rebound Following October Sell-Off. The S&P 500 staged a rebound effort this week, tallying a 2.4% weekly gain. The continued expectation that the market was due for a bounce-back after last month’s sell-off, compounded with mostly upbeat earnings and easing trade tensions, underpinned the rally. Read More
Midterm Elections: What They Mean for Markets
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for re-election. Read More
Market Downturns – Never Fun, Never Easy
The stock market closed last Friday over 9% below its recent peak and is now negative for the year. Interest rates have retreated, with the 10-year yield falling to 3.08%. Many sectors are in or near correction territory, including Financials, Industrials, Materials, and Communication Services. Read More
Is Financial Synergies Right for You?