November 8, 2019 Weekly Market Recap

The S&P 500 (+0.9%), Nasdaq Composite (+1.1%), and Dow Jones Industrial Average (+1.2%) broke out to new record highs in a week full of trade headlines that were viewed favorably by the market. Cyclical sectors set the pace while U.S. Treasuries sold off. The small-cap Russell 2000 (+0.6%) trailed its large-cap peers.

November 1, 2019 Weekly Market Recap

The S&P 500 (+1.5%) and Nasdaq Composite (+1.7%) both set record highs in this macro-driven week that featured the Fed, economic data, earnings reports, and trade news. The Dow Jones Industrial Average rose 1.4%, and the Russell 2000 rose 2.0%.

The Value of Automatic Savings

Nick Murray, one of the most prolific scholars in our industry, states in his book Behavioral Investment Counseling that “your family’s financial well-being in later life, and its ability to leave significant legacies to its children, will depend largely on what percentage of its income it manages to save – perhaps the ultimate behavioral variable.”

3rd Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

4th Quarter Earnings Season

As the corporate earnings season kicks off, it's important to consider not only how companies are doing, but also how far they have come over the past decade. This is because, for long-term investors, there's nothing more important than economic growth and its impact on corporate profits.

October 18, 2019 Weekly Market Recap

The S&P 500 advanced 0.5% this week, as the first busy week of earnings reports for the third quarter was generally viewed as better than feared. The benchmark index outpaced the Nasdaq Composite (+0.4%), but fell behind the Russell 2000 (+1.6%).

3rd Quarter 2019 Newsletter

Below please find our 3rd Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing.

The R Word

I want to get this out right off the bat - recessions are a part of the business cycle, thus part of every investor’s investing life. They occur every 4-10 years, so we must expect them. Some clients and financial pundits feel that we are on the precipice of a new recession.

October 11, 2019 Weekly Market Recap

The stock market endured a volatile start to the week, but a strong second half helped the major averages secure gains. The S&P 500 rose 0.6% while the Nasdaq Composite outperformed, gaining 0.9% since last Friday.

The Power of Compound Interest

Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.”

October 4, 2019 Weekly Market Recap

The markets staged an impressive comeback rally on Friday, though the S&P 500 still declined 0.3% for the week. Several economic reports reawakened growth concerns and contributed to heavy selling, but the market was able to end the week on a positive note following decent employment data for September. The Dow Jones Industrial Average lost 0.9%, and the Russell 2000 lost 1.3%. The Nasdaq Composite increased 0.5%.

4th Quarter of 2019 Begins

It was only one year ago that the stock market began tumbling nearly 20%. Investors and economists were worried about the Fed over-tightening interest rates, trade wars dooming the global economy, and the business cycle swiftly ending in a recession.

September 27, 2019 Weekly Market Recap

The major U.S. indices lost ground this week, as the market appeared rattled by negative-sounding headlines related to trade and politics. The Dow Jones Industrial Average declined just 0.4%, but the S&P 500 (-1.0%), Nasdaq Composite (-2.0%), and Russell 2000 (-2.5%) posted sizable losses.

4 Avoidable Financial Errors for Millennials & Gen X

First off, lets clarify any confusion between the terms Gen X and Millennials. Generation X is currently age 40 to 54 (born between 1965 and 1979). Millennials (also known as Generation Y) are currently age 24 to 39 (born between 1980 and 1995).

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