Investing Fads
Like trendy fashion and bad haircuts, investing fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
Taking Stock: 2018-2019
As we near the end of January, it’s a good time to take stock of the market recovery so far. The S&P 500 is now flat compared to the beginning of 2018, regaining 13% over the past month.
4th Quarter 2018 Newsletter
Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful.
2018 Annual Market Review
Please see below for our 2018 Annual Market Review. This report features world capital market performance for the past year. We hope you find it helpful.
Should We Worry About Corporate Earnings In 2019?
The corporate earnings season kicks off this week amid concerns of slowing economic growth. It’s understandable that some investors are worried about how this could affect corporate earnings and their investment returns. What is the earnings outlook for 2019 and how should investors maintain perspective in this market environment?
2018, Don’t Let the Door Hit You!
Okay, so it wasn’t all bad, but my guess is most investors aren’t sad to see 2018 go. In case you need a refresher, below is a timeline of events and market performance for the year.
Investing in The Bizarro World
We’re now entering the phase of the investing cycle I like to refer to as, “The Bizarro World.” Of course, I’m making a pop culture reference to the fictional planet appearing in comic books published by DC Comics. In the Bizarro World, everything and everyone is essentially the exact opposite of what you’ll find here on earth.
A World of Opportunity in Equities
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.
What’s a Flattening Yield Curve?
What is a yield curve, and more importantly, why are stock investors interested in its shape? A yield curve gives a snapshot of how yields vary across bonds of similar credit quality, but different maturities, at a specific point in time.
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.
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.
3rd Quarter 2018 Newsletter
Our 3rd Quarter 2018 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful.
Maintaining Composure in Choppy Markets
A great quote on maintaining composure in volatile situations is often attributed to the boxer Mike Tyson: “everyone has a plan until they get punched in the face.” With the S&P 500 tumbling -4.1% last week, many investors may feel a bit roughed up.
Returns Have You Scratching Your Head?
If you’ve been paying attention to your portfolio’s performance this year, you may be scratching your head as to why the returns have been lackluster. We get it – we’re invested in the same positions as you. Let’s delve into how our primary global asset classes are performing this year.
Can Financial Synergies Manage My 401(k) Plan?
Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more.
