Investment Insights & Financial Facts for the Month of March
-As hard as it was to believe that the S&P 500 was down more than 10% on the year on 2/11, it was even more unfathomable that by the end of Q1 the S&P 500 would have erased all of
-As hard as it was to believe that the S&P 500 was down more than 10% on the year on 2/11, it was even more unfathomable that by the end of Q1 the S&P 500 would have erased all of
-Feb 26th market weekly roundup update: On the heels of U.S. crude oil prices gaining over 3.5% and with second estimate for fourth quarter GDP increasing to 1%, US equity markets gained for the second straight week as concerns of a potential
-Stocks ended the week sharply higher with a Friday surge, capping two consecutive weekly gains for the month. Markets were boosted by Japan’s surprise interest rate cut, pockets of encouraging earnings reports, a better-than-expected Chicago PMI report and some stabilization in oil
-True Cost of Financial Advice: Merrill Lynch Most Expensive. Investors are often unaware how much they pay for financial advice, but the difference over 30 years of investing among different brokerages can amount to close to half a million dollars,
-The third week of November results: Markets demonstrated resilience in the wake of last week’s terror attacks in Beirut and Paris. U.S. markets posted their strongest session in three weeks, with all 10 major S&P 500 sectors trading higher. Our outlook
-U.S. economic GDP growth has trucked along in the 2% range with low rates of unemployment; but job growth is still limited to service sector jobs which pay lower wages. Reported inflation has been muted and commodity prices have largely
-Yellen’s FOMC forward looking rate guidance statement was not as hawkish as expected with keeping “Considerable Time.” -Central banks (e.g. Fed Reserve, European Central Bank, etc.) are less likely to effectively contain volatility and markets need to price-in these considerations. For
-Stock market corrections, technically defined as -10%+ drops, are natural and typically occur every 18 months or so – the last one was four years ago. All sectors are off over -2% today. We are finally finding some bargains in healthcare &
-S&P 500 Dividend Aristocrats (NOBL) made up of companies that have increased their dividends every year for the last 25, has beaten the regular 500 index for the past five years, winning 18.41% over the latter’s 16.91%, while over 10