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The Case for Optimism

As you know, occasionally during our regular readings we come across material that is so on point and so well written that we feel compelled to share it with you in its entirety. Below is a writing, which addresses the good things happening under the surface in the U.S. economy in contrast to the daily negative headlines and recent lackluster performance of the U.S.

Holiday Weekend Investment Update

As everyone is preparing for the long holiday weekend, we thought it would be prudent to share a few thoughts on the investment markets that you might keep in mind as you are celebrating the Birthday of America. Here are some high level points to consider

News versus Data

As you know, occasionally during our regular readings we come across material that is so on point and so well written that we feel compelled to share it with you in its entirety. Below is an article which addresses the very common issue of investing based on news headlines versus investing based on technical and fundamental data.

The Fed Effect

If you watched or listened to the financial news media over the last week or two, which normally we encourage you NOT to do, undoubtedly you heard almost non-stop commentary and predictions about last week's Federal Open Market Committee statement.

Dust Off Those Year 2000 Party Hats !

It seems hard to remember all these years later, but March of 2000 was a time of pure euphoria in the U.S.. equity markets and especially in the technology sector. The poster child for the times was the NASDAQ Composite Stock Index, which included almost all of the leading technology companies of that era.

What Happens in Vegas ...

Earlier this week, our firm attended one of the premier annual conferences for independent financial advisors. It is produced by our SEC compliance consulting firm, Market Counsel, and this year was held in Las Vegas.

The Math of a Correction

With the increase in stock market volatility over the last few weeks, we thought it prudent to write a brief update for our clients. If you have not watched our 20 minute client video update from last week that covers this issue in more depth, please do so or let us know and we can resend the link to you.

What goes up ...

This week we were reviewing interest rates and it seemed amazing that almost all major U.S. interest rate measures were at lower levels than they were at this same date range last year. The occurrence is surprising to many because, if you will recall, by mid-September of 2013 interest rates were experiencing a stunning rise that began in early May.

Frustration by Design

As part of our research, we regularly read the writings of a variety of strategists, and every once in a while we come across commentary that is just so good we feel compelled to share it. The following is such writing, originally authored by Richard Russell and paraphrased by Raymond James Chief Strategist Jeff Saut.

Richard begins:

Back to School ! (on the investment markets)

This is the time of year when students all over the United States head back to the classrooms, so it seems like a perfect time for a brief education session on the current status of the global investment marketplace.

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