Market Insights

Embedded thumbnail for Investment & Economic Strategy Update...November 27, 2018

Investment & Economic Strategy Update...November 27, 2018

November 27, 2018
  • Election Results
  • Trade Tariffs & China
  • Making $ Is A Long-Term Process
Embedded thumbnail for Question: "Should I Be Worried About Another Recession?"

Question: "Should I Be Worried About Another Recession?"

November 27, 2018
  • See No Signs Of A Recession, Normal Volatility
  • A Growth Economy
  • Slower GDP Growth In 2019

Wells Fargo Fined $65M For Sales Practices That Cost Investors Millions!

  • Wells Fargo told investors that its superior cross-sell strategy would increase revenue and better serve its customers
  • According to the New York AG’s office, the cross-sell efforts were built on sales practice "misconduct" at the bank

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Embedded thumbnail for Investment & Economic Strategy Update...November 6, 2018

Investment & Economic Strategy Update...November 6, 2018

November 07, 2018
  • Election Day...Finally Here!
  • Seeing Solid Jobs numbers, Wage Increases...all Net Positive for the Economy
  • No signs of a Recession
  • Look for the Fed to Raise Rates in 2019
  • The "wrong" Bonds can Devastate your Portfolio!
Embedded thumbnail for Question: "Variable Annuities?"

Question: "Variable Annuities?"

November 07, 2018
  • Variable Annuities: Who exactly are they good for, you or your so-called Advisor?
  • Your so-called Advisor wants to move your current Annuity to another Annuity...for that big commission!
  • High Expenses that take away from Your Returns! 
  • Find Yourself a Fee-only Fiduciary Advisor

10 Scams That Will Ruin Your Retirement

  • Falling victim to fraud is especially painful for retirees whom are counting on the fixed income from their nest eggs and Social Security benefits.

  • The median fraud loss was $500 for victims in their 60s, $621 for victims in their 70s, and $1,092 for victims 80 and over.

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Embedded thumbnail for Investment and Economic Strategy Update: October 23, 2018

Investment and Economic Strategy Update: October 23, 2018

October 23, 2018
  • The market has experienced some volatility over the past few weeks

  • Short term market timing has proven to be disastrous for your portfolio

  • All assets experience intra-year volatility, so it is important to concentrate on the big picture

  • Worry about the next 5-year average, not the next 12 months

  • We see an upward trend for GDP

  • Avoid the hype from the mainstream media

Embedded thumbnail for Question: "Can You Curb Market Volatility?"

Question: "Can You Curb Market Volatility?"

October 23, 2018
  • Less volatile investments typically make lower returns

  • Short term investors that chase returns often hurt their portfolio

  • All investments experience volatility

  • Real Money Managers take emotions out of their strategy

What Will Health Care Look Like in 5-15 Years?

Senior executives and innovation officers point to pioneering approaches that will likely become commonplace in health care:

  • new care delivery options
  • revamped clinical teams
  • data analytics
  • value-based payment models
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Congressional Budget Office’s Economic Forecast for the 2018–2028 Period

The economy follows a marked cyclical path: economic growth rises notably this year, slows during the next few years, and then rises to match the growth of potential output - the maximum sustainable output of the economy - in the last years of the projection period.

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