Market Insights

Embedded thumbnail for Investment & Economic Strategy Update...January 16, 2019

Investment & Economic Strategy Update...January 16, 2019

January 16, 2019
  • Overall Economy looks good in 2019
  • New Jobs Number Up in 2019
  • Turn Off That TV...Too Much Media Hype!
Embedded thumbnail for Question: " Does Short-Term Market Timing Work?"

Question: " Does Short-Term Market Timing Work?"

January 16, 2019
  • Short-Term Market Timing DOES NOT WORK!
  • 10% Corrections Every Year ARE NORMAL!
  • Emotional Reactions Will COST YOU A FORTUNE!
Embedded thumbnail for Investment & Economic Strategy Update...January 2, 2019

Investment & Economic Strategy Update...January 2, 2019

January 02, 2019
  • Recent Volatility is Likely Attributed to Wall Street Computerized Trading
  • Economy is on Stable Footing for 2019; maybe slower growth, but still growth
  • We make adjustments As Necessary to Portfolios when changes occur
Embedded thumbnail for Question: "Should I Be Worried About Market Volatility?"

Question: "Should I Be Worried About Market Volatility?"

January 02, 2019
  • Volatility doesn't mean a Recession is near
  • Emotional Investors are the Biggest Losers
  • Look at 3-5 years Ahead, not the Past
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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