Market Insights

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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

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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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Investment & Economic Strategy Update: October 9, 2018

October 09, 2018
  • First 3 quarters of 2018 are positive

  • U.S. economy is solid and getting stronger

  • Corporate earnings, GDP, unemployment and housing numbers appear favorable

  • We expect more volatility in October in both the equity and bond markets

  • Recently reduced exposure to emerging market economies due to weakness and tax loss selling

  • Interest rates are hitting 7-year highs, therefore, proper exposure to bonds is a must

  • Currently, we don’t see any signs of recession

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Question: “Is My Firm a Fee-Only Fiduciary?”

October 09, 2018
  • Banks, brokerage houses, and insurance companies are not fee-only fiduciary firms.

  • Fee-based accounts still have conflicts of interest and have an extra cost structure

  • Trust a fee-only fiduciary firm to avoid conflicts of interest, and get it in writing!

Fed's Powell says U.S. outlook 'remarkably positive'

  • [Powell] feels [the U.S. Economy] is on the verge of a “historically rare” era of ultra-low unemployment and tame prices for the foreseeable future.

  • It is an outlook he feels will even survive the Trump administration’s efforts to rewrite the global trading system.

  • [The Fed] sees a hot job market, steady economic growth, steady 2 percent inflation and only modest rate increases through 2021 - as if the United States had slipped into the sort of pleasant long-run equilibrium described in textbook economic models.

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Retirement Is in Peril for Most Working-Class Americans, Warns New Report

  • Retirement is in peril for most working-class Americans cautions a new report by the National Institute on Retirement Security

  • Oakley (NIRS Executive Director) says causes of the retirement savings shortfalls include fewer workers having stable and secure pensions and the replacement of workplace pensions with 401(k)-style defined contribution accounts which provide less savings and protection

  • NIRS says while the typical American needs 85 percent of their working income to maintain their standard of living in retirement, Social Security provides only 35 percent

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Canada and US Reach Trade Deal to Replace NAFTA

  • U.S. and Canada have agreed to a deal deemed the USMCA – United States-Mexico-Canada Agreement, according to a senior U.S. administration official.

  • U.S. Trade Representative Robert Lighthizer and Canadian Foreign Affairs Minister Chrystia Freeland said the agreement "will strengthen the middle class, and create good, well-paying jobs and new opportunities for the nearly half billion people who call North America home."

  • The plan is for the leaders of the three North American countries to sign before the end of November, after which it would be submitted to Congress.

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Why Investors Fail

6 Crucial mistakes cause investors to earn poor returns or even lose money

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