October 2017

Monthly Markets Memo - October 2017

World Money Small.jpgby Dan Zalipski, CFA & Scott Rosenquist, CFA

Market Update

Equities here and abroad continued their march higher over the past month backed by strong earnings and solid economic reports.  Returns were especially strong with smaller companies who stand to benefit from potential tax reform.  The small company index, measured by the Russell 2000, was up about 4.7% over the past month.  Emerging markets also performed well, with the Emerging Market index adding about 2% over the past month. 

Who Are You Keeping Up With?

Keeping Up With.jpg by Jon Flaherty

How often have you become caught up in the “keep up” game we so often play and illustrated so perfectly by the Jones family?  With so many places to spend money, whether it be the newest car, latest technology or that bigger house we’ve always wanted, it becomes far too easy to stay in constant “upgrade” mode. 

Market Minute - October 13, 2017

Market Minute Final Blog.pngby Scott Rosenquist, CFA

The behavioral aspect of finance and its potential impact on investors reaching their financial goals is an important topic to be aware of.  I’d like to spend another minute to discuss additional biases from the two categories (Cognitive and Behavioral) I introduced in my last post. 

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