May 2018

Identity Theft

19424094_s.jpg by Thomas Rueger, CFP®

With the recent Equifax data breach, as well as the many other smaller, but no less damaging breaches, it is best to recognize that your personal data may have been exposed and could be in the hands of the bad guys who will either use it or sell it to someone that will. Because of this, we should all have a good working knowledge of what identity theft is, how we can try to protect ourselves from it, and what to do if we become a victim of it.  

Monthly Markets Memo - May 2018

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

Market Update

The equity markets continue to be volatile.  Both the U.S. and international developed markets have had substantial moves this year yet remain relatively close to where they started.  Looking only at 2018, the S&P 500 was up nearly 7% at one point in January, only to find itself down 4% in early February.  It recovered to positive 4% in early March, only to find itself down 4% by the end of March.  At the time of this writing, the S&P 500 has had 32 trading days with moves of 1% or more in 2018 according to DataTrek’s Nicolas Colas.  An average year will see around 50 days with 1% moves in either direction, and with the historically volatile months of August and October still to come, it’s likely we will exceed that mark.

Market Minute - May 15, 2018

by Scott Rosenquist, CFA

Q1 EARNINGS

First quarter earnings have been rolling in over the past few weeks and the numbers have been quite strong. As of last week, close to 80% of the companies in the S&P 500 have reported. Many of them are doing better than expected when compared to analyst estimates. This feat is known as an earnings “surprise”.

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