Investment Insights

Monthly Markets Memo - March 2019

World Money Small.jpgby Dan Zalipski, CFA 

Over the past month the equity markets continue to grind higher.  Investors are optimistic that the U.S. may be nearing a trade deal with China.   President Trump had pushed back the March 1st deadline to raise existing tariffs on Chinese goods to 25%, a sign that progress is being made on negotiations.  This is further supported by National Economic Council Director Larry Kudlow stating that negotiators have made ‘great headway’ working on a deal.  Even so, concerns remain as mixed messages continue to trickle out, with the President recently stating that he is in no rush and would even walk away from a potential deal that fails to address key issues, such as intellectual property and technology transfers.  Two steps forward, one step back.

Market Minute - March 12, 2019

IPO Market

by Scott Rosenquist, CFA​

This year is set to be a potential record for the IPO market.  Some well-known companies plan on going public in 2019 and will grab the market’s attention as their shares begin to trade for the first time.

Monthly Markets Memo - February 2019

World Money Small.jpgby Dan Zalipski, CFA 

The S&P 500 had its worst December since 1931 to close out the year.  Fast forward a month, and you may be surprised to learn that the S&P climbed nearly 8%, its best January in 32 years.  Dig a little deeper and it may not be that surprising at all to learn that some of the best market days are in close proximity to its worst days.   

Market Minute - February 14, 2019

Lesson Learned?

Vantage Financial welcomes guest contributions.  Please know the information, opinions and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners Limited. ​

by Bob Veres with Inside Information

Investors who reacted emotionally to market movements have been humbled yet again.  When U.S. stocks (measured by the S&P 500 index) fell 13.97% in last year’s fourth quarter, most of us felt in our gut like the market was in the midst of a major bear market collapse.  The downturn would continue into the new year, and take some or (worst case scenario) all of the 9+ year bull market profits with it.

Monthly Markets Memo - January 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Fed raised interest rates as expected in December.  Investors were expecting the Fed to pause any additional rate increases after December’s move, but the Fed forecasted two more rate increases in 2019.  Investors were concerned that continued rate increases could spell trouble for the economy as it was already starting to show some potential signs of slowing. 

Market Minute - January 15, 2019

by Scott Rosenquist, CFA

2018 Recap

The financial markets finished down last year across almost every major asset class.  You know it was a difficult year when cash was the best performing asset.  The year 2018 was almost the exact opposite from 2017, when all asset classes were positive, and cash was the worst performer.  This is quite unusual to say the least. 

Monthly Markets Memo - December 2018

World Money Small.jpgby Dan Zalipski, CFA 

Unless Santa delivers a last-minute present, stocks are looking like a real lump of coal as we close out the year.  Bonds are also struggling this year in the face of rising interest rates, with the Barclays Aggregate Bond index sitting on a loss at the time of this writing.  We may be witnessing some history in the making as the S&P 500 and the Barclays Aggregate Bond index have never both posted negative returns in a calendar year.  This highlights what an unusual year 2018 has been for the markets.

Market Minute - December 14, 2018

by Scott Rosenquist, CFA

Trade and Interest Rates

Financial market headlines continue to be dominated by two topics, tariffs and interest rates.  There were notable events regarding both recently and I’d like to take a minute to discuss them. 

Monthly Markets Memo - November 2018

World Money Small.jpgby Dan Zalipski, CFA 

It goes without saying that the recent volatility has been unsettling as investors have watched 2018 gains evaporate amid the turmoil.  It’s times like these where we must remind ourselves that corrections are a routine occurrence and not necessarily a sign of an imminent prolonged downturn. Corrections, defined as a 10% drop from the most recent peak occur on average once a year.  Smaller market declines between 5-10% are even more frequent averaging about four per year.  Compared to recessions, they are relatively short in duration, but can still linger for several months.  Trying to time moves within a portfolio in anticipation of a correction is difficult due to their frequency and somewhat unpredictable nature.  Coming out of a correction, however, is a prudent time to assess the correction’s impact on a portfolio and rebalance appropriately.  

Market Minute - November 19, 2018

by Scott Rosenquist, CFA

Market Volatility

The month of October brought volatility back to the market as the major equity indices posted negative returns for the month.  This was also seen internationally, as developed and emerging markets were also negative for the month.  Investors were left wondering what caused the spike in volatility and will it continue?

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