Wealth Management Commentary

June
19

Written by: Macy

All Eyes on Inflation!

Inflation is the way economists measure changes in the prices of goods and services. The United States has enjoyed relatively low inflation for a significant period of time. Last week, the consumer price index indicated inflation had moved lower in May. Inflation is our focus because it is at the core of two very different…

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June
06

Written by: Your Family CFO Team

The Bull Market in U.S. Stocks is Getting Really Old!

In fact, this bull has been charging, standing, or sitting for more than eight years. In April, it became the second longest bull market in American history, according to CNN Money. There are some good reasons the stock market in the United States has continued to trend higher. For one, companies have become more profitable….

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May
30

Written by: admin

Is preparing for the future more important than enjoying the present?

There is a lot to enjoy today. Last week, Financial Times wrote: “Wall Street ended an impressive week on a steady note – eking out a tiny gain to a fresh record close – as oil prices recouped some of the previous day’s steep losses and the latest U.S. Gross Domestic Product data reinforced expectations…

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May
22

Written by: Your Family CFO Team

How Much Is Too Much?

There has been no shortage of drama since the new administration took office – legislative setbacks, controversial hiring and firing, and fiery tweets on various topics. Regardless, U.S. investors and markets remained stalwart until last week when the CBOE Volatility Index (a.k.a. the fear gauge) jumped 46 percent higher and markets declined. Financial Times explained:…

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May
17

Happy Buttonwood Agreement Day!

The start of the New York Stock Exchange all began on May 17, 1792 with the signing of the Buttonwood Agreement.  The signing took place at 68 Wall Street, New York, NY under a Buttonwood Tree.  The mid 1700’s was a time where brokers, merchants and auctioneers bought and sold to one another in offices,…

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May
15

Written by: admin

Does Performance Tell the Whole Story?

American stock markets have delivered some exceptional performance in recent years. Just look at the Standard & Poor’s 500 (S&P 500) Index. Barron’s reported the S&P 500, including reinvested dividends, has returned 215 percent since April 30, 2009. The index is currently trading 50 percent above its 2007 high. The rest of the world’s stocks,…

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May
08

Written by: Your Family CFO Team

The Markets’ Upward Trend May Have You Scratching Your Head…

Is it complacency? Exuberance? Uncertainty? Exhaustion? Insight? Intuition? Last week, all three major U.S. stock markets gained value and two reached new record highs. On the face of it, that’s great news for stock investors. However, if you look below the surface, the markets’ upward trend may have you scratching your head. Barron’s reported: “That…

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May
01

Written by: Your Family CFO Team

It was a good week to own stocks…

Not all financial news was good news last week, but that didn’t prevent U.S. stock markets from moving higher. Barron’s reported on the good news: “This past week, welcome political news from Europe, a batch of stellar corporate-earnings reports, and a concrete tax proposal to cut corporate and some personal rates sharply gave the bull…

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April
17

Written by: Your Family CFO Team

And the Survey Said…

In late 2016, Natixis Global surveyed 500 institutional decision makers representing corporate pension plans, public pension plans, sovereign wealth funds, insurance companies, foundations, and endowments. Survey participants said market volatility, geopolitics, and interest rates were their top risk concerns for 2017. So far, U.S. stock markets haven’t proven to be very volatile, but geopolitics caused…

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April
10

Written by: Your Family CFO Team

U.S. Stock Markets Are Sending Mixed Signals

If you look at the performance of the CBOE Volatility Index (a.k.a. the VIX or fear gauge), which is a measure of market expectations for volatility in the near future, it appears all is well and investors expect no unexpected events. Barron’s explained: “…which brings us back to a central fact: the absence of volatility….

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