Wealth Management Commentary

October
09

Provided by: Your Family CFO Team

Slow and steady…

It has been 332 days since the Standard & Poor’s 500 (S&P 500) Index experienced a 5 percent drop, reported Barron’s. If there isn’t a selloff on Monday or Tuesday, this will become the longest rally without such a drop. During this period, the Index has gained 33 percent. Think about that for a moment:…

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October
02

Provided by: Your Family CFO Team

A lot happened in the 3rd quarter of 2017, but not much changed.

The bull market in U.S. stocks continued to charge ahead. Traditional measures of valuation continued to suggest the market is overvalued, but some analysts argued it’s different this time. The Economist explained: “The current [cyclically-adjusted price-to-earnings] ratio of 31 suggests that stocks are about 50% over-valued – a figure that has only been exceeded in…

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September
25

Provided by: Your Family CFO Team

Geopolitics, what is it good for? Absolutely nothin’!

In January, Robert Kahn of the Council on Foreign Relations wrote in Global Economics Monthly: “Markets showed impressive resilience in the face of a range of geopolitical shocks in 2016, but recent market moves suggest this year could be different…It should be the year that global geopolitical risks provide the volatility in markets that I,…

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September
18

Provided by: Your Family CFO Team

The Markets

“In theory, there is no difference between theory and practice, in practice there is.” Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think the authors – Matt Kadnar and James Montier – don’t…

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August
28

Provided by: Your Family CFO Team

Hope Floats

Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks bobbed up and down as investors’ optimism was weighted by concerns about a possible debt-ceiling battle and government shutdown. CNN offered some insight to the historic economic…

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August
22

Provided by: Your Family CFO Team

Here, there, and everywhere….

Markets around the world appear to be benefiting from global economic recovery. After pointing out the United States’ economy is the heart of the global financial system, Barron’s reported: “The Standard & Poor’s 500 index has tirelessly amassed 30 record closes this year, but is up just 1.2 percent since March 1. Meanwhile, nearly every…

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August
14

Provided by: Your Family CFO Team

North Korea May Be Small, But Can Churn Up Big Trouble

The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had investors on the run last week. In the United States, the Standard & Poor’s 500 Index fell by 1.4 percent, the Dow Jones Industrial Average lost 1.1 percent, and the NASDAQ Composite finished 1.5 percent lower. Financial Times…

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August
07

Provided by: Your Family CFO Team

Who’s Been Buying Shares of Company Stock?

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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July
31

Provided by: Your Family CFO Team

There was some good news and some bad news last week…

Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist….

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July
17

Provided by: Your Family CFO Team

It was a good week for a lot of stocks, but not bank stocks…

Not just wealth. Wealth with purpose. Learn How As wealth grows, life becomes complex. Many successful people are challenged to find the time to both properly manage wealth and focus on their interests and passions. That’s why we exist. Our goal is to simplify the financial process for individuals and families that would like to…

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