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Market Commentary

Weekly Market Commentary December 10, 2018

The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more

Avoid holiday financial stress

Monthly Newsletters

Gifts without the Guilt – Tips for Avoiding Financial Stress at the Holidays

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Market Commentary

Weekly Market Commentary December 3, 2018

Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more

Blog

Current Market Volatility

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Update on current market volatility:

We’re in the midst of normal market volatility but we understand it still feels scary. This post is a reminder of the importance of staying grounded and unemotional during these periods where stocks sell off and headlines run hot. The price of returns over the long term is just this sort of temporary volatility. That’s always been the case.
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Blog

The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

Blog

The Most Common Big Mistake for The Average Investor Is…?

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Since 2001, Vanguard has updated a report annually titled “Advisor Alpha.” It’s a well-known piece among financial advisors because it is published by a highly trusted and reputable source, and it attempts to quantify the value to an average investor of working with a professional financial advisor.

One thing that makes it so interesting is that Vanguard cut its teeth originally as a low-cost way to invest in broad markets and just let the markets do what they do. Because of this, Vanguard was perceived to be against advisors who charged fees or commission for their services. Read more

Market Commentary

Weekly Market Commentary November 26, 2018

Global stocks continued to decline as economic weakness and the possibility of further rate increases by the Federal Reserve worried investors. After rallying in late October and early November, global stocks were trading near the levels reached during the October decline. Read more

Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

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Market Commentary

Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Blog

Entering the Industry

Published by Sidney Meriweather, Director of  First Impressions

What do climbing Mount Everest and becoming a financial advisor have in common? They both look impossible to do, but a brave few persevere and summit the challenges.

I won’t be climbing Mount Everest anytime soon, but the last year and a half of my life have led to making the decision to pursue a career as a financial advisor. Entering this career feels daunting, from licensing to planning and everything in between the learning curve is huge. Read more