Visit us on Facebook Follow us on Linkedin

Measuring Success Newsletter

Given the role your wealth plays in your life, you require your own individual strategy to guide your way. People often think financial goals are relatively straightforward. But in reality, when we consider market turbulence, news headlines, an environment of complex investment choices, and the changes in your own life, it’s rarely a simple matter.

To read the full Measuring Success Newsletter, click here.

Ready, Set, Trade War?

In recent years, investors have largely ignored geopolitical risks. Russia’s invasion of the Crimean Peninsula, the Brits’ vote to leave the European Union (EU), unrest in the Middle East, and other global events have not affected financial markets’ upward progress. When tariffs came between the United States and its allies, financial markets blithely breached new highs. However, the possibility of a trade war between the United States and China took the spring out of the bull market’s step late in the second quarter of 2018.1

Continue Reading »

July Market Recap – Uncertainty Ahead?

Domestic investors are facing two distinct periods of uncertainty: now through Labor Day (September 3) and Labor Day until the midterm elections (November 6). Ed Mills, Washington policy analyst, expects the first period is likely to see elevated activity with the Mueller investigation, continued trade-related escalations, and increased geopolitical headlines. As Washington, D.C., works through these issues, he is concerned about the binary nature of these fights teetering between potentially extremely positive and negative outcomes.

Continue Reading »

Easing Anxiety if the Yield Curve Inverts

At this time, the Fed appears determined to carry forward with raising short term rates two more times by year’s end. The current spread between the 2- and 10-year Treasuries is 27 basis points (bp), the lowest since August 2007. As discussed last week, the Fed’s move may bring the curve to an inverted state at some point in the future (raising short rates while intermediate and long rates remain somewhat stationary) which may or may not signal a recession, but even if it does, it does not mean that the economy is about to fall into the abyss.

Continue Reading »