• Investment Gaps and Overlaps

Managing Held Away Assets

2018-05-31T10:37:09-05:00May 31, 2018|Categories: Resource Center|Tags: , |

Investment Gaps & Overlaps

By the age of 50, the average person will have 11.9 jobs. Along the way, you may collect smaller retirement plan accounts at your previous employers. However, as a group, these accounts may amount to one of your largest assets. Are you allowing these assets to go unmanaged? Consolidating them under the watchful eye of a trusted financial guide just may be the answer. http://bit.ly/2LmJ1Fa

Stocks Up, Signals Mixed

2018-05-29T12:29:59-05:00May 29, 2018|Categories: Weekly Update|

The Weekly Update

Week of May 29, 2018
By Christopher T. Much, CFP®, AIF®

Geopolitical uncertainty affected stocks last week, as the historic summit between the U.S. and North Korea began to look less likely. On Thursday, May 24, President Trump announced that the summit was off, and stocks stumbled in reaction. The next day, Trump said the meeting might still occur next month, leaving investors questioning the eventual outcome.

Also, on the geopolitical front, an announcement that Saudi Arabia and Russia would consider easing back oil supply restrictions affected stocks. U.S. crude oil prices dropped in response, pulling energy stocks down with them.

Despite these developments, major domestic indexes increased last week. The S&P 500 gained 0.31%, the Dow added 0.15%, and the NASDAQ grew by 1.08%. International stocks dropped, with the MSCI EAFE decreasing by 1.60%.

What kept U.S. stocks in positive territory for the week?

Solid corporate earnings helped drive upward movement.

Several …

Tackling Trade & Treasuries

2018-05-21T12:32:24-05:00May 21, 2018|Categories: Weekly Update|

The Weekly Update

Week of May 21, 2018
By Christopher T. Much, CFP®, AIF®

Major domestic indexes went down last week after all three gained more than 2% the previous week. The S&P 500 dropped 0.54%, the Dow gave back 0.47%, and the NASDAQ lost 0.66%. International stocks also stumbled; the MSCI EAFE decreased by 0.61%.

Two familiar topics were on many investors’ minds last week: trade and treasuries. Here is a recap of the key details and their market impacts.

1. U.S. and China Resumed Trade Talks

Background:
Tension between the world’s 2 largest economies continued last week as the U.S. and China launched another round of trade discussions. Both countries have threatened billions of dollars of tariffs on the other’s products, but so far, neither has acted.

On Saturday, May 19, the countries released a joint statement saying they would take measures to “substantially reduce the United States’ trade deficit in goods with China.” …

Markets Post Week of Growth

2018-05-14T13:33:35-05:00May 14, 2018|Categories: Weekly Update|

The Weekly Update

Week of May 14, 2018
By Christopher T. Much, CFP®, AIF®

On Friday, the markets closed the week gaining traction. The Dow had 7 days of consecutive growth, rising 2.34%—its largest weekly gain since March. Meanwhile, the S&P 500 rose 2.41%, the NASDAQ jumped 2.68%, and the MSCI EAFE increased 1.41%.

Various factors came together to support the growth. From geopolitical topics to strong corporate earnings, we’ll focus on 3 key developments that drove movement.

1. Energy Shares Boosted by Iran Nuclear Deal Withdrawal

President Trump’s decision on Tuesday to withdraw from the Iran nuclear deal helped push the energy sector higher. With the possibility of renewed sanctions on the horizon, the anticipation of a pullback from global oil supplies helped boost prices. Though oil prices fell from a 3½-year high on Friday, it was the 2nd week of growth, driving energy shares to rise 3.8%.

2. Technology Sector Jumps Amid Strong …

Announcing the Launch of the CTS Resource Center

2018-05-10T09:01:42-05:00May 10, 2018|Categories: Weekly Update|

Announcing the Launch of the CTS Resource Center

We focus on overall financial health, helping you meet your financial goals and live your best financial life. We believe that a financial life well-lived is collaborative and informed, empowering investors with the proficiency to ask the right questions of the right people. With this in mind, we are excited to launch the CTS Resource Center, focused on financial education 24-7. http://bit.ly/2I2GC4i

Examining Unemployment

2018-05-07T13:16:16-05:00May 7, 2018|Categories: Weekly Update|

The Weekly Update

Week of May 6, 2018
By Christopher T. Much, CFP®, AIF®

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and interest rates. Nonetheless, stocks had mixed results last week. The S&P 500 dropped 0.24% and the Dow gave back 0.20%, which marked both indexes’ 2nd week of losses in a row. Thanks to a bounce in tech stocks, however, the NASDAQ gained 1.26%. International stocks in the MSCI EAFE decreased by 0.57%.

Amid this relatively tepid performance, we reached a big milestone on May 1: Our current economic expansion is now officially the 2nd longest on record. For 8 years and 10 months, the economy has been growing, and many sectors still have room to advance.

As we look to better understand where we stand today, Friday’s employment report provides key insights into our economic health.

What We Learned …

Go to Top