2019 Mid – Year Investment Update

VanceWealth Market Commentary, Political Commentary, Tax Issues

Greetings, Even though accounts are positive year-to-date after a swift recovery from the Q4 2018 volatility, most people do not realize that the S&P 500 has been essentially flat since the market peaked back on January 26, 2018 (S&P 500: 2,872) over 18 months ago. The S&P 500 closed August 12th at 2,883, only +0.38% above the January 26th market peak. Once again, there has been a lot of market volatility with not much to show for it. Here is …

2019 Mid-Year Investment Update – “For the Record”

VanceWealth Market Commentary, Market Update

As we conclude Quarter 2 and look forward to the remainder of 2019, the S&P 500 just posted its best first half market performance in 22 years. This comes on the heels of an extremely volatile Q4 2018 due to slowing global growth concerns, trade issues and tariff talks, and a flat/inverted yield curve that is driving concern of an upcoming recession. On Wednesday, July 10th, the S&P 500 crossed the 3,000 level for the first time in history. Even …

Volatility has reappeared, but don’t lose focus

VanceWealth Market Commentary

To begin the 4th Quarter, the equity markets have experienced some notable fluctuations – a sharp contrast from the steady upward climb we saw in 2017. Concerns about rising U.S. interest rates, trade disputes and the technology sector contributed to declines for all three major U.S. stock indices during this same period. The analysts at Raymond James agree the outlook for the economy remains positive, though volatility is likely here to stay for a while. “The near-term prospects for the …

Is now a good time to invest?

jerrodferguson Market Commentary, Retirement, Tax Issues

Q: Is now a good time to invest?   Jerrod Ferguson: “The answer to this question always depends on one thing: When will you need to use the money? Once we know your time horizon and long term financial goals, we can determine how much risk you should take on those investments. If you’re going to be using the money for a very long-term goal like retirement, then yes, it’s likely a good time invest. If you need to spend …

Investment Update – Quarter 1

jerrodferguson Market Commentary

The end of 2017 brings to a close one of the best years for global equity markets in nearly a decade. I like to think of 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there wasn’t much in the way of surprises. Every month, your account value seemed to be higher from the previous month. It was a banner year in terms of market returns. Here …

Market Update-Q4, The Final Stretch

jerrodferguson Market Commentary

The third quarter has come to an end and the holiday season is quickly approaching. Markets have continued to impress year-to-date and according to Raymond James Chief Investment Strategist, Jeff Saut, “Evidence suggests investors are witnessing the biggest bull market on record1.” Here is a recap of where various market indexes have performed through September, 2017: S&P 500 +12.53%, Dow Jones Industrial Average: +13.37%, NASDAQ: +20.86%, MSCI EAFE: +17.21%, Russell 2000: +9.85%, Barclay’s Aggregate Bond: +3.15%.   Why are Things …

Mid-Year Investment Update

jerrodferguson Market Commentary

Automation is currently impacting our global economies. In an article published by The Economist, titled “Taking Flight,” the evolution of drone technology is discussed in great detail.  Until recently, the marketplace for drones had been divided into two main spaces, toys and weapons.  The vast majority of worldwide spending on drones (approximately 90%) can be attributed to military uses, however the majority of drones in existence have been created for everyday consumers (2 million units sold in 2016).  Now, a …

THE TRUMP ERA – How the new Presidency may impact the American economy, and what that means for you

VanceWealth Market Commentary, Political Commentary

The first three months of the Trump presidency have been politically tumultuous and divisive. Opinions on the work he has done so far, and the work he has planned for the future have been far-reaching, and are being debated everywhere from our newsrooms to our living rooms. It can be challenging sometimes, to cut through the noise and the rhetoric to get some clarity on the issues you are most concerned about. At Vance Wealth Group, we are staying out …

What You Need to Know about the Brexit

VanceWealth Market Commentary, Uncategorized

There is no doubt that if you have been paying attention to the news in the last several weeks, you have been hearing a great deal of discussion about “The Brexit”. Opinions on this historic vote have been swift, diverse, and contentious. Politicians, economists, and public figures throughout Europe and the world have been campaigning doggedly on whether to stay or leave for months, and now that the vote is in, the focus has shifted to try to analyze what …