2019 Q4 Investment Update

VanceWealth Market Update, Tax Issues Leave a Comment

The first three quarters of 2019 rapidly passed but not without noteworthy market performance. While the markets appeared flat last quarter, they were not sideways. In fact, that would be far from the truth. The S&P 500 peaked on July 26th at 3,025* but shortly after experienced a downside volatility. August was full of “ups and downs” with the market bouncing between a trading range. September allowed the market to turn positive for the quarter but gave most of those …

Time in the market versus timing the market

VanceWealth Market Commentary, Market Update Leave a Comment

I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: 1.Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the answer isn’t trying to guess when to get in and out of the market. 2. “Time in the market versus timing the market” has proven to be a …

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 …

Investment Update – Q1

Shanele Stoll Market Update

2018 – Recap At the beginning of last year (2018), we compared the market in 2017 similar to the climb to the top of a rollercoaster. People were excited, it was a slow and steady climb, and there was not much in the way of surprises. We all have been on a roller coaster, and we know what had to happen next. The markets in 2018 were filled with steep declines and subsequent recoveries. Investors were nervous about what was …

How do headlines affect your portfolio? Your Midyear Investment Update

jerrodferguson Market Update

Each summer, we provide a Midyear Investment Update because we believe in not only preparing for life’s uncertainties but also anticipating them before they occur. Here are some fresh financial perspectives backed by decades of expertise and focused on peace of mind.   Real News Vs. Fake News In recent months, news headlines have been heating up, and some investors are questioning the volatility of U.S. and international markets. Amid this concern, our investment advice remains steady: Maintain a healthy …