Macro Overview – September 2018

Kent Forsey, CFP® Client Education, Macro Overview, S&P 500, Stocks, US Economy

Here is a quick review of some recent issues affecting our economy from tariffs to emerging markets, history making gains to history making mandates. Trade and tariffs continued at the forefront of discussions among the U.S. and international trading partners.  Topics at hand included the North American Free Trade Agreement (NAFTA), the World Trade Organization (WTO), and safeguarding U.S. intellectual …

Economic Update – Third Quarter 2018

Kent Forsey, CFP® Corporate Earnings, Economic Update, Stocks

July 10, 2018 Dear Friends, Clients and Associates, I remember being told as a kid trying to learn the fine art of hitting a baseball, “Always keep your eye on the ball”.  A similar idiom in investing would be “Always keep your eye on corporate earnings”.  So far this year, S&P 500 companies returned 24.8% in the first quarter over …

Macro Overview – May 2018

Kent Forsey, CFP® Bonds, Macro Overview, Oil Prices, Stocks

Here are a few more thoughts to consider as we attempt to understand the crazy market of 2018 thus far. Markets persisted on a capricious course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. The 10-year Treasury bond yield reached 3% for the …

Stocks Enter a Trading Range – Equity Markets Update

Kent Forsey, CFP® Equity Markets, Stocks

It is hard to make sense of the recent stock market volatility.  Here are some important thoughts to consider. Markets rebounded in April as fundamental factors drove prices higher.  Among the factors influencing the markets were global expansion, positive domestic activity, increasing earnings, and capital spending increases. Stocks traded sideways, with the S&P 500 temporarily trading below its 200-day moving …

Shorter Settlement for Stocks & Bonds

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Bonds, Investing, Mutual Funds, Securities, Settlement Policy, Stocks

As of September 5, 2017, the settlement period for most security transactions has been shortened to two days, from three days. The two-day settlement date applies to most security transactions, including stocks, bonds, municipal securities, mutual funds traded through a brokerage firm, and limited partnerships that trade on an exchange. Government securities and stock options will continue to settle on …

Stock Indices Reach New Highs – Domestic Equity Overview

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Dow Jones, Market Fluctuations, S&P 500, Stock Indices, Stocks

Although there will always be reasons to be cautious and diversified in our investment portfolios, there are many reasons to be optimistic right now. Many analysts believe that the stock market rally following Trump’s election reflects the expectations of a new era of fiscal stimulus. Both economists and analysts agree that the Fed has basically exhausted all of its stimulus …