Market Commentary

Are Stocks Due for a 4th Quarter Comeback?

At the time of this writing, the S&P 500 and global markets (as measured by the MSCI World) are negative for the year. Some investors are losing patience and I’ve noticed the media increasingly spinning negativity – last week, a soft jobs report spurred a flurry of nervous headlines (never mind that the unemployment rate held steady at 5.1%).[…]

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“Fiduciary” vs. “Suitability” Standard – What It Is, What It Means

October 7th, 2015
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“Fiduciary” vs. “Suitability” Standard – What Is It, What It Means
You may have come across the term “fiduciary standard” in context of your retirement and investment planning reading.  As recently as April, the term was even being tossed around the halls of 1600 Pennsylvania Ave,[…]

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How To Fight Market Volatility

During times of pronounced volatility (like we’re seeing now), investors often try to find new ways to neutralize how market gyrations impact their portfolios. This can mean selling down stock positions, owning fewer stocks, shifting asset allocations to favor bonds or even looking to new asset classes like real estate.[…]

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Can an Advisor Manage Better than Me?

This is the first article in a twice-monthly new series from Mitch Zacks answering your individual portfolio related questions.
This week, Orlando, FL asks “Can an Advisor Manage Better than Me?”
I don’t like to answer a question with a question,[…]

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Are You Making a Big Mistake in These Volatile Times?

Stock market volatility continues unabated. It may be too early to tell, but I’m marking the top of this current market correction at July 20, with the bottom still to be determined (though I’d say it’s still a few weeks off).[…]

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Xi Jinping’s Visit, Microsoft’s China Connection, Volkswagen Woes, and More

September 25th, 2015
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Xi Jinping’s U.S. Visit Overshadowed by the Pope – the pontiff grabbed all the attention this week in his first visit to the United States.  Pope Francis’ candid and often politically charged views provoke thought and unsettle politicians across the spectrum,[…]

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What Market Volatility Means for Retirees

September 23rd, 2015
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Recent market volatility has some investors on edge. From August 18 – August 25, 2015, the S&P 500 declined over 10% and in noisy fashion, with big down days and media reports instilling fears of an impending global economic slowdown (rooted in China).[…]

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Fed Narrative Doesn’t Change, Mega-brewery Potential, Lyft vs. Uber

September 22nd, 2015
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In this week’s edition…

The Federal Reserve Needs a “Little Bit More TIme”
Focus on Trend-lines, Not Headlines
Megabrewery in the Works
Lyft Challenging Uber ini China with Didi Kuaidi Partnership

 
The Federal Reserve Needs a “Little Bit More Time” – those were the words Janet Yellen used when outlining the Fed’s case for keeping interest rates steady.[…]

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Negative Earnings – Should You Be Worried?

Earnings posed a legitimate headline risk in the second quarter: total earnings for S&P 500 companies were down -2.1% from the same period last year on -3.4% lower revenues. Yikes.
And, that’s coming off a weak first quarter when earnings basically flat-lined nudging only +0.8% higher.[…]

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Jobs in America, China, Japan and Brazil

September 11th, 2015
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Jobs in America – the unemployment situation been a perceived blemish on the U.S. economy for some time, but the numbers don’t support the negative sentiment. In the month of August, the economy added 173,000 jobs and contributed further to the ongoing trend: monthly 2014 job additions were +10% above 2013,[…]

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