Market Commentary

Is This Bet Worth the Risk?

February 17th, 2018
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Could betting on low volatility backfire? And do these inflation readings point to strength or weakness. Get our thoughts on these questions and more in this week’s edition of Steady Investor’s Week: When Betting on Low Volatility Backfires – in a classic case of ‘chasing heat,’ many investors gravitated over the last year into risky […]

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Relax, the Stock Market Correction is Normal

Global equities markets took many market participants for a spin over the last couple of weeks. The sharp declines took many by surprise, especially considering that the S&P 500 had just completed its longest stretch in history without a drawdown of at least -5%. Indeed, from February 2016 through the end of last year, the […]

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How to Navigate Market Volatility

February 10th, 2018
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With steep declines in the market this week, nerves are high as many investors wonder what this volatility means. Could this mean a bear market is around the corner? Read on to get our view on what’s to come. Navigating Market Volatility – volatility has returned to the markets, following nearly two years of virtually […]

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Are You, and Your Spouse, Prepared for Retirement?

February 7th, 2018
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Randy W. from Jacksonville, FL asks: In your interactions with clients, do you find that you only work with one decision-maker in the household? Or do you find it important/helpful to always include the spouse? My wife and I are looking to hire a financial advisor, and I’m curious if based on your experience you […]

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The Perils of a Trade War

Trade has been in the spotlight lately, but not necessarily in a good way. NAFTA negotiations remain tense, and rhetoric suggests the U.S. could potentially walk away from the agreement. Over the last month, a 30% tariff landed on solar panels imported from China and a 20% tariff was slapped washing machines from South Korea. […]

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Bubble in Stocks and Bonds?

February 3rd, 2018
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Could the bond and stock markets be heading for a bubble? Is Britain desperate for growth after leaving the European Union? And where do we forecast U.S. GDP in 2018? Read on to get the answers to these questions. Farewell, Janet Yellen – the now former Federal Reserve Chairman oversaw her last meeting this week, […]

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Time to Check the U.S. Economy’s Pulse

Expectations for the U.S. economy are seemingly running high. With tax cuts, a rising stock market, historically low unemployment, and solid corporate earnings, it makes sense that investors and consumers alike are optimistic about what lies ahead. At Zacks Investment Management (ZIM), we’re optimistic too, but more so because of what we see when we […]

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Keep an Eye on These Economic Indicators

January 27th, 2018
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President Trump plans to join the 2018 World Economic Forum, but how might his America First policies shape up in the forum? And what backlash are we seeing from trading partners as a result of new tariffs/ Read on for more details… The “Global Elite” Descend on Davos in an annual conference of world and […]

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4 Insights that Might Shape the Market in 2018

January 22nd, 2018
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While the government faces a looming shutdown, Apple plans to invest $30 billion in the U.S. economy as well as add 20,000 new jobs. How might these and other stories affect the U.S. economy? Read on to find out… Government Shutdown Looming? Temporary government funding runs dry at 12:01 a.m. Saturday morning, and lawmakers in […]

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Bear Market in Bonds?

Around this time last year, I first started to write about a potential bear market in bonds – but not because I believed one was necessarily imminent. I was actually referring to forecasts being made by some well-known managers in the bond world. The argument being widely circulated at the time was that bond yields […]

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