Market Commentary

New Trade Deal: 3 Things Investors Should Know

As I wrote in my weekly global markets summary last week, the 12-country trade deal, known as the Trans Pacific Partnership (TPP), finally reached agreement last week in Atlanta. The big players include the U.S., Japan, Canada, and Australia, and the biggest impact from the deal stems from the multilateral agreements with developing economies in Asia,[…]

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Does it Make Sense to Work with More Than One Investment Manager?

October 12th, 2015
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Minneapolis, MN asks…
Does it Make Sense to Work with More Than One Investment Manager?
The short answer is ‘yes,’ it can make sense for you to work with more than one manager (in the spirit of not having all of your eggs in one basket).[…]

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U.S. Jobs Report, Massive Trade Deal with Asia, Twitter News, and more…

October 9th, 2015
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Mixed Feelings About the U.S. Jobs Report – late last week, the U.S. monthly jobs report disappointed many investors and analysts with the economy adding just 142,000 jobs in September – or about 60,000 fewer than expected. Regardless, the unemployment rate remains at 5.1%,[…]

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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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