Market Commentary

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

October 9th, 2015

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

“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

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

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

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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