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The Power of Long-Term Investing

In Articles, Investments, Market Updates by Brian Sottak

Given where we are in this current business cycle, now 8 ½ years into a monumental bull-market run, investors are left asking themselves “how much longer can this rally continue?” Some investors pulled out of the equity markets many years ago and have missed out on years of double digit returns, other investors have unsuccessfully been trying to time the markets in recent years, while long-term investors have enjoyed the gains and will continue to ride out future business cycles employing a diversified long-term approach to investing.

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Markets Continue to Post Strong Gains

In Articles, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA, CAIA Research Analyst and Alternatives Specialist   Summary: Global equities shrugged off geopolitical tensions and legislative headlines, posting strong gains in Q3. Returns were driven by a synchronized upswing in global growth, ongoing earnings recovery, and still supportive global monetary policy. Market Wrap: In the U.S., the S&P 500 rose 4.4% over the quarter amid supportive …

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Market Perspectives Q3 2017

In Articles, Investments, Market Updates by Matthew Adams

By Matthew Adams, MBA Chief Investment Officer and Partner   We’ve prepared an economic update for the third quarter of 2017 that focuses on a few key themes – the ongoing global equity rally, current economic conditions, and thoughts pertaining to valuations for U.S. equities. Domestic, international, and emerging market stocks continued to rally in the second quarter of 2017 …

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The Stock Market Is Eerily Calm

In Articles, Financial Education, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA®, CAIA® Research Analyst and Alternatives Specialist   A strong start to the Q2 earnings season has boosted U.S. stocks over the past two weeks, driving the S&P 500 to record highs, and sending the VIX market volatility index down to a 23-year low. The VIX, which is the most widely followed barometer of expected near-term U.S. …

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Got Financial Game? Financial Planning Strategies for Professional Athletes

In Articles, Financial Education, Financial Planning, Investments, Professionals, Retirement, Tax Strategies by Seth Streeter

By Seth Streeter, MS, CFP® Founder and CEO   Fame, big-money contracts, lucrative endorsements and lavish lifestyles are often associated with professional athletes. Unfortunately, so are many stories of “rags to riches to rags” due to poor financial choices made by these superior athletes. Sports Illustrated published a study finding that 78% of NFL players filed for bankruptcy or were …

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Positioning in Times of Low Volatility

In Articles, Business Owners, Concentrated Stock, Independent Women, Investments, Market Updates by Brian Sottak

By Brian Sottak, CFA®, CAIA® Research Analyst and Alternatives Specialist   Summary Following the global financial crisis of 2008, we have witnessed U.S. stocks rally significantly. Historically low levels of volatility and very few market pullbacks have characterized this stock market rally, with volatility moving increasingly lower over recent time periods. Many investors trying to the “time” the market have …

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Winners and Losers as the Fed Tightens Monetary Policy

In Articles, Financial Education, Investments, Market Updates by Kieran Osborne

By Kieran Osborne, CFA® Portfolio Manager   The Federal Reserve (Fed) raised rates for the second time this year on Wednesday, increasing the target range for the fed funds rate to 1.00% – 1.25%, and signaling a commitment to a tighter path for monetary policy. So, what are the implications for the broader economy and your investments? At Mission Wealth, …

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4 Reasons Why a Financial Advisor Can Help Your Business

In Articles, Business Owners, Financial Planning, Independent Women, Insurance, Investments, Professionals, Retirement by Mission Wealth

Most people wouldn’t embark on a long journey without a plan. It’s unusual to start something potentially costly and time-consuming without seeking some advice and taking the appropriate instruction beforehand. Still, many small business owners neglect to talk to a financial advisor or are reluctant to do so when they are starting a new business. According to the American College, …