Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events, such as marriage, divorce, the sale of a family business, or a career change? Too busy to become a financial expert but needing to make sure your assets are being managed appropriately? Or maybe you simply feel your assets could be invested or protected better than they are now. These are only some of the many circumstances that prompt people to contact someone who can help them address their financial questions and issues.
We’ve prepared an economic update and outlook for the fourth quarter of 2018 that focuses on a few key themes – commentary on the recent stock market sell-off, a discussion of the ongoing trade war narrative and its impact on the economy, and the outlook for Fed policy and interest rates.
This Fall 2018 economic indicators update takes a look at employment trends in region, the latest data on housing and jobs in the Tri-Counties, and a look at the performances of the region’s publicly traded companies.
While 2017 was largely categorized by low volatility and muted headlines, 2018 has seen an increase in volatility (still well below historical norms) and a meaningful increase in market-moving headlines that can often lead investors to make irrational decisions. It is important to look beyond these headlines, tune out the noise, practice discipline, and take a long-term perspective.
As an investment, Bitcoin elicits polarizing views. Proponents may argue that bitcoin is on the verge of the greatest bull run ever, while critics consider the currency worthless and a fraud.
Mission Wealth’s social values portfolios create a basket of stocks that mimic the broader market and rank highly on a scorecard of environmental, social and corporate governance practices.
It’s been a tough start to the year for the bond market, as interest rates have continued to grind higher on the back of increased inflationary pressures and anticipated Fed rate rises.
We’ve prepared an economic update for the second quarter of 2018 that focuses on a few key themes – rising market volatility, equities & the economy and fixed income. At the end of this video, we summarize Mission Wealth’s actions given the current macroeconomic backdrop.
We’ve been saying for a long time that the market was statistically due for a sell-off and an increase in volatility. After experiencing historically low levels of volatility throughout 2017, the first quarter of 2018 was the polar opposite, with heightened volatility experienced, particularly in February and March.
Trade wars are not productive. They create undue inflation and generally curb economic activity for ALL involved. All countries have a lot to lose, and they all know that. Negotiated middle ground could be a good solution for all and most likely will occur if the “obvious” plays out.