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.
The Fiduciary Rule was adopted by the Department of Labor in 2016 but never really implemented. It was designed to require brokers to put their clients’ best interests first when advising about individual retirement accounts and their 401(k)s.
We’ve prepared an economic update for the first quarter of 2018 that focuses on a few key themes – an update on the U.S. and global economic expansion; a review of global equity valuations, fundamentals, and where opportunities may be found; and monetary policy and its implications on interest rates and the bond market. Finally, we summarize Mission Wealth’s actions given the current macroeconomic backdrop.
In the world of investing, it seems as though the choices that are available to us are infinite. One can choose to invest in everything from pharmaceutical companies to restaurant chains to retailers and so on. Even with such a wide variety of options, these days more and more people are beginning to invest in companies that benefit society at large.