Is the new investment your eyeing something with long-term potential or just another fad? Investment fads are nothing new. Investors are often tempted to seek out the latest and greatest investment opportunities when selecting strategies for their portfolios.
Does the recent market turbulence have you feeling like the sky is falling? The S&P 500 Index rose more than 10% over the first nine months of 2018, yet a tumultuous fourth quarter led to the index finishing with a negative return for the year (-4.4%), its worst calendar year return since 2008.
To provide better perspective, we evaluated what “typical” volatility looks like in equity markets over long periods of time and contrasted that with 2018. What you’ll find is that 2018, while disappointing, was a rather ordinary year.
Greetings and Happy New Year! Last year at this time, I was writing about 2017, a year for the ages. You could call 2017 a unicorn of sorts. Not only was the S&P 500 up nearly 22%, but it was the first year in its history without a single down month. But 2018 provided a rude return to the norm.
We have several key resources that will help as we discuss your financial goals in 2019.
A New Year has not provided a reprieve from the volatility the market experienced in late 2018. Plunging treasury yields, particularly in the front of the curve, sent the spread between 10-year and 2-year U.S. Treasuries to 0.16%. The U.S. Treasury curve has not been this flat since the summer of 2007, six months before the Great Recession. Does this mean a recession is coming?
In 2018, we were thrilled to add two talented professionals to the growing Fi3 Team – Courtney Laub and Allison Cornacchione.
In recent years, U.S. stocks have outperformed non-U.S. stocks, leaving some investors to prefer to stick close to home with their investments. However, as 2019 approaches, some investors have again turned their attention toward the role that global diversification plays in their portfolios.
With year-end quickly approaching, a few weeks remain to implement strategies that could provide meaningful tax savings. Here are six planning opportunities to consider before Dec. 31.
The uncertainty over trade disputes between the U.S. and China has been reflected in recent market activity. The markets have been up and down as investor optimism faded over the recently struck 90-day tariff truce between the countries. Investors worried about their portfolios should put the recent market declines in historical context.
Investors looking to invest in an opportunity zone in Indiana have a new online portal to connect them to communities around the state. However, it is imperative investors do not let the tax benefit of investing in an opportunity zone lead to a poor investment decision.
Since the Great Recession, global markets have experienced an unprecedented positive run, with an end to the good times and a recession almost inevitable. However, it’s not necessarily around the corner. How can you tell if a recession is near?