Market Update

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Coronavirus and The Stock Market: Q&As From Our Clients

Global markets closed on Monday approximately 30% off of the highs reached just one month ago. The sell-off has been dramatic and breathtakingly swift. We have been getting some great questions from clients, so we thought we might share some of them along with our thoughts in the following Q&A. We hope you find it…

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Our Thoughts on the Coronovirus Sell-Off

Fueled by fears related to the Coronavirus and compounded by a drop in oil prices, the US stock market has exhibited extreme volatility over the past several weeks. While double digit corrections are not unusual, this has been an historically abrupt decline. When you hear about stock market risk, this is it.  It is the…

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Our Take on Current Market Conditions

As a fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed, stay the course according to your personal plan.

Still, it never hurts to repeat this steadfast advice during periodic market downturns. After all, we understand that thinking about scary markets isn’t the same as experiencing them. So, what’s going on? Why did U.S. stock prices suddenly drop after such a long, lazy lull, with no obvious calamity to have set off the alarms?

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2016 in Review

It’s hard to think all the way back to January 2016, but the year began with a bit of a shock when US stocks had their worst start in history. Then came the Brexit vote in June, when non-US Stocks dropped approximately 7% over a three week period. And then came the US Presidential election, when US stocks dropped approximately 5% in the weeks leading up to the election.
But by the end of the year, those investors who stayed the course saw positive returns across the board.

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