Market Update

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The Economy vs. The Market

The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same.  Perhaps this has never been more evident than over the past several months.  The state of the economy, according to most measures, is bleak, with economic activity contracting, an unemployment rate of more than 10%, and an…

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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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2017 in Review

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. However, equity markets…

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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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