Eugene reviews key themes and data that could help investors navigate a challenging environment. While markets may remain choppy, we think strong earnings and economic growth should provide some tailwinds for stocks.
As the stock market continues to reach new highs amid a historic bull market run of more than nine years, investors are becoming much more attuned to their portfolio returns – some obsessively so.
Driven by fear of underperforming the market, many investors tend to focus their attention on stock market benchmarks such as the S&P 500 as a way to gauge their own investment performance. The problem is that these benchmarks have little to do with their own investment objectives, which should form the basis for their investment decisions.
Eugene provides a fresh update on the investment backdrop, including the current equity market, trends in corporate earnings, and broader economic fundamentals.
October has been a rough month for investors so far. Like it or not, it’s during the most trying times when advisors really earn their keep as investors turn to trusted experts for counsel and direction. This is where it can get tricky for investors. Creeping into their mind is the question of whether their investment strategy is still best for them. As fiduciary advisors, it is our job to educate our clients before they act upon emotions, which sometimes leads to irrational decision making.
Here are some important reminders that can help investors stay on track when it comes to investing.
Economic growth looks healthy and we have a positive view toward financial markets. The importance of paying less for future growth potential. Why valuations, profits, and cash flow matter for investors?
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- September 2018 Market Commentary
- August 2018 Market Commentary
- July 2018 Market Commentary
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