Jim Ferrare, CFA®, CPA, a Wealth Advisor and Managing Principal, recently published an article on The Robo v. Human Advisor Debate for the May/June 2019 edition of the New Jersey CPA Magazine.
On Friday March 21st, one important part of the yield curve inverted for the first time since 2007.
The financial markets have started the year with a bang.
2018 put the cliche “It’s a bull market somewhere” to the test. Instead it proved to be the year where there was no place to hide.
Coney Island’s Cyclone roller coaster is a fasten your seat belts type ride that boasts: “get ready to shake, rattle, rumble…. featuring 12 drops and 27 elevation changes that still has the stuff to take your breath away.”
It’s been an eventful year for markets and countries around the world. The S&P 500’s small 0.73% loss is its worst performance since the flat return of 2011 and the first negative price performance since 2008.
PWM presents the Fall 2015 Market Flashback. In this video, we will discuss: Concerns about global growth and the possibility of a hard landing in China continue to weigh on investors. Volatility levels have spiked creating opportunities for long term investors.
U.S. Economic data released at the end of the quarter was mostly positive. The final revision for second quarter Gross Domestic Product (GDP) showed a healthy 4.6% annual rate of growth, revised upwards from a previous read of 4.2%.
Global equity markets ended the quarter, and the year, on a high note.