The major equity markets (S&P 500, EFA, EEM) did well for the 4th quarter, with the US market being the shining star for 2021. We were concerned that there could be some consolidation, but it didn’t happen.
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The major equity markets (S&P 500, EFA, EEM) have done well for the 3rd quarter, with the US markets being the shining star. While we think there will be some consolidation, we still expect this year to end positively.
The major equity markets (S&P 500, EFA, EEM) have done well for the 2nd quarter, with the US markets being the shining star. While we think there will be some consolidation, we still expect this year to end positively.
It has been a couple of extraordinary weeks marked by numerous headlines and historical market moves. While we have attempted on numerous occasions to send out an update…often writing into the early hours of the morning…we wake up to find that our thoughts are being reflected in current news and dismissing the updates. One of [...]
Dear Clients & Friends, As you know, the recent global outbreak of the Coronavirus has placed both the markets and citizens on-edge. At this time, it is impossible to determine the eventual spread and impact of this virus, but it has the potential to disrupt our daily lives for the near future. Syntal is [...]
Talking Points What is “good” for the fight against the Coronavirus (COVID-19), is “bad” for the economy. The need for sudden action. The risk of a stop-start economy and consumer. Likely a short recession. Significant stimulus both fiscal and monetary, but more is needed from Fiscal side. Fundamentals will matter again. The New, New [...]
Late Cycle We believe that the markets are in late cycle. During late cycle, you start to look for more defensive or hedge positions and extend duration in your high-quality fixed income portfolio. The momentum of the market is strong at this point and we will pay attention to this momentum to help us adjust [...]
The Santa Claus rally arrived late this past year but finally came through in a big way and has carried forward into the New Year. Positive news, with a more dovish Fed and face-to-face talks with China on trade issues, has supported this recent rally. While this has raised investor spirits, the damage done [...]
S&P 500 Large Cap Index As noted in our communication on Friday, October 5th, we were worried volatility would pick up - quite the understatement! The S&P 500 (which is an index of US-based large-cap stocks) broke its short-term trend line, the 10-day moving average, last Friday. It has further broken the 50-day moving average [...]
Increasing sophistication around independent RIA support was vital to the merger this past week of breakaway wealth shop Syntal Wealth Partners and a prominent Merrill Lynch team in Dallas. But friendship and complementary skill sets – forged over more than a decade – were the real catalysts, say those who made the deal. “Ben and [...]