Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

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Post Election Note

Post Election Note

A quick note in the wake of the Election

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401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

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Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

...
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Participant Letter June 2016

Participant Letter June 2016

Stocks continue rebound from January funk, but bonds flat in May. Return expectations flat lining after post crisis run.

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Participant Letter April 2016

Participant Letter April 2016

March Thaw brings Leadership Shift

Corrections in the stock market often herald a change in marker leadership. Indeed, the first quarter saw a shift in performance of many of the asset sectors that make up a diversified portfolio. 

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Featured

W!

W!

The stock market is a lot like weather in New England – wait a few minutes and it will surely change! In late February, as the wintry weather waned, Wall Street waxed, climbing a proverbial wall of worry.

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Featured

A Ray of Light for Stocks?

A Ray of Light for Stocks?

Investor Sentiment now supportive of a market bottom

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Even Steven

Even Steven

Are you really worse off after the recent drop in stocks? 

From the perspective of your overall financial health, a big jump in stock prices ain’t all it’s cracked up to be. Nor is a drop in stocks as damaging as you might fear. This is the “Even Steven” concept – you lose something in one part of your plan, but you gain it back in another.

 

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Participant Letter February 2016

Participant Letter February 2016

 You Find out Who's Been Swimming Naked When the Tide Goes Out

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The Do's and Don'ts of a Market Correction

The Do's and Don'ts of a Market Correction

JP Morgan: "The market is going to fluctuate"

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These Charts Can Help You See What The Fed is Doing

These Charts Can Help You See What The Fed is Doing

Since the Federal Reserve recently raised short term interest rates by .25%, there has been a lot of discussion on the impact that will have on the Domestic and International markets. Open this article and examine 7 charts that explains the decision making process of the Federal Reserve that brought the first rate hike since 2006.

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Investment Update December 2015

Investment Update  December 2015

November ended with slight declines for the month in target risk portfolios, but with healthy gains for the latest three month period, marking a recovery from the late summer and early fall correction.

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Investment Update November 2015

Investment Update November 2015

Shaken Not Stirred

James Bond usually gets roughed up pretty good as he goes about his missions, but invariably comes out golden in the end. And like 007’s infamous martini, global stocks markets were shaken in August and September, only to recover vigorously in October as the S&P had its best month since 2011 with an 8.4% return. 

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Investment Update October 2015

Investment Update October 2015

Several years of unusual calm in equity markets gave way to a succession of sharp swings in the last quarter as investors reacted to a plethora of concerns. The net result was the worst quarter in four years with the Vanguard Total Stock Index tumbling 7.3%, and the Vanguard Total International Index losing 11.6%.

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Participant Letter September 2015

Participant Letter September 2015

Market Whodunit
The stock market is a device for transferring money from the impatient to the patient: Warren Buffett.

After several years of rising prices and unusually low market volatility, the stock market and parts of the bond market have suddenly given way to a correction. After declining 6% in the last month, the Dow Jones Industrial Average is down 5.8% so far in 2015, and 1% in the last twelve months. 

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Note about the Market

Note about the Market

The market has been brutal over the last few days as concerns over China, fed rate hikes, and commodity weakness have invoked worries that haven’t been felt so acutely since the financial crisis. Yet, as one of my colleagues said recently, the market drop is as surprising as a hurricane hitting North Carolina!

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Participant Letter August 2015

Participant Letter August 2015

Pardon the pun, but diversified portfolios have slipped in the last few months on oil. Moderate returns in the broad US stocks indexes have been pinched on one side by negative results in the bond market, and on the other by a retreat in international, emerging markets stocks and commodities, primarily oil. 

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Participant Letter July 2015

Participant Letter July 2015

Market Volatility Returns: Fireworks in Greece and China

Investors are rightfully concerned about events in China and Greece, but don’t let a Trojan Horse through the gates that secure a well-founded investment plan and a properly diversified portfolio.

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Participant Letter June 2015

Participant Letter June 2015

This month's participant letter provides an update on the plan's investments so far this year, and Bruce Thompson talks about some risks to be aware of...

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