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Fourth Quarter Market Review - 2018

Written by: Jim Kantowski, CFP®, CPA

Investment News, Tax News

 

After logging strong returns in 2017, global equity markets delivered negative returns in US dollar terms in 2018. Common news stories in 2018 included reports on global economic growth, corporate earnings, record low unemployment in the US, the implementation of Brexit, US trade wars with China and other countries, and a flattening US Treasury yield curve. Global equity markets delivered positive returns through September, followed by a decline in the fourth quarter, resulting in a −4.4% return for the S&P 500 and −9.4% for the MSCI All Country World Index for the year. You can read more about performance in our Q4 market review.

3rd Quarter Market Review

Written by: Samantha Winogrond, CPA

Investment News, Tax News

The total U.S. market continued to move higher, while the international markets were negative for the quarter, minimizing overall portfolio returns. For more specific details on the overall market performance view our quarterly report here.

2018 Q2 Market Review

Written by: JSK Financial

Investment News

Download the 2nd Quarter Market Review here.

Our Higher Standard: a look at the updated Fiduciary Rule

Written by: Samantha Winogrond, CPA

Investment News

There has been big news in the financial services world as the Final Fiduciary Rule is being modified and expanded.

Second Quarter 2015 Market Report

Written by: JSK Financial

Investment News

This presentation provides details in regards to how the financial markets performed for the second quarter of 2015.

The Seven Roles of an Advisor

Written by: JSK Financial

Investment News

What is a financial advisor for?

"One view is that advisors have unique insights into market direction that give their client an advantage. The truth is that no one knows what will happen next in investment markets; soothsayer is not one of the roles a financial advisor should play. The value of a financial advisor is not dependent on the state of the markets; professional advisors help investors manage their emotions and stay invested over a long-term horizon, in order to have the best possible investment experience."

Read more in this

MasterChef of Investing

Written by: JSK Financial

Investment News

"In the popular TV program MasterChef, contestants face a series of cooking challenges. From low quality ingredients to inadequate preparation and poor implementation, so many things can, and do, go wrong. It’s a bit like investing" 

First Quarter 2015 Market Report

Written by: JSK Financial

Investment News

Hm, the First Quarter 2015 Market Report is missing, but check out our guide on Pursuing a Better Investment Experience below:

Weather vs. Climate

Written by: JSK Financial

Investment News

With snow on the ground, here  is an interesting article to keep the weather in perspective.

Fourth Quarter 2014 Market Report

Written by: JSK Financial

Investment News

Hm, the First Quarter 2015 Market Report is missing, but check out our guide on Pursuing a Better Investment Experience below:

 

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