Quarterly Market Summary and Outlook  July 2017

Quarterly Market Summary and Outlook July 2017

Synchronized global expansion was evident during the second quarter with markets across the globe experiencing positive economic growth. The rising tide lifted nearly all boats in the First half of 2017. According to Morningstar, most popular fund types rose in Q2,...

2017 Financial Market Summary and Outlook

Political Uncertaintyas Viewed Through anInvestment Lens The first quarter saw steady gains throughout January and February and then a bit of a slowdown in March. The overriding theme that has engulfed markets since November, particularly stocks, has been Donald Trump...
When Late-Career Job Loss Strikes

When Late-Career Job Loss Strikes

Maybe its happened to you. Or maybe one of your friends or colleagues has fallen victim. A pink slip is handed out to a worker age late 50’s to early 60’s, and there is no job waiting in the wings. Now, the wage earner has several fewer years of earning to...

Financial Market Summary and Outlook

January 2017 Good vs. Average 2016 was a very good year for diversifed portfolios as returns were boosted by exposure to diversifer asset classes, meant to provide additional risk adjusted return over time. This is a welcome turnaround from 2015, when most diversifer...

FDP Market Quarterly Market Summary and Outlook

The third quarter began on a very uneven footing. The U.K. had just surprised investors by voting to leave the European Union (E.U.), and markets were in the process of digesting an enormous amount of uncertainty and repricing shares in the face of that uncertainty....
When Late-Career Job Loss Strikes

Are you Ready for Retirement? – Chicago Tribune

Mark Chandik, author of 10 Financial Strategies for the Smart Investor, was recently featured in the Chicago Tribune. To view the article, please click the following link and feel free to share: Are you Ready for...