Prosperity Partners Blog
FDP Special Market Commentary
Volatility has certainly returned to the financial markets this quarter! Staying invested in a volatile market takes a certain amount of intestinal fortitude, but it’s not without reward.
Quarterly Market Summary and Outlook – October 2018
October has a ghoulish reputation. Despite what historically is a challenging quarter from a seasonality perspective, a strong macroeconomic backdrop triggered robust growth within US equities.
Quarterly Market Summary and Outlook – July 2018
The economic recovery began in July 2009 – that according to the National Bureau of Economic Research, the official arbiter of recessions and economic expansions.
Where to Save After the New Tax Cuts and Jobs Act
The new tax law is a mixed bag for contractors in California. While there are certain provisions that are helpful to small businesses, the loss of the “SALT” deductions (state and local taxes) has most likely increased the total tax burden for high income individuals.
Financial Market Summary and Outlook January 2018
2017 will go down in the record books as a “bull market” year. The bulls took charge the day after election day, keeping the bears on the defensive throughout 2017.
Tax Reform Comes to Orange County
I had the privilege of attending an intimate meeting with Treasury Secretary Steven Mnuchin and Special Advisor to the President Ivanka Trump this morning.
2017 Quarterly Market Summary and Outlook
Despite the devastating effects of hurricanes Harvey and Irma, the U.S. economy remained near full employment and earnings growth was positive.
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.
2017 Financial Market Summary and Outlook
The first quarter saw steady gains throughout January and February and then a bit of a slowdown in March.
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.
Financial Market Summary and Outlook
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.
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.