Updates, Tips, & Finance News

Hi there,

We're going to be making some changes to the video and written content over the near future.

Today's update is a little bit longer because we want to update you on what's been going on and take a bird's eye view of the markets in general.

From April 22, 2019 to May 3, 2019 the stock market hit three all-time highs.

This has actually been the best four month start to the year since 1987.

We're also in the thick of Q1 earnings season. This is where public companies report their earnings to the financial markets and other investors.

Of the S&P 500 companies that have reported nearly 76% of them have beaten expectations. This statistic is since May 17th.

Just given the fact that a lot of investors thought that earnings were going to be a little bit less desirable it's a pleasant surprise.

From May 6th until today we witnessed firsthand why it's important not to get greedy even in the best of times.

The U.S. and China were "supposed to" strike a trade deal which never ended up happening.

In fact, our view is that getting a trade deal may take quite a bit longer than some people are expecting.

This initial reaction to not getting a trade deal led to some market volatility.

In our view this volatility could be actually a good thing to pick up some good deals where mispricing happens in the markets.

With lower interest rates and a seemingly more flexible Federal Reserve our view is that the risk of a recession has been pushed out a bit further.

This is giving us potentially another strong couple of years here in the U.S.

Hope you found this interesting and have a great holiday weekend!


Disclosure: The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The stock market is in reference to the S&P 500 index. An index is unmanaged, does not reflect management or trading fees, and one cannot invest directly in an index. During the date range of 4/22/2019 to 5/3/2019, the S&P 500 index closed at three new all-time highs. These highs were referenced from Yahoo Finance’s ^GSPC ticker adjusted close for the dates of 4/23/2019, 4/26/2019, and 4/30/2019. The S&P 500 having its best four month start to the year since 1987 was in reference to the Barron’s article “The Dow is Having Its Best Year Since 1999” by Evie Liu. Q1 earnings data was in reference to FactSet’s article “Market Punished S&P 500 Companies Reporting Negative EPS Surprises in Q1” by John Butters. Back and forth jabs between the U.S. and China in regards to trade is in reference to the Barron's article, "The Escalation of Tariff Tensions Is Rattling Emerging-Market Investors" by Reshma Kapadia. Investors expecting a trade deal was imminent was a statement of opinion. Lower interest rates and a seemingly flexible Federal Reserve giving us potentially another strong couple of years in the U.S. was a statement of opinion.