In the News: Market performance and portfolio construction
How does one account for market return when building a portfolio? Bil Lako, CFP® says ask yourself, “What is your overall tolerance for risk?” and then build the portfolio from there.
Market Performance and Your Financial Plan
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Associate Peter Lynch to cover a common concern among investors regarding expected market return considering where we are in the economic cycle and the market valuations.
Market Roundup: Sharp Decline for Week as Indices Near Correction Territory
Indices ended trading with mixed moves on Monday. The Dow Jones Industrial Average and the S&P 500 Index both shed points, led lower by Financials, Healthcare, and homebuilder stocks. Technology sector stocks led advancers on the NASDAQ Composite…
Market Roundup: Strong Earnings Helped Ease Some Market Volatility
Indices kicked off Monday in the red zone after a day of choppy performance. Despite the volatility, some major sectors made progress, as investors saw solid gains in Consumer Discretionary and Utilities. In economic news, U.S. retail sales rose 0.1% in September…
Investing is Growing Today’s Money for the Future
This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss some investing basics for those looking to begin investing to grow their wealth.
Market Roundup: Equity Indices Suffer Biggest Weekly Setbacks in Quite Some Time
The major indices closed with mixed moves on Monday, as the Dow Jones Industrial Average and S&P 500 Index rebounded up from session lows. The Dow ended trading with slight gains while both the S&P 500 and the NASDAQ Composite closed fractionally lower…
Market Roundup: Tough Week on Wall Street Pushes Bond Yields Higher
Indices closed the session with mixed moves on Monday, as the Dow Jones Industrial Average and S&P 500 Index closed with gains while the NASDAQ Composite shed some points. Overall, stocks gained on news that White House trade officials have reached an agreement with Canada to revamp NAFTA…
Market Update for October 2018
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the Fed’s interest rate increase in September, how Hurricane Florence affected the market, and October’s economic outlook.
Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
Blockchain is a data structure used to create a digital ledger shared among a distributed network of computers. It was initially designed for the peer-to-peer exchange of the virtual currency bitcoin. However, businesses are now developing and testing some potentially game-changing blockchain applications. According to a recent survey of executives across a variety of industries,…
Market Roundup: Fed Funds Rates Increase During Mixed Week
The Dow Jones Industrial Average and S&P 500 Index shed some points on Monday, while the NASDAQ Composite stepped up. Moves were mixed amid trade concerns, D.C. turmoil, and a jump in oil prices…