Do you remember your first investment? Perhaps you were in high school and opened an IRA, or bought a stock, with savings from your summer job. Perhaps it was enrolling in the 401(k) plan at your first job after graduating. Whatever the experience, there was probably a mix of emotions: fear, excitement, confusion, and even […]
January’s strong market rally (the best start to the year in 30 years) continued into February on a combination of news including constructive US-China trade talks, a considerably more dovish stance from the Fed, and the implementation of stimulus in the Chinese economy. These positives outweighed concerns about slowing global growth and the Standard and […]
According to Javelin Strategy and Research’s 2018 Identity Fraud study, there were over 16.7 million victims of identity theft in 2017, with over $16.8 billion stolen from victims. As technology continues to advance, unfortunately so does the amount (and sophistication) of cybercrimes. We have prepared our most recent Guidebook to provide actionable tips to protect […]
January brought welcome relief to investors, as a strong labor market, low inflation, and a more patient Fed reminded markets that underlying fundamentals remain strong. During January, the Standard and Poor’s 500 Index experienced a 7.9% rally, its best January return in over 30 years. Small caps as measured by the Russell 2000 Index, posted […]
As we turn the calendar to the New Year, many are reflecting and making resolutions or setting goals for this year. When we set these social, family, and professional goals, we often neglect our financial housekeeping. We encourage all of our friends and clients to take a little time to review their spending habits, prepare […]
In 2018, investors faced a year of heightened volatility (corrections in January and February, and again through the 4th quarter) in which fundamentals were at odds with general sentiment and overall market performance. During the year, we saw markets reach record highs, the economy expand at rates not seen in many years, unemployment reach a […]
In financial markets there are no sure things—and, as financial advisors, we cannot (and would be foolish to try to) use the word “guarantee.” But if advisors and investors ever looked for (or accepted anything as) a sure thing, there is a leading economic indicator with a perfect record. Every modern US recession was preceded […]
As we approach the end of the year, it leaves many wondering what they can do to improve their tax situation—especially in light of the significant changes to the tax code this year. We have prepared a Year-End edition of our Guidebook to provide you with actionable tips and strategies as we head into the […]
November brought more volatility for domestic equity markets. While added pressure resulted in nearly all of the year’s equity market gains being erased by Thanksgiving, a post-holiday rally gave investors much to cheer. The rally comes on the back of Federal Reserve Chairman Jerome Powell walking back some of his October commentary that led to […]
There are many different types of retirement plans and accounts. While the IRA and Roth IRA are available to all qualifying savers, the relatively low contribution limits ($5,500 in 2018 and $6,000 in 2019, with a $1,000 catch up contribution for those aged 50 and older) force the self-employed to seek alternative funding vehicles for […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.