Investments

  • Milestone: S&P 500 Tops 3,000, Dow Exceeds 27,000
    Milestone: S&P 500 Tops 3,000, Dow Exceeds 27,000

    Powell: Uncertainties around global growth and trade continue to weigh on the outlook

    Friday, the S&P 500 settled above 3,000 for the first time, after rising 0.78% for the week. The Dow Jones Industrial Average chalked up a milestone of its own: the blue chips ended the week above 27,000, gaining 1.52% on the way. Additionally, the Nasdaq Composite wrapped up the week 1.01% higher.
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  • Cautious Institutional Investor Sentiment on the Rise Amid Slowing Growth
    Cautious Institutional Investor Sentiment on the Rise Amid Slowing Growth

    But few predict a U.S. recession in the next 12 months

    Corbin Advisors, a research and advisory firm specializing in investor relations (IR), today released its quarterly Inside The Buy-side® Earnings Primer report, which captures trends in institutional investor sentiment.
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  • Market Watch- Quarterly Report
    Market Watch- Quarterly Report

    On July 3, a record close for the S&P: 2,995.82

    For the week ended July 5, U.S. stock benchmarks opened a new quarter positively. The S&P 500 gained 1.65% in the opening week of July; the Dow Jones Industrial Average, 1.21%; the Nasdaq Composite, 1.94%. Overseas, stocks in developed markets, tracked by MSCI's EAFE index, rose 1.43%.
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  • The State Of Wealth: High Net Worth Takes A Dip
    The State Of Wealth: High Net Worth Takes A Dip

    With a loss of $2 trillion, high-net-worth individual wealth declines after seven years of growth

    The World Wealth Report 2019 (WWR), published today by Capgemini, found that after seven years of continuous growth, overall global high net worth individual (HNWI) wealth declined by 3% in 2018. Largely due to a drop in wealth in the Asia-Pacific region (specifically China), this decline has resulted in a loss of 2 trillion USD…
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  • Investor Movement Index Dips… Despite A June Market Rally
    Investor Movement Index Dips… Despite A June Market Rally

    Retail investors remain cautious, decreasing their equity exposure in June

    The Investor Movement Index® (IMXSM) dipped to 4.61 in June, down 6 percent from its May score. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Forget the Banks: Digital Wallet and Virtual ATM Technologies Emerge
    Forget the Banks: Digital Wallet and Virtual ATM Technologies Emerge

    Tapping an enormous underbanked and underserved market

    After more than 50 years of dominating retail banking, ATMs might finally be on their way out—and a new force of disruption pushing its way in. The global rise in mobile payment platforms such as PayPal Holdings's Venmo and Square, Inc. NYSE's Cash app has led to a steady decline in automated teller machines (ATMs)…
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  • Despite Dropping 7.5% in May, BetterInvesting 100 Index Sees 10-Year Annual Growth of 14.4%
    Despite Dropping 7.5% in May, BetterInvesting 100 Index Sees 10-Year Annual Growth of 14.4%

    Closely tracking the S&P

    The BetterInvesting 100 Index (BIXX), reflecting the portfolios of Main Street investors, fell 7.5% in May. For the previous 10 years, the annual return was 14.4% versus annual growth of 14.6% for the S&P 500 Equal-Weight Index (based on a total return for both indexes in which dividends are reinvested).
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  • The Grass Really Is Greener for Breakaway Brokers
    The Grass Really Is Greener for Breakaway Brokers

    For many, with independence comes greater control and higher earnings

    The independent registered investment advisor (RIA) channel is as attractive as ever to brokers seeking greater control over their careers and their ability to serve their clients, not to mention a higher standard of living for themselves, according to a recent survey conducted for TD Ameritrade Institutional.
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  • Down Week Ends Strong Month
    Down Week Ends Strong Month

    China talks could resume soon

    A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index, advanced 0.14%.
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  • Private Equity Holdings Spike for All Major U.S. Insurance Segments
    Private Equity Holdings Spike for All Major U.S. Insurance Segments

    An increased focus on the tech and digital industries

    Private equity investments by the U.S. life/health and property/casualty industries have risen sharply by approximately 25% over a two-year span to $55.4 billion and $16.0 billion, respectively, according to an AM Best special report.
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  • Old School Investment Strategy “Kills It” In Volatile Markets
    Old School Investment Strategy “Kills It” In Volatile Markets

    How about structuring portfolios to achieve personal goals... and other time tested approaches

    by Steve Selengut

    The Working Capital Model (WCM) may be a "new to you" cocktail of investment strategies, disciplines, and processes, but it's actually been around since the early 1970s. It structures portfolios to achieve personal goals, and assesses individual security performance based upon how well each achieves its pre-defined purpose.
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  • Investor Optimism Drops 18 Points from a Year Ago
    Investor Optimism Drops 18 Points from a Year Ago

    Half of U.S. investors say a recession will start before 2021, and a majority say they feel “prepared” for one

    The Wells Fargo/Gallup Investor and Retirement Optimism Index dropped to 85 for second quarter 2019, down 18 points from 103 a year ago. Investors are less optimistic than a year ago about maintaining their household income and reaching their 12-month and five-year investing goals.
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  • Despite Rising Influence, Women Report Steady Decline in Financial Confidence
    Despite Rising Influence, Women Report Steady Decline in Financial Confidence

    Study: Women are on a downward trajectory with money matters

    While the past few years have put a spotlight on female empowerment, women say they are struggling to make progress with financial confidence and decision making, according to the 2019 Women, Money and Power Study* from Allianz Life.
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