Market Update: 2021 Mid-3rd Quarter

While I remain confident that the U.S. equity market will eventually outperform in 2021 there will almost certainly be a greater degree of volatility in the second half of the year. With the double-edge sword that is vaccinations and the Delta Covid variant, economic restrictions are likely to lead to a slowdown in global growth.

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CARES Act Distribution Information

Under the CARES Act, individuals were eligible to take $100,000 of coronavirus-related distributions from retirement plans. In addition to the distributions being free of penalty there are also accommodations with the IRS for claiming the income as well as repayment of the distributions.

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Our Take on the Headlines: November Stocks, COVID-19, and Vaccines

Notable November

The performance and enthusiasm of November will be hard to top. In the month of November, the Dow gained 11.8% - this is the best November since 1928. The S&P 500 rose 10% and Nasdaq 11%. Transports, Industrials, Financials all enjoyed their best month since April of 2009. Also, the Dow hit the coveted all time high of 30,000. Some believe that November may have taken some of the steam from December’s momentum however, both the consensus and Fed both agree that growth should be about 4% next year. As we wrap up the year, there are obviously a few reasons for pessimism over the next two months but there are more reasons for optimism over the next 12 to 18 months.

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Post-Election Thoughts

Making trade and investment decisions based solely on big events is hardly ever an effective strategy. Having said that, there were obvious concerns about how this year’s election would affect markets and planning strategies. The best thing to do would have been to pick an allocation which you felt comfortable with and ride whatever wave came along with the election results. Some investors sat the sidelines, some bought what they thought might be winners in whatever their assumed outcome scenario was. All in all, what occurred is what I mentioned in our previous election commentary blog – the markets only care that there IS a President.

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2019 Q4 Newsletter

Mike and I recently reflected on the past decade of the markets, and now that the New Year has come and gone, we can set our sites ahead for the future. The week of January 6th will be the first full week of trading after our holiday hangover. Market sentiment is a mixed bag and it appears that everyone has a wait and see attitude – this is a juxtaposition of where we were this time last year.

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2017 3rd Quarter Report

The last few years of a bull market are always a bit of a mystery to professional investors; the market rises faster than it did in the early, cautious years when nobody believed there WAS a bull market, even though there appear to be fewer fundamental or economic reasons for it. The current bull market churns on, even if nobody can explain it, and people who bail out in anticipation of a downturn do so at the risk of missing out on an untold number of months or years of (still somewhat inexplicable) gains. As nice as the returns have been domestically, international stocks this year have been even kinder to investment portfolios.

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Clear Long-Term

The Federal Reserve has once again raised interest rates by 25 basis points, but is still maintaining their placid stance toward economic policy. This allowed equities last week to end a tumultuous week with a slight uptick. The expectation is that the Fed is going to continue to raise rates very slowly.

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Attentive Investments provides benefit plan and investing management for businesses of almost any size.

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Attentive Investments provides a broad spectrum of financial services for individual investors.

Address

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Suite 5
Stockton, CA 95207

Phone Number

Hours

8:00am - 4:00pm
Monday - Thursday

8:00am - 1:00pm
Friday


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