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Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Dec
03

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

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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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Nov
17

Post-Election Thoughts

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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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Oct
05

2017 3rd Quarter Report

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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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Sep
08

Exit or Seek Opportunity

Exit or Seek Opportunity
Recent turmoil in financial markets, rising pessimism about Chinese and emerging markets growth and a renewed slump in oil prices have fueled fears that the global economic recovery is faltering. While the world economy does face several challenges, we remain convinced that the United States and Europe are on an upward growth trajectory. China is a wildcard, but while growth is slowing there, it should stabilize. We do not foresee current equity market weakness morphing into a bear market. Bear markets typically occur against a backdrop of recessions that produce significant declines in corporate earnings. Earnings have wavered this year, but we believe this is mainly due to a profit crunch in the energy sector and the sharp rise in the U.S. dollar. The negative impact of both of these factors should fade in the coming quarters, allowing earnings to improve. Additionally, monetary policy should stay accommodative even when the Fed starts raising rates. If the Fed were only focused on t...
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Aug
23

"Don't Panic"

"Don't Panic"
It appears as though the correction we've been anticipating and talked about for the last couple of quarters is now upon us. Since July there has been quiet erosion in the equities markets, becoming what many have called a 'landslide' or 'free fall'. As of Friday, the S&P was down 7. 7% and the Dow down 10. 3%. Although, we understand stock market declines are emotional and anxious periods of time we would like to remind you, this was expected. The market has gone 46 months without a correction which is substantially over the 18 month norm We urge you to not succumb to downside and sell, we have spent much time positioning your portfolio to mitigate the downside risk as much as possible based on your risk tolerance.We DEFINITELY don't think this is a prelude to another 2008-style market decline. Leading indicators are still positive and lower oil prices and interest rates should help stabilize growth. One key takeaway is that the downturn and the selling in the last 4+ days has res...
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Mar
15

Sound and Fury

Sound and Fury
For all the drama we've experienced in the past few months and disturbing but ultimately not harmful news in Europe, China and Puerto Rico, the second quarter of the new year has brought slightly positive returns in many of the U. S. and global indices,. For the second consecutive quarter, investors experienced a mild roller coaster of up and down days in the U.S. and global markets, small panics and surprising rallies that ultimately cancelled each other out in what trading professionals refer to as a sideways market. For the second consecutive quarter, investors are looking over their shoulders at interest rates, waiting for the Federal Reserve Board to finally take its foot off of interest rates, for bond yields to jump higher, making bonds more competitive with stocks and triggering an outflow from the stock market that could (so the reasoning goes) cause a bear market in U. S. equities. But of course investors have been waiting for this shoe to drop for the bet...
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Jan
15

Stop Awaiting the Fed

Stop Awaiting the Fed
The first quarter of the new year has brought us small positive returns in many of the U. S. and global indices, and more than the usual amount of anxiety along with them. Meanwhile, global markets are showing signs of life. If you were watching the markets day to day, you experienced a mild roller coaster, what trading professionals refer to as a sideways market. One day it was up, the next down, each day (or week) seeming to erase the gains or losses of the previous ones. The best explanation for this phenomenon is that investors are still looking over their shoulders at interest rates, waiting for bond yields to jump higher, making bonds more competitive with stocks and triggering an outflow from the stock market that could (so the reasoning goes) cause a bear market in U. S. equities. However, investors have been waiting for this shoe to drop for the better part of three years, and meanwhile, interest rates have drifted decidedly lower in the first quarter.This inter...
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Attentive Investment Managers is open for in-person business by appointment only. Masks and hand sanitizer are available in the office, and all appropriate safety and sanitation measures are being followed.

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