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Recent Updates

Creating Prudent Retirement Plans

Investor Insights, May 18th, 2018

 

Five Things You Should Know 

  1. Equity Markets – dipped this week with U.S. stocks (S&P 500) down -0.56% and international stocks (EAFE) down -0.61%

  2. Fixed Income Markets – were also down this week with investment grade bonds (AGG) down -0.53% and high yield bonds (JNK) down -0.42%

  3. Oil on the Rise – Following concerns on the Trump administration’s effort to sanction Iran’s crude exports, Brent crude oil (the international benchmark for oil prices) peaked north of $80/barrel during Thursday’s trading hours. This marks the highest level since November of 2014 and may continue to rise as U.S. oil storage dropped more than expected this month. Higher oil prices may provide an incentive for drillers to start pumping more with expectations for 2018 U.S. oil output growth rising to 120,000 barrels a day.

  4. Bond Market in New Territory – the 10-year Treasury yield broke through 3.10% for the first time since 2011, and the 30-year hit its highest level since 2015 at 3.25% which has proven to be a long-term resistance level worth watching.

  5. Key Insight – Traditional retirement planning is broken. In order to build a prudent plan we need to look at it from a different perspective. Ours is straight forward: values + data = action. It starts with spending time up front getting to know our clients, because you are more than data. Next we analyze the data from the perspective of your goals, not an average market cycle. Only then can we take action and build a portfolio that creates the appropriate benchmark, you.

 

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Investor insights 

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