Stocks Warm Up in January
Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since the lows in December, the market is up more than 16% Read more ➝
A New Year’s Perspective
It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic decline can deliver a blow to Read more ➝
How to Focus on What Really Matters in the Markets
The recently released LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, is filled with investment insights and market guidance for the year ahead. After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion and Read more ➝
LPL Investor Tax Guide 2018-19
To ease some of the burdens of tax season LPL has created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season. Read more ➝
The Ups and Downs of 2018
By Jay Sanford, Director, Investment Strategy We felt it would be a good time to check in now that the elections are over and the holidays are in sight. As stated at the beginning of the year, we thought we could see positive single digit returns in the markets, with an increase in volatility. We Read more ➝
Thoughts on the Market Sell-Off
The volatility that is often associated with the month of October has arrived with the market sell-off this week. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can take a step back and see the big picture, that the market and economic environment remain positive, it can be Read more ➝
Alert Bells Are Ringing
By Jay Sanford, Director, Investment Strategy History shows you can follow certain indicators to get a decent gauge of where we are in the market cycle. If you saw our Mid-Year Outlook, you know we are looking at various indicators which include the yield curve (my personal favorite), peak manufacturing and peak earnings to name Read more ➝
Why Your Portfolio Belongs in the World Cup
By Jay Sanford, Director, Investment Strategy If you follow WFG on Twitter (@washfinancial), you know that some of us in the office are big soccer fans. The TV’s in the office MIGHT have been turned from CNBC to the World Cup over the last few weeks. Watching All-Star teams play for their country (imagine every Read more ➝
To Invest or Not to Invest
By Jay Sanford, Director, Investment Strategy We at WFG are not in the business of buying and selling (trading) highly volatile “currencies.” Yet, we come across it almost every day. It is the investment du jour at the moment. That isn’t to say it isn’t legitimate, but we see this type of investment come and Read more ➝
Keeping an Eye on Global Activity
The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may be ahead for the rest of the year. But we’re not quite there yet! Read more ➝