Nonprofits often struggle when it comes to investing their hard earned donations. Your nonprofit was established to improve the world and the fear of losing charitable funds due to market fluctuations can complicate making sound investment choices. Regardless of the mission of your non-profit, all investing decisions must be made to serve your philanthropic goal, [...]
With most Americans concerned that they won’t be able to retire on time, or perhaps worse, will outlive their retirement income, it’s time for business owners to get serious about employee-sponsored retirement plans. These plans are a primary money stream for individuals in their retirement years, making it absolutely essential that they’re designed to benefit [...]
Stocks Fly! Stock markets are off to a strong start in 2017 fueled by healthy earnings growth. As companies in the S&P 500 index begin to report their results for the 1st quarter, aggregate sales and earnings growth are currently up 4.4% and 13.2%, respectively, when compared to last year. Political tailwinds? While much of [...]
We continue to observe evidence of accelerating economic growth, an environment that historically bodes very well for stocks. We remain optimistic and anticipate a positive investment climate to persist for much of 2017. Brian Wesbury, Chief Economist for First Trust Portfolios, shares a similar viewpoint in this short video about how and why he believes [...]
What happened? On June 23, United Kingdom (UK) voters sent shockwaves through financial markets around the world by opting to leave the European Union (EU) by a 52% to 48% margin. The vote, commonly referred to as “Brexit” (by merging Britain and exit), sent the British Pound to a 31 year low versus the U.S. [...]
We currently observe weakening economic conditions and slowing corporate earnings growth combined with elevated equity valuations. With the odds of the U.S. economy slipping into recession increasing and heightened levels of geopolitical risk, we believe it is prudent to focus on capital preservation, reduce portfolio risk, and maintain a conservative bias. Periods of market [...]
This easy-to-understand video by Ray Dalio shows the basic driving forces behind the economy, and explains why economic cycles occur by breaking down concepts such as credit, interest rates, leveraging and deleveraging. Check it out! For help, contact Jeff at GGM.