Market Thoughts for January 2017
by Commonwealth Financial Network, 1/3/17
Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for December. Last month was all about confidence: for the consumer, for business, and in the stock market. U.S. markets finished strong for the month, in large part due to the post-election rally. Consumer confidence moved to its highest level since 2001, employment grew, and business confidence reached a level we haven’t seen since before the financial crisis. Given such strong results, what should we keep an eye on as we start 2017? Stay tuned to find out. Follow Brad at blog.commonwealth.com/independent-market-observer.
Alpha, Beta, and Impact: Quantitative Portfolios Aligned With Values
by Envestnet, 12/15/16
In this video for The PMC Spotlight, Ryan Tagal, Director of Product Management at PMC, explains how advisors can help investors achieve both index returns and social priorities, and offers insight on innovations on the horizon for impact investors.
Market Thoughts for December 2016
by Commonwealth Financial Network, 12/8/16
Brad McMillan, Commonwealth’s CIO, discusses the market reaction to November’s election upset. Everyone thought markets would sell off after a Trump victory, and they did for a few hours before rallying strongly. Although the reaction around the world has been less favorable, U.S. fundamentals are sound, and with the uncertainty of the election behind us, the economy and markets are free to do even better. Nothing’s guaranteed, but as headwinds turn to tailwinds, we may see even more acceleration. Follow Brad at blog.commonwealth.com/independent-market-observer.