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Commentary: A Closer Look at Q3 Earnings

Commentary: A Closer Look at Q3 Earnings

by newcente | Nov 19, 2019 | Blog, Business Planning, Equity Markets, In The News, Uncategorized, What's New

November 19, 2019. By Mark Barry: The macro picture has become more supportive for US equity markets in recent weeks. Economic data is suggesting continued growth, monetary policy is becoming more accommodative, and rhetoric from the US and China indicates a possible...
Market Update: May 10th, 2019

Market Update: May 10th, 2019

by newcente | May 10, 2019 | Blog, Equity Markets, Fixed Income Markets, In The News, Uncategorized, What's New

May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending markets thus far year-to-date following the sell-off in the last quarter of 2018, with the S&P 500 (including dividends) up 15.31% so far this year. The Federal Reserve has observed that the...
Market Update: May 10th, 2019

Market Commentary: Outlook and Review

by newcente | Jan 9, 2019 | Blog, Business Planning, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish...
Market Update: May 10th, 2019

Exchange Traded Funds or Mutual Funds?

by newcente | Aug 23, 2018 | Blog, Equity Markets, In The News, Tax Planning, Uncategorized, What's New

August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world of being predictable. As the landscape continuously changes, so do the investment vehicles and products offered.  Many investors feel they are better off purchasing a fund or ‘basket’ of...
Portfolio Commentary: Performance Benchmarking

Portfolio Commentary: Performance Benchmarking

by newcente | Jul 25, 2018 | Blog, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Uncategorized, What's New

July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
Market Update: May 10th, 2019

No September Blues for Small Cap Stocks

by newcente | Oct 12, 2017 | Blog, Equity Markets, In The News, Uncategorized

October 12, 2017. By Mark Barry: Small cap stocks have been on a roll lately, with the Russell 2000 Index hitting several new all-time highs. For the month of September, the Russell 2000 Index (IWM) was up 6.2%, compared to a 2.1% gain for the S&P 500 Index (IVV)....
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