LifeSteps Financial Market Update | June 2019
LifeSteps Financial Market Update | June 2019
Press Release: Henry Ford, Senior Advisor and LifeSteps Financial Principal, Predicts the 2019 New Normal: Volatility and Financial Wellness
CLAREMONT, CALIFORNIA – February 25, 2019 – Henry Ford, Senior Advisor and Principal of LifeSteps Financial, a Registered Investment Adviser (RIA) firm located in Claremont, California predicts the 2019 New Normal: Volatility and Financial Wellness. While seemingly a dichotomy, Mr. Ford believes that financial planning can bridge the ‘new normal’. Volatility and Financial Wellness…
A December to Remember
Looking Back at December I’m sure we’ve all had a few sleepless nights over the market the last few months. And, being anxious over the swings is understandable. There are several reasons for the volatility – some, somewhat logical; others, emotional: 1) Computer algorithms that trigger buy or sell signals when certain limits are hit…
A Tough October Turned Into a Tougher November
Looking Back at November November was perhaps the most volatile month in 2018. Two major conditions that influenced the market: The fear that the Federal Reserve Bank (Fed) would continue to raise interest rates in December (and several more times in 2019) and the uncertainty of trade with the possibility of increased tariffs. Both conditions “spooked” the…
A Tough October
Looking Back at October The S&P 500 lost 6.8% in October 2018 (total return). It was the worst month in more than seven years (since the September 2011 loss of 7.0%). It was also the worst October since the index fell 16.8% in October 2008, the beginning of the global real estate crisis. The…
Terminology: Volatility
Volatility is how much uncertainty or risk is present regarding a change in the value of a security. It indicates how much and how quickly the value of an investment, market or market sector changes over time. The consensus is that the higher the volatility, the riskier the security. Volatility also refers to the amount…
A Tale of Two Worlds
Looking Back at June The U.S. economic data for June 2018 was very strong. While it should indicate a strong upward market movement, trade and tariff policies currently in play have slowed the rise of the market. Investors are caught between a strong economy and uncertain trade policies. As new policies were addressed, the market…