Wealth Management Newsletter | All posts archived in 'May 2018' — Page


From monthly archives: May 2018

We are pleased to present below all posts archived in 'May 2018'. If you still can't find what you are looking for, try using the search box.

Building and Preserving Your Company’s Legacy

Originally published in the Long Beach Business Journal. Charles Antis, CEO of Antis Roofing, along with his crew, on top of a roof volunteering in support of his company’s "Give to Grow" culture. Values are important to all of us. We’re governed by them in our daily life, whether we recognize them or not; they guide our decision making. Values are a reflection of who we are, what’s important to us, and how we manage and define our purpose. When it comes to company values, it’s really not any different. Company values provide the framework that engages employees, clients, stakeholders, all of its audiences and, ultimately, shapes the company culture. Some companies choose to have two or three core values and some have but one core value that defines them. Consistent with all companies, however, is the fact that the company’s culture is the language of the business. Whether you’re responsible for managing an inherited business passed along several g ...

Why Staying the Course with a Long-Term Investment Strategy is Important

CHARLES CLAVER, VP/WEALTH MANAGEMENT ADVISOR AND INFINEX REPRESENTATIVE FIRST BANK WEALTH MANAGEMENT With the recent market volatility, investors are increasingly anxious when reviewing their portfolios, along with the seemingly endless barrage of unsettling news around the globe, interest rate hikes, and gridlock in Washington. After a decade of market growth, the sub-prime meltdown of February of 2009, when the stock market was down around 50% from its high, seems a distant, but still painful, memory. Market volatility, periodic corrections, and even recessions, are normal parts of the financial cycle. With these being the case, having a wealth management advisor is critical in maintaining a disciplined, balanced, and long- term view of the markets in order to successfully achieve your financial and wealth goals. The financial markets are still a main investment avenue for most Americans. The good news is that the capital markets have rewarded long-term investors. The markets represent capitalism at work in ...

Alternative Investments and the Role They Play in Portfolio Construction

By Bill Dolan, Senior Portfolio Manager In the wealth management industry, we define alternative investments as any investment asset, other than stocks, bonds, or cash. So, obviously, this is a pretty broad category and can often mean different things to different people. Let’s take real estate, for example. Since real estate is not stocks, bonds or cash, it is classified as an alternative investment in our industry, but to many people, real estate is even more familiar than stocks or bonds and, therefore, seems every bit as traditional. However, for purposes of our discussion, we will stick with the framework of stocks, bonds, cash, and everything else, or alternatives. Some other examples of investments that fall into the alternative investment category are private equity, hedge funds, precious metals, commodities, and private debt. With the recent turbulence that we are seeing in the markets, it’s consequential to consider the role alternative investments can play in a portfolio tha ...

Market Month: April 2018

The Markets (as of market close April 30, 2018) April was marked by the impending tariff war between the United States and China. Tensions between the world's two largest economies certainly affected stocks both home and abroad. Escalating strife in Syria posed an additional reason for investors to be concerned. However, surging energy stocks lifted the market as crude oil prices approached $70 per barrel for the first time in almost three years. Talks between North and South Korea also helped ease investor tensions. By the close of April, the dollar reached its highest level since January, while yields on 10-year Treasuries approached 3.0% for the first time since 2014 — signs that the world views U.S. economic growth as on the rise. With all of the upheaval during the month — both positive and negative — it's no wonder that equities essentially closed April about where they began the month. Each of the benchmark indexes listed here posted meager positive monthly gains over th ...

Holding Equities for the Long Term: Time vs. Timing

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years. Investing with an eye to the long term is particularly important with stocks. Historically, equities have typically outperformed bonds, cash, and inflation, though past performance is no guarantee of future results and those returns also have involved higher volatility. It can be challenging to have Buffett-like patience during periods such as 2000-2002, when the stock market fell for 3 years in a row, or 2008, which was the worst year for the Standard & Poor's 500* since the Depression era. Times like those can frazzle the nerves of any investor, even the pros. With stocks, having an investing strategy is only half the battle; the other half is being able to stick to it. Just what is long term? Your own definition of "long term" is most important, and will depend in part on your individ ...




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