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


From monthly archives: July 2018

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

Quarterly Market Review: April-June 2018

The Markets (as of market close June 29, 2018) The second quarter of the year can be called a lot of things, but boring isn't one of them. The potential for a trade war between the United States and China heated up in April as China responded to the threat of U.S. tariffs on Chinese imports by warning of the same magnitude of tariffs on American exports. Favorable corporate earnings reports helped calm some of the global economic angst investors may have felt. The indexes listed here ended the month ahead of their March closing values — but only barely. The Global Dow (1.16%) and the Russell 2000 (0.81%) posted the largest monthly gains, followed by marginal upticks in the S&P 500 (0.27%), the Dow (0.25%), and the Nasdaq (0.04%). Despite expanding trade tensions between the United States, China, Canada, Mexico, and the European Union, equities enjoyed a better month in May, riding surging energy stocks. For most of the month, oil prices hit multi-year highs before falling at the end of May ...

What are the Risks of Self-Directed Individual Retirement Accounts (IRAs)?

By Bill Dolan, Senior Portfolio Manager, California Wealth Management Originally published in the Sacramento Business Journal Investors are faced with many important decisions as we navigate a competitive and often confusing economic and business landscape. How we choose to allocate our resources (wealth) is the most important decision investors must make and largely the determinant of our success. Self-directed IRAs (Individual Retirement Accounts) offer investors the opportunity to allocate wealth to investments that are not available in IRAs where there is a regulated institutional trustee or custodian and this can be appealing to certain investors. Risk and reward are imbedded in investments, inherent to investing, and need to be assessed and understood in order to make sound investment choices. To be sure, the wide array of non-traditional investment options available in a self-directed IRA can be attractive to some investors. However, the very nature of “self-directed” leaves investors ...




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