Apr 17, 2021 | Wealth Management
Stocks jumped to record highs this week with retail sales and weekly jobless claims signaling an accelerating recovery. Yields on benchmark 10-year Treasury notes dropped the most since February. Economic data released on Thursday showed that some parts of the U.S....
Apr 11, 2021 | Wealth Management
It began as a simple idea when Future Wealth registered itself as an LLC, five years ago on April 11, 2016. The company’s mission was to provide financial advisory services that meet our clients’ risk threshold and investment horizon at a fraction of the cost charged...
Apr 4, 2021 | Wealth Management
A recap of Q1 2021 shows major carnage in some areas of the market but March ended being a positive month for equities. The Dow led the way surging nearly 7%, but the S&P 500 also remained strong, gaining more than 4.5%. Technology was an area of weakness and the...
Mar 21, 2021 | Wealth Management
A round of late afternoon buying boosted the DJIA to another record high on Friday as rising optimism around the global economic reopening continued to encourage the rotation into cyclical stocks. But surging bond yields rekindled valuation fears in the big tech...
Feb 28, 2021 | Wealth Management
The major averages finished the week with sharp losses, despite a Friday rebound. Bond buying pushed the 10-year Treasury yield back down to as low as 1.39% after surging above 1.6% at one point. But, stocks and commodities still ended broadly lower. Meanwhile, U.S....
Feb 21, 2021 | Wealth Management
Stocks closed out Friday’s session mixed at the end of a choppy week. The S&P 500 logged its first weekly loss in three weeks. The Nasdaq outperformed against the other two major indexes as the rotation into cyclical stocks and away from some high-growth...
