Future Wealth LLC celebrates 5 year anniversary and >$25 million in assets under 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...
Resumption of mass shootings in US means life is back to normal
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...
It is now up to the consumer to spur the economy
Stocks finished a volatile week with a surge into the close Friday, helped by a boost from President Biden’s doubling of the U.S. vaccine rollout target and the Federal Reserve’s decision to free banks from restrictions on dividends and buybacks. Also, the final...
Where does the stock market go from here?
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...
The Fed’s optimistic, but are investors?
Stocks gained strength after Fed Chairman Jerome Powell reiterated the central bank's commitment to provide aid to the economy "for as long as it takes." The central bank sharply upgraded its 2021 GDP growth forecast to 6.5% and also said it expected unemployment to...
Is the bloodbath over?
Just last week, in our weekly report, we had stated that if there are signs that the economy is picking up and that higher interest rates are justified, there will be bloodbath on Wall Street. Link to last week’s report is here: https://futurewealthllc.com/research/....
Looking at Post Inflation Trade
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....
Dealing with higher inflation
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 tech...
Hiding trades in Off-Exchanges
A little known fact to most investors is that a modest percentage of all trades, also known as dark trading, occur off the main exchanges i.e. New York Stock Exchange and the Nasdaq. Institutional investors who want to hide their bid or ask stock quotes from public...