Wealth Management Newsletter | All posts archived in 'June 2017' — Page


From monthly archives: June 2017

We are pleased to present below all posts archived in 'June 2017'. If you still can't find what you are looking for, try using the search box.

Holistic Wealth Management Offers Comprehensive Guidance for Busy Executives

Successful executives have mastered the art of surrounding themselves with trusted advisors for their business and personal needs. These trusted consultants are often their attorney, CPA, and financial advisor, skilled at providing specialized advice guiding them toward making informed financial decisions. Even with this “dream team” of advisors, there are critical areas of wealth that often aren’t addressed, leaving the executive vulnerable to unnecessary risk, higher taxes, and lost financial opportunities. Thus, enters the importance of “holistic” wealth management. What does holistic wealth management look like? It’s a wealth advisor that works with an executive and their team to provide comprehensive management of the executive’s financial goals. In short, it’s an ongoing review of all the individual pieces as they relate to the overall big picture. This process begins with an initial review to understand the individual’s current situation, need ...

The Uncertainty Paradox

Doubt is not a pleasant condition, but certainty is an absurd one. —Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that is a distinctly human phenomenon. Rather than ebbing and flowing with investor sentiment, uncertainty is an inherent and ever-present part of investing in markets. Any investment that has an expected return above the prevailing “risk-free rate” (think T-Bills for US investors) involves trading off certainty for a potentially increased return. Consider this concept through the lens of stock vs. bond investments. Stocks have higher expected returns than bonds largely because there is more uncertainty about the future state of the world for equity investors than bond investors. Bonds, for t ...

Capital Markets Update - June 2017

May turned out to be an interesting month for the stock market. In mid-May, we had the biggest one-day drop in 8 months following headlines of potential obstruction of justice by President Trump as the S&P 500 fell by 1.7%. Yet despite this “mini-correction, the S&P 500 was still up 1.4% for the month and is now up 8.7% through the end of May. Towards the end of May, the S&P 500 finished with three consecutive all-time highs. So far this year, the S&P 500 has set 20 new all-time closing highs, which is already above the average number of new highs per year (16) since 1954. At the same time, volatility this year has been extremely low with only 4 days of movements more than 1% up or down. The average daily moves of more than 1% in any year since the 1950’s has been 50. For instance, last year there were 48 days of moves greater than 1% and in calendar year 2015 there were 72 such days. Yet despite the good gains domestically, returns outside the U.S. have been even better. Fo ...




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