Wealth Management Blog

S&P 500 Index: January 1, 2009 - June 30, 2014

Posted by on Oct 17, 2014 in Financial Moxie Blog, Wealth Management Blog | Comments Off on S&P 500 Index: January 1, 2009 - June 30, 2014

  This chart shows the growth of $10,000 based on S&P 500 Index performance over the last 5 years. Although past performance is no guarantee of future results, we believe looking at the market’s overall resiliency through several major crisis and events helps to gain a fresh perspective on the benefits of investing for the long-term....

read more

Weekly Economic Update

Posted by on Jun 4, 2014 in Wealth Management Blog | 0 comments

HOW OPTIMISTIC ARE CONSUMERS? No firm conclusion can be drawn from May’s major consumer economic polls. The Conference Board’s consumer confidence index rose 1.3 points to 83.0. That was its second-best reading in the past six years. The University of Michigan’s final May consumer sentiment index dipped to 81.9 from April’s reading of 84.1. Fresh Commerce Department data also sent mixed signals. Consumer spending contracted 0.1% in April even as consumer incomes rose 0.3%.1,2 WEEKLY QUOTE “You’ve got to take the bitter with the sour.” -...

read more