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Viewing posts categorised under: Wealth Management

Quarterly Update – September 2017

Genesis Wealth Advisors
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Commentary, Wealth Management

  • Equity markets were mixed but clustered around flat; we see
    increasing opportunities outside the U.S.
  • Despite low inflation and wage growth, the Fed seems intent
    on raising rates and shrinking its balance sheet
  • GDP posted a 3% rise in Q2, but longer-term productivity and
    population growth challenges remain

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Don’t Let Market Volatility Scare You Into Abandoning Your Plan

Genesis Wealth Advisors
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Wealth Management

Chances are, your financial plan is one that is well thought out and includes elements of growth as well as financial conservatism.  However, it is also an almost-certainty that your wealth management plan also includes stock investments.  Retirement accounts, college savings plans, and perhaps even an income portfolio all include stocks in most cases.  As a result, all of the recently volatility from the stock market can induce panic.

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