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Showing posts tagged with: Avon MA Wealth Management

Quarterly Update – January 2018

Genesis Wealth Advisors
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Commentary

  • 2017: Risky assets soar, Bitcoin bubble, income gap widens, debt soars, wages stagnant, brick and mortar retail closures
  • 2018: Consensus is bullish on growth and stocks, geopolitical uncertainty rises, volatility rises, debt soars, and inflation tame
  • Watch for central bank missteps, policy errors, social unrest, and
    bumpier market

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Quarterly Update – December 2017

Genesis Wealth Advisors
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Commentary

  • U.S. Equity markets surged during November on hopes of a new tax reform bill
  • Overseas Asian markets outpaced Europe
  • Changes at the Fed suggest little disruption in interest rate policies while Q3‐2017 growth was revised higher
  • Innovations in technology continue to keep a lid on inflation and real wage growth

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Quarterly Update – November 2017

Genesis Wealth Advisors
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Commentary

  • An attorney, not an economist is the new Fed Chair pick
  • Why the labor market is now NOT a driver of higher inflation or growth
  • Balancing portfolio risks and opportunities where there is a productive use of capital investment

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Quarterly Update – October 2017

Genesis Wealth Advisors
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Commentary

  • Continued strong market returns with improved earnings and economic growth; sustainability remains a question
  • Limited progress thus far on potential acceleration catalysts (health care, tax reform, and infrastructure)
  • The world remains a dangerous place; the Fed remains committed to rate hikes – risks abound

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Quarterly Update – August 2017

Genesis Wealth Advisors
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Commentary

  • Financial markets ignore uncertainty and chaos – what gives?
  • Why diversification is now most crucial to investors
  • Beware of the pundits – they are only right until they are ultimately wrong

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Journal Your Way to Retirement Week 4

Genesis Wealth Advisors
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Planning, Retirement

It is week 4 of the Journal Your Way to Retirement Series. I spoke to several of you this week and the consensus was question #3 is very challenging. I knew it would be. But, that is OK. The purpose of these questions is to get you thinking deep down. We will be revisiting many of these early journal questions after you have done more journaling. So, keep going!!! The answers to these difficult questions will be filled in if you have any blanks.

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