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Showing posts tagged with: Westwood MA Retirement Planning

Quarterly Update – July 2018

Genesis Wealth Advisors
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Commentary

  • Four of the largest traded technology stocks on the market accounted for 86% of the overall market return this year
  • Amazon has contributed nearly 36% of the S&P 500’s total return this year (Amazon is up 45% YTD)
  • The concentrated effect is reminiscent of the peak of the tech bubble of 2000, with difference being today’s leaders are profitable

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Quarterly Update – June 2018

Genesis Wealth Advisors
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Commentary

  • Strong U.S. economic indicators and strong 1st quarter earnings pushed U.S. equities higher
  • Economic news overseas was not as positive with heightened uncertainty in Southern Europe over populist elections
  • Technology remains a strong driver of performance across most markets, especially the U.S.

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Quarterly Update – May 2018

Genesis Wealth Advisors
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Commentary

  • Mid to long term asset returns expected to be below the long term averages
  • Invest in innovative technologies that are and will continue to effect global industries in a positive way
  • Growth expected to slow as debt levels rise and demographics play a role

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Quarterly Update – April 2018

Genesis Wealth Advisors
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Commentary

  • We believe we are entering the late stages of both the financial market and economic cycle
  • Bonds continue to confuse and confound investors – where is inflation?
  • Non-correlated strategies lag traditional strategies even with a pick up in market volatility

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Quarterly Update – March 2018

Genesis Wealth Advisors
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Commentary

  • As we’ve been anticipating for some time, market volatility is back;wheth er it was the inflation scare of the recent jobs report or something
    else, the VIX soared
  • The market wide sell off in the first half of February was across both equity and bond markets, and we continue to advocate for the inclusion of less expensive, lower correlation diversifiers like liquid alternatives
  • Correlations moved higher across most assets as fundamentals remained weak

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Quarterly Update – February 2018

Genesis Wealth Advisors
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Commentary

  • Global Equity markets moved higher during January on high levels
    of economic and earnings optimism
  • Bond markets began to sell-off with the yield on the US 10 yr
    Treasury benchmark rising well past 2.5%
  • High asset valuations and fears of accelerated rate hikes by the Fed
    pushed yields and equity volatility higher

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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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