The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market Prepared by: Nate Lewis Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous.
Weekly Economic Update 1/14/2019 In this week’s recap: the CPI decreases, a service sector activity index takes a fall, oil’s rebound continues, and equities advance. Presented by: Paul Lewis, CFP®,CWS® FOR THE FIRST TIME SINCE MARCH, INFLATION RETREATS December brought a 0.1% decline in the Consumer Price Index, the first in nine months. As in
2018 Economic Review In this 2018 recap: a strong economy, a volatile year for equities and commodities, a trade battle between the U.S. and China, a gradual path upward for the federal funds rate, and slower growth overseas. Provided by: Nate Lewis THE YEAR IN BRIEF Investors will remember 2018 as a year of significant
Monthly Economic Update January 2019 In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. THE MONTH IN BRIEF December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping
Weekly Economic Update 1/7/2019 In this week’s recap: an impressive jobs report, a disappointing factory activity index, a slight recovery for oil, and some tailwinds on Wall Street. 2018 Ended with a hiring surge The latest Department of Labor jobs report suggests an economy with plenty of forward momentum. Employers added 312,000 net new jobs
An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these tasks methodically. In fact,