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As we move into 2021, we have been assured by the Federal Reserve that it is prepared to hold interest rates near current levels until the economy is functioning at a level close to full capacity, which could be as long as two to three more years. This makes it difficult to see how we can pursue our long-term goals with fixed income investments. Stocks and their potential for long-term growth of capital seem to be the more rational approach. In turn, we tune out volatility. We act. We do not react. This was the most effective approach to the unruly fluctuations of 2020, and I believe it always will be.
We cannot predict what 2021 will bring, but we can make smart and careful decisions about how we will invest over the coming years.
Retirees need to be adaptable. Not just to changes in the economy, but to changes in the world. The rate of change is accelerating, but that can be a great thing. Happy Holidays and I look forward to a different and hopefully better 2021.
Retirees need to be adaptable. Not just to changes in the economy, but to changes in the world. The rate of change is accelerating, but that can be a great thing. Happy Holidays and I look forward to a different and hopefully better 2021.
We are excited to announce that Carroll Financial was recently named on Barron's 2020 list of America's Top 100 Registered Investment Advisor (RIA) Firms
2020 has certainly been a year of unexpected changes and challenges. While we know everyone is eager to flip their calendar and start a new year, we wanted to send you a list of things to think about as we near year-end:
You’ve probably read that unemployment in America is 7.9%, down from over 15% earlier this year. That’s bad, but not really terrible since it appears to imply that 92.1% of Americans looking for a job can find one.
All that Glitters…
Clever insights from Kris Carroll on the current market including Gold…
FT300
The Financial Times Top 300 Financial Advisors is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor’s performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 300. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.
This is Your Brain on spending…
Why money irrationally oftentimes can be used to make people feel better, emotional spending and why.
In times on Uncertainty
Count on us via phone, video conference, screenshare or a method that best suits you.
I still think it’s a good time to review your plan with your advisor because a
financial plan should