Tag Archives | investment outlook
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3rd Quarter Market Commentary

By Donald Calcagni, CFP®, MST, Chief Investment Officer, Mercer Advisors Despite posting strong returns over the summer, global equity markets began to lose steam by the latter half of September. Persistent inflation, debt-riddled Chinese real estate companies, rising interest rates, prospective tax increases, and the startling prospect of a first-ever U.S. debt default all weighed heavily […]

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Worries Abound, But Stocks Notch Sixth Straight Quarter Of Gains In 3rd Quarter

Stocks were weighed down in September by uncertainties over COVID, the debt ceiling, future tax policy, inflation and interest rates, causing them to pull back from early September highs. The large-cap S&P 500 stock index ended down for the month of September, marking the benchmark’s most challenging month since March 2020. The S&P 500 index […]

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The Blue Ripple: What’s Next After The Georgia Senate Races

Guest Post By Donald Calcagni, CFP®, MST Chief Investment Officer, Mercer Advisors The blue ripple With Georgia’s senate races now behind us, Democrats now control both chambers of Congress and the White House.  The new Senate will be evenly divided between Republicans and Democrats but, by the narrowest possible majority, Democrats will have control given Vice President-elect […]

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Markets Poised For The Final Stretch: 3rd Quarter Market Commentary & Outlook

What a year it has been! Markets hit a new high in February, declined over 30% at the onset of the pandemic, and then went on to stage a dramatic rebound from their March 23 lows with the S&P 500 rallying over 50%. The third quarter again saw the S&P 500 hit new highs. Yet […]

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Who Says Bull Markets Have To Die Of Old Age?

Pick up the paper nowadays, and you’ll see that almost everyone is forecasting an end to the bull market and a budding recession in 2019 or 2020. Why? The current expansion is getting a little long in the tooth, they say. Based on its duration and other economic factors, this bull market should be coming to an […]

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The Strategic Outlook From BlackRock

Russ Koesterich, Chief Investment Strategist at Blackrock, was our guest last week  at the 37th annual conference of the South Florida Financial Planning Association (FPA). Russ talked about building portfolios in a world of low interest rates and longer lifespans. BlackRock is the world’s largest asset manager with $5.1 trillion (yes, that’s a “t”) in assets […]

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Dow 20,000: What Does It Really Mean?

The Dow Jones Industrial Average (DJIA) hit a new milestone last week by passing the 20,000 mark. But what does that really mean for investors like you? Here’s 5 points to consider: The Dow doesn’t mean that much anymore. The Dow remains the most recognized stock index among members of the public, but it doesn’t carry much […]

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Some Of What You Know About Investing … Is Wrong?

Funny how some of those truisms about investing turn out to be not so true. And some things that look so wrong turn out to be so right. Case in point.  Investing in Europe now is a really bad idea, right? Why would anyone invest in Europe with the sad state of the European economy? […]

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