Weekly Flash Briefing 06/09/2020

Posted by Drew Creekmur, MSPFP on 3:01 PM on June 9, 2020

Inside scoop

Does Investor Behavior Impact the Stock Market?

Earning and then saving enough funds to invest is the first & most difficult step to growing wealth & achieving your financial goals. But, after investing your hard-earned money, it is crucial to  continue learning how your actions and emotions effect your potential returns. Over the years of working with individual investors we have found that emotions and biases can cloud one’s ability to make well-balanced investment decisions. In recent months we have seen the impact of emotion driven decisions, rather than thoughtful, goals-based decisions. With that in mind here are two "rules" that we would encourage you to follow with your investment decisions.

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Topics: Why is my portfolio not performing?, Financial Planning, Investments, long term objectives, Planning, saving and investing, Stock Market

Weekly Flash Briefing 06/03/2020

Posted by Drew Creekmur, MSPFP on 4:25 PM on June 3, 2020

Market News

Monthly Market Update: Looking back - Looking forward

This year has been a roller coaster in every sense of the phrase, and when we take a roller coaster ride it can be hard to know where you are and where you're going! So, let's take a few minutes  to recap where the stock market is today and what  economic & market items we need to be aware of. This "look back - look forward" method helps ensure that we have the correct expectations and plan in place to maximize potential results.

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Topics: Why is my portfolio not performing?, Financial Planning, Investments, Planning, saving and investing, Stock Market

Weekly Flash Briefing 5/26/2020

Posted by Drew Creekmur, MSPFP on 3:46 PM on May 26, 2020

How do we build portfolios at Creekmur Wealth?

Nearly everyone we meet with will eventually ask some form of this crucial question. And it's a good one because being a successful investor is often predicated upon having a well-developed investment plan. Over the years, we have honed our investment management methodology into what we describe as a “Core & Satellite” strategy to ensure that our investment plan is clear and concise. Let me explain how this works in our Creekmur Wealth portfolios.

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Topics: Why is my portfolio not performing?, Financial Planning, Investments, Planning, saving and investing, Stock Market

Weekly Flash Briefing 5/19/2020

Posted by Drew Creekmur, MSPFP on 3:54 PM on May 19, 2020

Hot Topics

How does DATA help us make Investment Decisions?

In this week’s Flash Briefing we will dive into how we use data as part of the Creekmur Wealth Investment process. We have found that good, quality data points and clear, unbiased analysis help us make the highest quality investment decisions for our clients. 

Our country, and really the whole world, is incredibly polarized surrounding the correct response to COVID-19. These polar opposite view points are further driven by voices in the media and opinions on social media most of whom claim to be using "data" to arrive at their conclusions. To thrive as investors in this environment, it is critical to track and review unbiased data points to help cut through the noise.
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Topics: Why is my portfolio not performing?, Financial Planning, Investments, Planning, saving and investing, Stock Market

Weekly Flash Briefing 5/12/2020

Posted by Drew Creekmur, MSPFP on 1:22 PM on May 12, 2020

Hot Topics

Why is the Stock Market increasing in the midst of such uncertainty?

This year has been quite the ride in markets both domestic and global. Here in the U.S. we have experienced the quickest slide into a bear market in history, followed by an equally incredible market bounce in short order:

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Topics: Financial Planning, Planning, Saving, Stock Market

Creekmur Wealth Flash Briefing 4/28/2020

Posted by Drew Creekmur, MSPFP on 2:28 PM on April 28, 2020

First Quarter Earnings 

In the week ahead we expect earning reports from a well-rounded group of companies that represent or impact every aspect of our economy. This will give us a clear indication of the underlying health of the economy, impact of the virus, and how companies see themselves performing for the rest of the year.

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Topics: Financial Planning, Investing, Stock Market

Creekmur Wealth Flash Briefing 04/20/2020

Posted by Drew Creekmur, MSPFP on 2:15 PM on April 20, 2020

Will this current Stock Market Rally continue?

First of all, as with everything market related over the last few months – anything could happen and we would not be surprised! There is no historical precedent for current events to aid in determining what the future holds with the stock market. But we can make some observations:

From February 20 to March 23 the S&P 500 dropped by 33.67%. Then, rose by 28.48% from March 23 to April 17. This V-shaped market bounce was largely unrelated to the economic and medical news occurring at the same time. So, where does the market go from here?

  • Near Term Volatility – We use a technical indicator called Bollinger Bands to help us analyze where the market may move in the coming days or weeks. Bollinger Bands track the upper and lower Standard Deviation level of the Moving Average Price of a Security. In plain English, this simply means that you can see how undervalued or overvalued a security or the market as a whole is. Historically, if the price of the security touches the top or bottom of the Bollinger Bands you will see a movement in the opposite direction in short order. Take a look at the chart below of the S&P 500 over the past year:
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Topics: Financial Planning, Investing, Stock Market

Should You Care What the Financial Markets Do Each Day?

Posted by Creekmur Staff on 11:30 AM on April 16, 2020

tax-stratBOX

Focusing on Your Strategy During Turbulent Times.

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

 

This impatience also manifests itself in the financial markets. When stocks slip, for example, some investors grow uneasy. Their impulse is to sell, get out, and get back in later. If they give in to that impulse, they may effectively pay a price.

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Topics: Financial Planning, Investing, Stock Market

Pullbacks, Corrections, and Bear Markets

Posted by Creekmur Wealth Advisors on 12:30 PM on April 9, 2020

What’s the difference? What do these terms mean for you?

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending lower. Worried investors believe "this time it's different." When the market drops, some investors lose perspective that downtrendsand uptrendsare part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum.1,2

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Topics: Financial Planning, Investing, Stock Market

Your Diversified Portfolio vs. the S&P 500

Posted by Creekmur Wealth Advisors on 10:46 AM on October 30, 2018

How global returns and proper diversification are affecting overall returns. 

 

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Topics: Uncategorized, Why is my portfolio not performing?, Diversify Portfolio, Investment Portfolio, S&P 500, Stock Market

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