Don’t Let a Good Crisis Go to Waste

Posted on May 17, 2017

The chance of a geo-political event happening outside of the United States is always a risk to our stock market here at home. Now, however, the table has turned and it appears we are experiencing a crisis from within, and the markets are beginning to react. Let’s separate ourselves for a moment, take a step back, and consider the current events in the eyes of an outsider. Here is what we see. 1. It doesn’t pay to jump into the middle of a crisis, particularly in the early phase of events. Be patient and wait to see if there’s a climax to the story and events unfolding. That will be...

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The U.K. Just Opened a Whole New Can of Uncertainty

Posted on Jun 24, 2016

Usually the events that move markets most are those that catch us all by surprise, and although the U.K. referendum vote yesterday was well publicized, very few thought there was a legitimate chance of the ‘Leave’ campaign winning (ourselves included). Yet we now live in a global marketplace and these events cannot be ignored even if one believes there will be a limited impact here at home. A country has never left the European trading block, which will now lead to a whole new round of speculation on when and how this transition will be accomplished. At this time, we do not...

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Stock Market Update: “The Glass Is Half Full”

Posted on Feb 12, 2016

Global stock markets have declined rapidly since the beginning of the year. Last fall we wrote that three outstanding issues stood in the way of the market to continue its’ upward path. They were: The slowing growth of the Chinese economy The continued decline in the price of oil The over-anxiousness of the market anticipating the Fed raising interest rates All of these issues still appear to be on investor’s minds, yet it wouldn’t be far-fetched to say that all could also be resolved (or at least downgraded) in the near future. What could change things? The Chinese...

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Stock Market Update: Don’t Step On The Scale

Posted on Jan 7, 2016

In our last market update dated August 24, 2015 we addressed the rapid downturn in stocks at that time. Our assessment was that in order for the market to gain a better footing, three uncertainties had to be removed as we’ve noted below. The Chinese economy needed to stabilize and show growth again. The price of oil needed to find a bottom that included overwhelmingly negative sentiment. The Federal Reserve needed to raise interest rates just one time. Removing these concerns should allow for the return of positive market dynamics, which means positive returns. Right now only one of...

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Stock Market Update: What happened and how we are handling it

Posted on Aug 24, 2015

The fall in global stock markets the past few days has been sharp and painful. Usually with these dramatic drops comes a catalyst that set the decline into motion, and in this case it is no different. Here is a quick synopsis of what happened, the damage it caused, and how we are handling it with our client investments. THE CATALYST: China’s economy has been slowing for over a year now and their stock market has had some precipitous falls of late making headlines around the world. The recent catalyst, however, was when on August 11th the Chinese government decided to allow their currency to...

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Elmwood’s 2nd Anniversary!

Posted on Nov 4, 2014

We have had an amazing two years since the launch of Elmwood Wealth Management! Perhaps the most rewarding part of these past two years has been all the personal time we’ve spent with our rapidly growing client base (see chart below) and others whom we have met along the way. Thank you for all your support! So much has happened over the past two years. Inside we share our top insights and observations since the launch of Elmwood. Number of Elmwood Clients Top Insights and Observations since the Launch of Elmwood There is a difference between ‘Wealth Management’ firms and ‘Capital...

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