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Market Commentary

Weekly Market Commentary – August 19, 2019

Volatility continued to rise last week as the markets swung sharply in both directions. Markets moved more than 1% on four days. The most impactful event was the two-year yield temporarily rising above the 10-year yield, a move that has coincided with the last seven recessions.

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Blog

4 Healthy Habits That Can Help Both In and Out of the Office

Published by: Tyler Henderson, Senior Advisor My hope in writing this is to help provide some healthy habits that will not only help the mental and physical state of one’s personal life but are highly coordinated to the efficiency in your professional life.

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Market Commentary

Weekly Market Commentary – August 12, 2019

Like some employees, the stock market had a great week, if you don’t count Monday. After falling nearly 3% on Monday, the market steadied as the back-and-forth between China and the U.S. calmed.

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News

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the “set it and forget it” mentality of investing is not only detrimental to the potential of the investment but can lead to fewer returns than expected.

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federal reserve

Market Commentary

Weekly Market Commentary – August 5, 2019

Major news buffeted the market last week. The Federal Reserve cut rates as expected, but the press conference and vote margin suggested the cut does not signal more to come, which disappointed investors. Additional tariffs on Chinese goods were announced by President Trump, and the U.S. employment market remained strong.

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529 college savings plan strategy

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 29, 2019

U.S. gross domestic product (GDP) rose enough to calm recession worries, but not enough to cause the Federal Reserve to stray from an expected interest rate cut this week. The S&P 500 resumed its steady climb as positive earnings news and the economic data reassured investors. The S&P 500 climbed 1.7%.

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529 College Savings Plan, financial advisor, Carson Wealth, Omaha, Nebraska

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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weekly market commentary

Market Commentary

Weekly Market Commentary – July 22, 2019

The S&P 500’s steady climb took a pause last week as quarterly earnings reports and Fed comments drew the greatest attention from investors. The S&P 500 dropped 1.2%. The MSCI ACWI slid 0.6% as international stocks regained some ground after last week’s underperformance of U.S. markets. The Bloomberg BarCap Aggregate Bond Index climbed 0.4%.

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Blog

Meet the Team: Erik Christman

At Oxford Financial Partners, teamwork is an essential part to our success. Over the last 5 weeks, we’ve been highlighting members of our incredible team. For this last week of our “Meet the Team” series, we are featuring our Managing Partner, Erik Christman:

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