[media-downloader media_id=”4043″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +7.3% +15.3% S&P 500 +7.0% +18.4% NASDAQ +7.5% +21.3% Barclays +1.25% +6.1% 10-Yr Treasury yield was 2.12% at the end of May and 2% at the end of June Markets The S&P 500 hit a new record high on July 1st, and on the same …
As Summer Begins, Sideways Stock Market Remains Erratic as Ever As summer gets into full swing, things haven’t changed much in the financial markets. The yield curve is still inverted, uncertainty still surrounds the Trump Administration’s trade war with China, and the stock market is still on the same sideways rollercoaster ride it’s been on …
[media-downloader media_id=”4007″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones -6.30% +7.56% S&P 500 -6.34% +10.74% NASDAQ -7.77% +12.86% 10-Yr Treasury yield began the month at 2.50% and ended May at 2.12%. Markets Uncertainty returned to the stock market in a big way in May. The Dow Jones Industrial Average fell below 25,000 for the …
[media-downloader media_id=”4003″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +2.56% +14.00% S&P 500 +3.93% +17.51% NASDAQ +4.74% +22.01% Barclay’s Agg +0.26% +2.96% 10-Yr Treasury yield was 2.414% at the end of March and 2.509% at the end of April. Markets In last month’s newsletter, I mentioned that the recent flattening of the yield curve …
[media-downloader media_id=”3996″ texts=”Download PDF” class=”cherry-btn”] Index Month YTD Dow Jones +0.17% +11.79% S&P 500 1.94% +13.62% NASDAQ +2.69% +16.79% Barclay’s Agg +1.92% +2.94% 10-Yr Treasury yield was 2.75%% at the end of February and 2.40%% at the end of March. Markets The stock market finished March and the first quarter of 2019 in rally mode. …
[media-downloader media_id=”3991″ texts=”Download PDF” class=”cherry-btn”] Index Feb. YTD Dow Jones +4.02% +7.28% S&P 500 +3.20% +8.00% NASDAQ +3.59% +9.78% Barclay’s Agg -0.05% +1.06% The US 10yr began the month at 2.62% and finish February at a 2.71% yield. We swapped Goodyear Tire bonds for Bank of America bonds. Markets For the most part, February saw …
Don’t Let Renewed Market Turbulence Rattle Your Summer What a difference a month makes in today’s markets! As you may recall, in last month’s newsletter I reported that the S&P 500 had hit a new record high in April, and that the Dow Jones Industrial Average had spent an entire month over 26,000 for the …
Flat Yield Curve May Help Boost Stock Market Until Reality Hits In last month’s newsletter, I explained that the recent flattening of the yield curve might actually help the stock market in the short-term. So far, that’s proving to be true. The S&P 500 hit a new record high in April, and for the first …
Whether Intentional or Not, Fed’s Flattening of the Yield Curve is Bad News As regular readers know, I’ve been warning about the potential dangers of a flat yield curve ever since late 2016. That’s when the Federal Reserve first started raising short-term interest rates again after holding them to near-zero for seven years in conjunction …
How Investing for Income is a ‘Permission Slip’ to Enjoy Retirement There’s a question that sometimes comes up regarding my income-based approach to retirement planning that I’d like to address in a couple of different ways. The question is basically this: what if I don’t need more income? That’s simplifying it a bit, but there …
We have the resources and advisors needed to achieve new levels of growth and success and we are dedicated to supporting institutions, independent financial advisors, franchisees, and the clients that our advisors serve. Sound Income Strategies is an affiliate of Sound Income Group
Contact Us
500 West Cypress Creek Road, Suite 290, Fort Lauderdale, FL 33309
connect@soundincomestrategies.com
Phone: 888-492-0505
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Sound Income Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. © 2023 Sound Income Strategies.
www.sec.gov
