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The Caldwell Trust Company Blog

Market Preview Week of 7/24/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Domestic markets grind higher
  • Q2 earnings reports strong in aggregate
  • Ten-year Treasury yield drops again
  • Inflation numbers continue to disappoint
  • Plentiful earnings releases again next week

Domestic equity markets are beginning to get boring which is worrisome. The S&P 500 and the Nasdaq Composite both advanced meaningfully yet again last week; the Dow was down slightly. The price appreciation of the S&P 500 is now above 10% for the year – the Nasdaq Composite is approaching a 20% increase. The yield on the benchmark 10-year Treasury bond fell for the second week in a row and continues to trade at the low end of its recent range.

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Topics: Market Preview

6 Smart Spending Habits to Pass Down to Your Children

Posted by Sandy Pepper

Teaching children about how money is earned and the responsible way to manage it is important, but not often discussed. As soon as a child is old enough to understand the concept of money, it’s a good idea to introduce smart spending habits. It’s also important that you “practice what you preach” as children are often more likely to copy what you do rather than listen to what you say.

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Topics: Caldwell Cares

Market Preview Week of 7/17/17 - Investor Sentiment

Posted by Chris McGee, CFA CAIA

Your Market Update:

  • Fed Chair signals continued accommodative monetary policy
  • Domestic equity markets advance strongly for the week
  • Ten-year Treasury yield down slightly on the week
Equity markets advanced strongly last week driven primarily Fed Chair Yellen’s testimony before the Senate Banking Committee mid-week. Her comments were interpreted as indicating the Federal Reserve will remain relatively accommodative for now. Less than robust releases of the consumer price index and June retail sales also supports market thinking that rates will remain low for the foreseeable future. Consensus expectations remain that the Fed Funds rate will be raised one more time this year, and most likely after the Fed’s December meeting.
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Topics: Market Preview

Your Essential Estate Planning Documents to Gain Peace of Mind (Part 1)

Posted by Jan Miller

We know that planning for your family’s future, for after you are gone, may feel daunting on many levels. The reality is, your loved ones will be better off when you pay proper and timely attention to your estate planning now.

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Topics: Trusts & Estate Planning

 


 

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