by Matt Papazian, CFA | Oct 31, 2019 | Investing, Market Updates, Uncategorized
Indicators can inform our understanding of the economy and investment strategy. For example, economic indicators can help explain the stage of a particular economic cycle, market indicators can help explain how the market is behaving, and sentiment indicators can shed...
by Matt Papazian, CFA | Oct 16, 2019 | Investing, Market Updates, The Helm Quarterly Market Outlook
President Donald Trump on January 22, 2018, first enacted tariffs on washing machines and solar cell manufacturers — the first volley in a trade war that now spans almost two years. In that time — 624 days later and up to October 8, 2019, to be exact — the Dow Jones...
by Matt Papazian, CFA | Aug 8, 2019 | Investing, The Helm Quarterly Market Outlook
The second quarter of 2019, as seems to be the case with most quarters of the last few years, saw its share of volatility and contradictory data points. For stocks, the worst May in almost a decade was followed by the best June in about 50 years. Any negative data...
by Marti Awad | May 23, 2019 | Investing
Because Exchange-Traded Funds, or ETFs, allow investors to achieve diversification at low cost, and diversification is important because it can mitigate investors’ risk, let’s take a look at the ETF. The ETF is a pooled vehicle that owns underlying investment assets,...
by Marti Awad | Mar 26, 2019 | Investing
Today, less than 20% of financial advisors are women, and the numbers shrink further when narrowed to the highest levels of the profession. Yet more than two decades of professional experience has shown me that we women financial advisors have some innate advantages....
by Cardan Capital Partners | Feb 12, 2019 | Investing
Every four years, the American Society of Civil Engineers issues a report card with letter grades reflecting the condition and performance of the nation’s infrastructure — and the current grade average sits at a miserable D+. Airports, bridges, levees,...
