Michael L. Schwartz, RFC, CFS
Comprehensive Wealth Management and Retirement
Planning
Weekly Commentary – August 24, 2015
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Weekly Market Overview: The Dow
Jones Industrial Average lost about 6 percent last week. That puts the
benchmark index about 10 percent below its record high on May 19, 2015,
according to Barron’s.… read
more.
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From Abstract to Reality: The potential
effects of rising rates: When the economic data align, and the
Federal Reserve pulls the trigger on tighter monetary policy, rising
interest… read
more.
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Weekly Focus: Value vs. Growth Investing
See our morningstar
report… click
here.
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OFFICE
HAPPENINGS
September
Client Dinner
Time and
Location to be determined
October
Information Session: Women and Social Security
Saturday,
October 10th starting at 12:00 p.m.
Jenkintown
Public Library
Click here to reserve a seat.
115 Old York
Road | Jenkintown, PA 19046 | ph 215.886.2122 | fax 215.886.6144
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Michael L.
Schwartz, RFC, CWS, CFS, a registered principal offering securities and
advisory services through Independent Financial Group, LLC., a registered
broker-dealer and investment advisor. Member FINRA-SIPC. Schwartz
Financial and Independent Financial Group are unaffiliated entities.
This information
is provided for informational purposes only and is not a solicitation or
recommendation that any particular investor should purchase or sell any
security. The information contained herein is obtained from sources believed
to be reliable but its accuracy or completeness is not guaranteed. Any
opinions expressed herein are subject to change without notice. An
Index is a composite of securities that provides a performance
benchmark. Returns are presented for illustrative purposes only and are
not intended to project the performance of any specific investment.
Indexes are unmanaged, do not incur management fees, costs and expenses and
cannot be invested in directly. Past performance is not a
guarantee of future results.
* The Standard
& Poor's 500 (S&P 500) is an unmanaged group of securities considered
to be representative of the stock market in general.
* The DJ Global ex
US is an unmanaged group of non-U.S. securities designed to reflect the
performance of the global equity securities that have readily available
prices.
* The 10-year
Treasury Note represents debt owed by the United States Treasury to the
public. Since the U.S. Government is seen as a risk-free borrower, investors
use the 10-year Treasury Note as a benchmark for the long-term bond market.
* Gold represents
the London afternoon gold price fix as reported by the London Bullion Market
Association.
* The DJ Commodity
Index is designed to be a highly liquid and diversified benchmark for the
commodity futures market. The Index is composed of futures contracts on 19
physical commodities and was launched on July 14, 1998.
* The DJ Equity
All REIT TR Index measures the total return performance of the equity
subcategory of the Real Estate Investment Trust (REIT) industry as calculated
by Dow Jones.
* Yahoo! Finance
is the source for any reference to the performance of an index between two
specific periods.
* Opinions
expressed are subject to change without notice and are not intended as
investment advice or to predict future performance.
* Past performance
does not guarantee future results.
* You cannot
invest directly in an index.
* Consult your
financial professional before making any investment decision.
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Mike's thoughts on the stock market and other assorted happenings of the world.