Broker Check

Blog


 

Tuesday, April 17, 2018

The S&P 500 Index continues to find support near its 200-day moving average and recently bounced near the early February lows. Additionally, the retest of the February lows took place on lower volume, which is a positive sign that we...

 

Tuesday, April 10, 2018

First quarter earnings season kicks off this week with several financial companies reporting results on April 12–13, and we are expecting another strong quarter of results. The S&P 500 Index has grown earnings at a double-digit...

 

Tuesday, April 3, 2018

Stocks fell slightly in the first quarter, losing 0.8% and ending the S&P 500’s nine quarter win streak. The return of volatility was the big story of the quarter, when the index suffered its first 10% correction since early 2016...

 

Tuesday, March 27, 2018

Escalating trade tensions disrupted markets last week, particularly on Thursday and Friday when the S&P 500 Index lost about 5% over the two-day span, wiping out the index’s gains for the year. Here we summarize the latest...

 

Friday, March 16, 2018

Hello, I hope this finds you well. Today is Friday, March 16, 2018, and in this blog I will answer the question “is a recession coming soon???” It’s been a while since I have written about the Five Indicators on a...

 

Show All

Monday, March 5, 2018

As it turns out, while many people in the United States like to wear green in March to celebrate St. Patrick’s Day—green can also play into the potential positive returns for the S&P 500 Index, thanks to seasonal patterns,...

 

Tuesday, February 27, 2018

Fourth quarter earnings season has been outstanding, but as good as it has been, perhaps most impressive is the strong guidance corporate America has provided. That positive message has translated into a more than 7% increase in...

 

Tuesday, February 20, 2018

The potential for rising inflation has been on the collective mind of market participants in recent weeks, following a larger than expected uptick in wage inflation in the January employment report, which is widely reported as one of...

 

Tuesday, February 13, 2018

The S&P 500 Index officially pulled back into correction territory last week for the first time since early 2016. The widely accepted definition of a correction is a 10% decline from the most recent high. What made this correction so...

 

Monday, February 5, 2018

An old adage on Wall Street suggests, “So goes January, goes the year.” With stocks seeing one of the best January returns ever, it is time to take a closer look at the January barometer. The January barometer was first...

 

Monday, January 29, 2018

Equities were met with tremendous success during the first year of President Trump’s term, but now we’re headed into the much more historically troublesome midterm year. As Ryan Detrick, Senior Market Strategist notes,...

 

Monday, January 22, 2018

Fourth quarter earnings season is in full swing and expectations remain high for U.S. companies. We discussed some of the reasons behind those expectations last week, and today we will take a look at the sectors that are driving...

 

Tuesday, January 16, 2018

Speculation that China could be looking to reduce or even halt its U.S. Treasury purchases going forward has flooded media outlets recently and spooked investors. Following the news Treasury yields were sent to more than 10-month highs...

 

Friday, January 5, 2018

The new tax law has important implications for major corporations, small businesses, and individual taxpayers, and will likely shift the trajectory for economic growth, the federal budget, monetary policy, and perhaps most critically...

 

Tuesday, January 2, 2018

As you know, major tax reform legislation has made it through the House and Senate, and is heading to President Trump’s desk for his signature soon. In an effort to keep you informed, we put together a list of the top 10 changes...

 

Tuesday, December 26, 2017

The 10-year Treasury yield had been trading within a historically tight range of just under 0.1% since late October (the tightest trading range of that length since 1974, as outlined in our recent Bond Market Perspectives,...

 

Tuesday, December 19, 2017

With the S&P 500 Index flirting with a gain of 20% for the year, one technical formation took place in 2016 that was a clue that we could be in for solid gains. But before we get to that, below are some of our blog posts from earlier...

 

Monday, November 27, 2017

The 2017 holiday shopping season has begun. That means Black Friday deals, long checkout lines, and a focus on the retail industry as investors try to determine the potential impacts to the stock market. The National Retail Federation...

 

Friday, November 17, 2017

As we head into Thanksgiving week, investors have many things for which to be thankful; from a global bull market in equities, led partly by a strong resurgence in corporate earnings, to very few signs of a recession starting over the...

 

Monday, November 13, 2017

The Nasdaq has closed at more new all-time highs in 2017 than in any other year in history—as Ryan Detrick, Senior Market Strategist, discussed with Brian Sullivan on CNBC Trading Nationearlier this week. Although that’s...

 

Thursday, November 9, 2017

Following up on our previous post, let’s drill down on the three components of the Life Portfolio that represent the most important parts of a household’s finances: income, debt, and assets. Examining your financial...

 

Monday, November 6, 2017

The health of the broad U.S. economy impacts all Americans; but for most people, thinking about the economy starts with their personal financial situation. When it comes to your finances, you may be saying to yourself, “I’m...

 

Monday, October 16, 2017

According to the Bloomberg World Interest Rate Probability function, the current implied probability for a fed funds rate hike in December remains high at 77% (as of October 11, 2017). If this happens, it will be the third year in a...

 

Monday, October 2, 2017

There have only been eight moves of at least 1% for the S&P 500 Index so far this year—the least since 13 in 1995. The all-time record was an incredible three in 1963. What about a big move? The last time the S&P 500 moved at...

 

Monday, September 25, 2017

Consumer Price Index (CPI) data for August, released last week, made headlines after its 1.9% year-over-year headline increase in prices exceeded expectations of 1.8%. This was significant given that the last five monthly CPI reports...

 

Monday, September 11, 2017

September has averaged a -1% return for the S&P 500 Index since 1928*—the worst performance of any month, as noted in last week’s blog. However, although September has historically been a weak period for stocks, bonds have...

 

Wednesday, May 3, 2017

Today we will discuss a brief overview of the market performance in the first quarter, and I will “nerd out a bit” on the current divergence we are seeing between the “hard” and “soft” data. I will explain…stay with me! Stocks had a strong

 

Tuesday, April 25, 2017

Posted by lplresearchPresident Trump’s 100th day in office is right around the corner on April 29. This coincides with a potential government shutdown; so all of this, coupled with the French elections this weekend, could make the remaining

 

Wednesday, March 15, 2017

Stocks started off the year on a positive note around the globe. Here in the U.S., the S&P500 returned 1.9% following December's 2% gain. January's gains continued the market's impressive consistent run up, with gains in 10 of the p

 

Tuesday, January 17, 2017

Happy new year! I hope you had a great holiday season.As we mentioned in our most recent blog “Key Takeaways from 2016”, last year was quite a year… on many fronts. Undoubtedly, there were a few low probability events which were expected

 

Friday, January 6, 2017

Happy New Year, and welcome to 2017! I hope you had a lovely holiday season with your family.Wow! 2016 is in the books, and what a year it was (for the markets, for global events, and for the U.S.). Being that this time of year is a great

 

Wednesday, December 28, 2016

As we presented in the below image, stock market gains tend to happen when the economy is mid-cycle (mid-cycle years are highlighted). This increases the odds of higher equity prices next year, but it is worth noting 2017 is also the first

 

Tuesday, December 6, 2016

The month of November is in the books. We came into the month with the longest Dow losing streak in 35 years and many concerns over the U.S. presidential election. In the end, the fears didn’t materialize and equities had a big move higher.

 

Friday, November 11, 2016

Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of Congress. This outcome marks

 

Wednesday, November 9, 2016

Hello, I hope this finds you well! Today I will share with you a brief overview of the markets in the third quarter, and I will explain why we actually have been in a recession.

 

Thursday, October 27, 2016

Yesterday kicked off the homestretch of 2016, as there were 50 trading days left in 2016. The good news is historically the end of the year has been strong for equities. In fact, going back to 1980, the S&P 500 was up 3.6% on average an

 

Tuesday, September 27, 2016

Hello Everyone! Today, I will share with you a brief overview of the markets last month, and will provide some insights as to what the presidential election in November could mean for the markets.

 

Tuesday, September 27, 2016

We have been getting an increasing number of questions about what a Donald Trump victory in November’s presidential election might mean for markets. There are several reasons for that, including a closer race, the proximity to the first deb

 

Wednesday, September 7, 2016

I attended our broker-dealer’s (LPL Financial) annual conference in San Diego last month, along with 5,999 of my closest friends in the business. I make it a priority to attend these conferences for a few reasons. : (1) they are chock-

 

Wednesday, September 7, 2016

Reston, Virginia – September 6, 2016 – Anne Triana with Curo Private Wealth has been selected as a “Five Star Wealth Manager” in the Washington DC Area by Five Star Wealth Professionals. She will appear in the October issue of Washingt

 

Tuesday, August 23, 2016

Watch Anne's talk with The Dating Advisory Board.

 

Tuesday, August 23, 2016

We will share with you a brief overview of the markets last month, and answer the question : is the US stock market overvalued?

 

Thursday, August 18, 2016

Despite the unexpected Brexit vote in June, which caused a lot of volatility, the S&P 500 was up 2.5% for the second quarter. The gains were driven by the continued recovery in the oil market, which drove crude prices more than 25%

 

Thursday, May 12, 2016

Reston, Virginia – April 11, 2016 - Curo Private Wealth has been awarded as “One of the Top Money Advisers of 2016” by Washingtonian magazine, a popular monthly magazine distributed in the Washington DC area.