SFA Blog'S ARCHIVE

  • Are Stocks for Pessimists?                                                                                                                         BELLATORE December 19, 2016 By: Jonathan Scheid, CFA, AIF® The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, AIF®, President & Chief Investment Officer. 12/16/16 12/9/16 Weekly % Change YTD % Change 12-Month % Change S&P 500 Index […]

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  • 100 days after the Brexit scare, three quarters of a year after the most recent Fed rate hike, the markets once again confounded the instincts of nervous investors and went up instead of down. Last week, Fed Chairperson Janet Yellen told the world that the U.S. economy is healthy enough to weather a rise in […]

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  • How Do Markets Perform in Election Years? August 15, 2016 With all of the seemingly constant coverage of the upcoming election, one of the questions we consistently get from investors is, “How does the President impact the market?” While it is true that the President will set polices that could impact economic results, the reality […]

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  • It has come to our attention that SEI has sent out misaddressed mailings, due to a glitch in their system. These letters were general information and contained no account numbers or other personal details. SEI is aware of the situation and will resend the mailings with the appropriate names and addresses. If you have received […]

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  • Hope you are well and your summer has been a good one so far! I just wanted to let you know that you will receive some correspondence from SEI in the next few weeks regarding a new pricing structure (effective October 1st) and ongoing enhancements they are making to their services and website.  Some of […]

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  • Welcome to Brexit Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but the aftermath could not have been more predictable. The uncertainty of how, exactly, Europe and Britain will manage a complex divorce over the coming decade sent global […]

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  • The popular investment axiom of “sell in May and go away” isn’t off to a great start. U.S. stocks, as measured by the S&P 500 Index, were up 1.8% in the month of May. While the conventional wisdom behind the saying suggests that investors should stay out of the market for the six month time […]

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  • Nobody wants to say it out loud—BUY!—but there’s certainly a lot of murmuring on Wall Street about opportunities for investors as financial markets careen lower and lower. The gloom from January has carried into February, with the S&P 500 index down more than 10% so far this year. Investors increasingly worry that a recession may […]

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  • There’s no diplomatic way to say this: the global stock markets are in panic mode right now. In two weeks of trading, the U.S. S&P 500 index is down 8% on the year, which brings us close to correction territory (a 10% decline), and has some predicting a bear market (a 20% decline). On top […]

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  • The views and opinions contained herein are those of Bellatore Financial, Inc. and have been researched and analyzed by Jonathan Scheid, CFA, President & Chief Investment Officer. By: Jonathan Scheid, CFA Thanksgiving is the time of year to reflect on the many blessings in our lives. We will use this week’s message to show our […]

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