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Market Challenges and the Coming Election

By Lineweaver Financial Group
September 10, 2020 Category: General, Market, Election

Key Points Challenges include elevated virus transmissions, high unemployment levels, the Presidential election and stretched valuation metrics Monetary and fiscal policy combined with vaccine developments are likely to continue to support risk assets 2020: A Historic Year 2020 will be remembered as the year the coronavirus severely tested the basic freedoms and tenets of capitalism in the United States. The virus has proven to be highly efficient in disrupting many of the daily routines we typically take for granted. Like an engine needs clean oil to operate smoothly, the free movement of people, goods, and capital are key lubricants capitalism needs to operate smoothly. The virus is near-perfect friction to this free movement. As we have witnessed, businesses and education systems have difficulty functioning without free movement. Unfortunately, we have also felt the human tragedy the virus has created with nearly 775,000 deaths globally,5 a number that will sadly go higher. For

Sell in May and Go Away: Two Market Myths to Avoid this Summer

By Lineweaver Financial Group
July 02, 2019 Category: Sell In May And Go Away, Market, Stock, Buy, Sell

by Jim Lineweaver, CFP, AIF Theres an old saying youve probably heard that says Sell in May and Go Away. But is that good advice? Whats the best thing for you and your investments over the historically slower summer months? The phrase sell in May and go away is thought to originate from an old English saying, and it turns out it did have some validity, at least from 1950 to around 2013. During that time, the Dow had an average return of only 0.3% during the May to October period, according to Forbes. But, since 2013 theres good reason to believe thats no longer the case. For example, the SP 500 rose nearly 7% from the beginning of May 2017 through the end of October, according to YCharts. The blue-chip index was up 5% during May through October of 2016 as well. Another common myth is the October Effect, which is the perception that stocks tend to decline during the month of October. Most statistics go against the theory. Some investors may be nervous during October because the dates

Market Outlook 2019

By Lineweaver Financial Group
January 07, 2019 Category: Market Outlook, 2019, Market, Financial Goals

By Chad Roope CFA, Lead Portfolio Manager - Fundamentum The recent equity market correction has no doubt been uncomfortable. As of the end of year close, the SP 500 ended the year to date down 6.24%. Concerns about slowing global economic growth, worries that the Federal Reserve is pushing interest rates too far too quickly, fears around the US/China trade war and uncertainties about a US Government shut down have all combined to create downside volatility that weve not experienced in a few years. While we agree this is all concerning and that we are likely to continue to see more volatility in the shorter-run, we do not see an economic recession in 2019 based on the data we see today. US corporate earnings growth is likely to be reasonably strong in the first half of 2019, manufacturing data remains in expansionary readings in the US, US unemployment continues to be at historically low levels, and consumer confidence remains relatively high as well. Those are all good signs as well

How We Help Protect Your Portfolio in a Market Pullback

By Lineweaver Financial Group
February 07, 2018 Category: Market, Market Pullback, Reallocation

What Happened in the Markets This Past Week? After a period of historic market tranquility in 2017, a few weeks ago we reallocated and rebalanced our portfolios in order to provide greater opportunities and to help reduce risk going forward into 2018. With the rapidly changing market conditions of the last week, its more important than ever to be sure you are diversified, and properly balanced and allocated. Because we took a pro-active approach to managing our clients accounts, they are in a better position to weather the volatility that has been generally absent from the markets for the past year. On Monday, February 5th, the SP 500 Index and Dow Jones Industrial Average (DJIA) both fell more than 4%, marking the worst one-day percentage decline since August 2011. When combined with declines from last Friday, the last two trading sessions resulted in these indices falling more than 6%, bringing the indices back to levels as of mid-December 2017. Remarkably, the recent sell-off ends

North Korea and the Market

By Lineweaver Financial Group
August 21, 2017 Category: North Korea, Market, Conflict, Lineweaver Wealth Advisors

August 21, 2017 We know that many of you have been interested in the events unfolding between President Trump and North Korean Leader Kim Jong-un. Keep in mind that: Rhetoric does not necessarily equal action:No doubt there has been much bluster in the media lately between President Trump and North Koreas Leader, Kim Jong-un. We should keep in mind, however, that rhetoric is not the same as action. Rest assured that military policy decisions are not being based on President Trumps tweets or Kim Jong-uns statements. President Trump is surrounded by a strong cabinet of highly accomplished and highly experienced military leaders including Gen. James Mattis, Gen. John Kelly, and Lt. Gen. H.R. McMaster. We should trust these leaders to guide our Nation through times of crisis. Market performance in times of conflict:History provides relevant context with respect to market performance in times of conflict. Since 1900, there have been 7 major geopolitical crises that have included armed

2016 Election: A Breakdown of the Candidates

By Lineweaver Financial Group
September 22, 2016 Category: 2016, Election, Candidates, Politics, Market

In an election year that appears to be anything but conventional, voters may have slightly better clarity on Donald Trump and Hillary Clinton and where they stand on key issues following the conclusion of the two major political party conventions. Differences in economic policies of Clinton and Trump mostly follow along party lines and viewpoints about the role of government. Clinton proposes a measured agenda. It is one that offers change, but without revamping the existing system and without throwing aside longstanding practices such as staying within budget constraints. Trump is focused on three main economic policy issues: 1) raise barriers to immigration; 2) impose large tariffs on goods from Mexico and China; and 3) enact large tax cuts. The presidential candidates policy platform on key issues is detailed on the following pages and is reflective of information released as of September 12, 2016. However, details are expected to continue to emerge or change as the official debate

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