Blog

Q3 2018: Economic Commentary

Global financial markets posted mixed results during the second quarter of 2018 as investors balanced strong earnings, an improving labor market and better economic growth here in the U.S. with political turmoil in Europe and deteriorating trade relations worldwide. We present a few highlights from the 2Q18 below:

  • Despite heightened geopolitical rhetoric, the S & P 500, the Dow Jones Industrial Average, and the technology-heavy Nasdaq Composite continued to trade near record highs amid positive economic data and strong corporate earnings. On the economic front, the Federal Reserve raised interest rates by 25 basis points in June to a range of 1.75% to 2%, and upgraded their assessment of U.S. economic growth. Consequently, the FOMC now anticipates raising interest rates four times in 2018.
     
  • Developed international equity markets produced mixed results during the second quarter on political turmoil in Spain and Italy, and rising trade tensions with the U.S. Gains came out of Europe, while the Pacific region lagged. On the political front, the prospect of new elections in Italy and a vote of no confidence against Spanish Prime Minister Mariano Rajoy renewed fears of a Eurozone breakup. In the emerging markets, returns were held back by weak performances from Latin America heavyweights Brazil and Mexico.
     
  • Within fixed income, results were mixed as the Fed raised interest rates and the U.S. dollar rose sharply against most major currencies. The 10-year U.S. Treasury briefly traded above the key psychological level of 3% for the first time since January 2014 before settling slightly lower to end the second quarter. Foreign un-hedged bonds and emerging markets debt fell sharply as the U.S. dollar strengthened. Investment grade core U.S. fixed income produced lackluster results, while high yield credit fared marginally better.
     
  • Real estate, both in the U.S. and abroad, advanced during the quarter. In a reversal of the prior quarter, international real estate underperformed U.S. real estate. Commodities ended the quarter higher as energy prices remained resilient. Similarly, MLPs benefited from higher oil prices, an uptick in M&A activity and lack of any significant headline news.

An important lesson from 2Q18:

  • The second quarter of 2018 was a good reminder that investors must remain mindful of geopolitical and other event risk and the associated volatility that comes with it. The second quarter was marked by heightened global trade tensions, and in Europe politics was front and center, leading many to wonder if select policy decisions, legislation or elections were enough to derail financial markets. As we enter the second half of 2018, it is more important than ever to remain properly diversified. It is our continued belief that remaining patient and adhering to a well-constructed and diversified investment portfolio anchored to your time horizon and goals remains the prudent course of action.
Most Recent

Economic Commentary - Q1 2019

By Lineweaver Financial Group
January 07, 2019 Category: Economic Commentary, 2019, Q1

Global financial markets experienced heightened volatility during the fourth quarter of 2018 as concerns surrounding higher interest rates here in the U.S., and uncertain trade and tariff relations worldwide, weighed heavily on investor sentiment. We present a few highlights from the 4Q18 below: U.S. equity markets sold off sharply during the fourth quarter in volatile and choppy trade, with large intra-day moves the norm. In this risk-off environment, the S P 500, the Dow Jones Industrial Average and the technology-heavy Nasdaq Composite traded sharply lower. On the economic front, U.S. economic data remained strong. However, there are potential international and domestic headwinds that could dampen growth, particularly uncertainty surrounding trade policy for U.S. businesses. Developed international equity markets posted steep declines in tandem with those here in the U.S. Financial markets in the Eurozone generally lagged those in the Pacific ex-Japan region as Brexit worries persisted.

HealthWatch: Healthy Cooking Habits

By Lineweaver Financial Group
January 07, 2019 Category: Healthwatch, Healthy, Cooking, Tips

3 Easy Tips for Healthier Cooking When it comes to healthy cooking, a lot of focus goes into choosing good ingredients loaded with the nutrients you and your family need. But the truth is, the way you prepare food can be just as important as what you buy. Certain cooking techniques will help maximize your foods nutrition, while others will minimize the intake of less healthy elements like added sodium and unhealthy fats. Here are three simple ways you can easily adjust your cooking for a healthier lifestyle! 1. Treat Your Vegetables Right Boiling and overcooking certain vegetables robs them of vitamins, minerals, and antioxidants. By steaming them instead, you will preserve more nutrients in vegetables than boiling, stir-frying, or even blanching. For canned vegetables, you can lower their sodium content by up to 40% by rinsing them in water. However, rinsing can also remove some of the Vitamin C from some canned vegetables. Using no- or low-sodium canned foods is an even easier way to

Letter From the President Q1 2019

By Lineweaver Financial Group
January 07, 2019 Category: Letter From The President, Jim Lineweaver, New Years Resolutions

5 Financial Resolutions to Make in the New Year Most major new years resolutions are pretty common, and often many of them are financial. 1. First things frst--the base of any good financial plan is insurance. You want to make sure all your insurance policies are in proper order. This includes life insurance, disability insurance, long-term care insurance (if you are retired), making sure your property and casualty limits are appropriate, and even an umbrella policy especially if you have kids or young drivers in the house. 2. The second is to pay yourself first. We generally recommend saving 15-20% of your gross income. First make sure some of this goes into an emergency reserve for you, which is usually 3-6 months of your after-tax income. Then try and maximize your pre-tax or ROTH contributions to get money tax deferred or tax free for retirement. 3. Number three is to ask yourself - are your financial goals on track? This can range from funding your kids education to buying that

Categories
Newsletter (27)
Retirement Planning (14)
Financial Planning (11)
Letter From The President (11)
Retirement (10)
Economic Commentary (10)
Lineweaver (10)
Tax (9)
Healthwatch (8)
Market Commentary (8)
General (6)
Education Programs (6)
Taxes (4)
Q3 (4)
LFG (4)
Bonds (4)
Social Security (4)
Market (4)
Tax Planning (4)
Market Review (3)
2017 (3)
IRA (3)
Finance (3)
Tax Law (3)
Diversification (3)
Q2 Newsletter (2)
Stocks (2)
Investing (2)
Tax Cuts And Jobs Act (2)
Rising Interest Rates (2)
Investments (2)
(2)
Insurance (2)
Client Spotlight (2)
Social Security Benefits (2)
2016 (2)
Financial Strategies (2)
High Income (2)
Interest Rates (2)
2019 (2)
Tax Scams (2)
Brexit Update (2)
Trump (2)
Estate Planning (2)
Charitable Giving (1)
Letter From The President New Years Resolutions (1)
Travel Tips (1)
Transfer Real Estate (1)
Bruce Motko (1)
New Website (1)
Tax Cuts (1)
Q2 (1)
Eat More (1)
Reallocation (1)
529 Plans (1)
RMD (1)
New Tax Law (1)
Trading (1)
NAFTA (1)
Defer Tax (1)
Tariffs (1)
Lose Weight (1)
Jobs (1)
Distribution (1)
Top Financial Strategies Of The Wealthy (1)
Market Pullback (1)
Market Review 2017 (1)
Statements (1)
Travel (1)
Eye Strain (1)
Tips (1)
Cooking (1)
Healthy (1)
New Years Resolutions (1)
Jim Lineweaver (1)
Financial Goals (1)
Market Outlook (1)
Portfolio (1)
Vacation Home (1)
Exercising (1)
James Lineweaver (1)
Quarterly Newsletter (1)
Financial Quarterback (1)
2018 (1)
Screens (1)
Markets (1)
Vacation From Investments (1)
Marital Trust (1)
Bloodline Trust (1)
Trusts (1)
Grand Kids (1)
In Laws (1)
Q3 Newsletter (1)
Summer (1)
Advice (1)
Bitcoin (1)
Investment (1)
Cryptocurrency (1)
Market Volatility (1)
Drink Water (1)
Inheritance (1)
Financial (1)
Kids (1)
Holiday Planning (1)
Business Owners (1)
Self Employed (1)
Retiring (1)
Legacy (1)
Retire Early (1)
Retire (1)
Q1 2017 Newsletter (1)
Winter 2017 (1)
Market Update (1)
2016 Market (1)
1st Quarter (1)
Holiday Gifts (1)
Stockpile (1)
Financial Health (1)
Annuities (1)
Fall 2016 (1)
Politics (1)
Candidates (1)
Election (1)
Gifting (1)
Harvest For Hunger (1)
Service Day (1)
Women And Money (1)
Charitable Contributions (1)
Social Security Planning (1)
Financial Advisor (1)
Financial Advice (1)
Retirement Tips (1)
Annuity (1)
Annuity Alternatives (1)
Introducing (1)
North Korea (1)
Tax Cuts And Job Act (1)
Third Quarter (1)
Identity Theft (1)
Fraud (1)
2017 Q4 (1)
Mark Sipos (1)
Equifax (1)
401(k) (1)
Costs (1)
Expense (1)
Mutual Funds (1)
Lineweaver Wealth Advisors (1)
Conflict (1)
Coordination (1)
Life Insurance (1)
Protection (1)
Risk Management (1)
REITs (1)
Real Estate (1)
Growing Your Wealth (1)
Charitable Remainder Trust (1)
Private Foundation Charitable Lead Trust (1)
Donor Advised Fund (1)
Charity (1)
Roth (1)
Policy (1)
Bonds Ladder (1)
Dividend (1)
Q1 (1)
+ Show More

Terms and Conditions | Privacy Policy | Disclosures

Lineweaver Financial Group ©
Powered by Virteom Logo Virteom