Monthly Archives: March 2016

Fund Spotlight: Vanguard Convertible Securities (VCVSX)

Convertible securities funds offer the security of bonds without sacrificing upside potential in the equity market. This often overlooked asset class provides investors with a means to soften volatility over the long term. Investors with a well-balanced portfolio who are … Continue reading »

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Market Perspective for March 14, 2016

The market opened Monday with a four-week rally under its belt, the best stretch of performance since November of 2015, and managed to maintain those gains despite another drop in oil prices. The European Central Bank cut rates to negative … Continue reading »

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Global Momentum Guide for March 14, 2015

- WEEKLY SECTOR PERSPECTIVE - Equities rallied for the fourth straight week. Gains were tempered by natural resources, which fell over the past few days. This was exemplified by Global X Copper Miners (COPX), which had been up 43 percent over the past month, but fell 2.11 percent last week. While ...more
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Market Perspective for March 11, 2016

Major indexes closed out a third week of consistent gains with a Friday rally into bullish territory.  The European Central Bank’s decision to increase market intervention seemed to fizzle on Thursday, with most markets low or flat as the euro … Continue reading »

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ETF Watchlist for March 9, 2016

SPDR S&P 500 (SPY) iShares Russell 2000 (IWM) S&P Midcap 400 (MDY) SPDR DJIA (DIA) PowerShares QQQ (QQQ) SPDR S&P Dividend (SDY) SPY has climbed above $199, which represents an important resistance level. A pullback before moving higher is possible, … Continue reading »

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Market Perspective for March 7, 2016

Markets are looking to advance for a fourth consecutive week as oil and financial sector stocks start the week strong. U.S. employment data has increased the odds of a Fed rate hike later this year, fueling a rally that has … Continue reading »

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Investor Guide to Fidelity Funds for March 2016

The Investor Guide to Fidelity Funds is NOW AVAILABLE. Click Here to read.   - Market Perspective: Markets Look to Recoup Early 2016 Losses - Nearly 70 percent of S&P Index companies have beaten earnings estimates, according to FactSet Research, with 48 percent beating sales estimates. Of ...more
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Global Momentum Guide for March 7, 2016

- WEEKLY SECTOR PERSPECTIVE - Equities experienced the third consecutive weekly advance, alleviating many concerns investors felt over the first month of 2016. Gains over the past few days were led by the commodity and emerging market sectors. Steel manufactures were aided by the U.S. government’...more
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Market Perspective for March 4, 2016

February’s volatility gave way to a substantial rally over the first few days of March with a spike on Tuesday that was maintained throughout the week. The People’s Bank of China lowered bank reserve requirements, fueling a rebound in commodities. … Continue reading »

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ETF Watchlist for March 2, 2016

SPDR S&P 500 (SPY) iShares Russell 2000 (IWM) S&P Midcap 400 (MDY) SPDR DJIA (DIA) PowerShares QQQ (QQQ) SPDR S&P Dividend (SDY) The S&P 500 Index appears to be repeating its summer 2015 performance. The index dipped in August, to … Continue reading »

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