Market Updates

Market Perspectives Q1 2017

Host: Matthew Adams, MBA

Every quarter we put together an economic and market update to share with our clients. Please enjoy the below 12-minute recording. Keep in mind that it is just a snapshot outlook and we will not deviate from our long-term recommendations without consulting you first.

If you have additional questions before your next review meeting, please contact your Client Advisor.

To see a PDF of the slides used in this presentation, please click here.

Disclosures: The information in this presentation is subject to change without notification. Certain statements contained within are forward-looking statements, including, but not limited to, statements that are predictions of or indicate future events, trends, plans, or objectives.  Undue reliance should not be placed on such statements because, by their nature, they are subject to known and unknown risks and uncertainties.  Although the opinions expressed are based upon assumptions believed to be reliable, there is no guarantee they will come to pass.  This information may change at any time due to market or other conditions. International investing entails special risk considerations, including currency fluctuations, lower liquidity, economic and political risks, and differences in accounting methods.  Diversification cannot ensure a profit or protect against a loss. Investments in commodities may be affected by the overall market movements, changes in interest rates and other factors such as weather, disease, embargoes and international economic and political developments. Commodities are volatile investments and should form only a small part of a diversified portfolio. The use of derivative instruments may add additional risk. An investment in commodities may not be suitable for all investors. Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Neither diversification nor rebalancing can ensure a profit or protect against a loss. Real estate may not be appropriate for all investors.  Its value may fluctuate based on economic, regulatory, and environmental factors.  Redemption may be at a price, which is more or less than the original price paid. Do not act upon this information solely, and seek professional guidance before making investment decisions.  This presentation is not intended to provide any specific investment advice. No investment strategy can ensure a profit. Fixed income securities carry interest rate risk, inflation risk and credit and default risks. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss. Interest income generated by municipal bonds is generally expected to be free from federal income taxes and, if the bonds are held by an investor resident in the state of issuance, state and local income taxes. Such interest income may be subject to federal and/or state alternative minimum taxes. Investing in municipal bonds for the purpose of generating tax-exempt income may not be appropriate for investors in all tax brackets. Short- and long-term capital gains and gains characterized as market discount recognized when bonds are sold or mature are generally taxable at both the state and federal level.  Short- and long-term losses recognized when bonds are sold or mature may generally offset capital gains and/or ordinary income at both the state and federal level. Fixed income yields are provided by Barclay’s Capital based on the following sources: US Treasury, Barclay’s Capital, FactSet, and JP Morgan Asset Management, and are represented by Brad Market, US Barclay’s Capital Index, MBS, Fixed Rate MBS Index, Corporate, US Corporates, Municipals, Muni Bond Index, Emerging Debt, Emerging Markets Index, High Yield, Corporate High Yield Index.  Treasury securities date for # of issues and market value based on US Treasury benchmarks from Barclay’s Capital.  Yield and return information based on Bellwethers for Treasury securities. Mission Wealth is a Registered Investment Adviser. This document is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.  California Insurance License # 0D35068.

 

 

Interested in getting started? Please call Dannell Stuart at (805) 690-3850
or email her at dstuart@missionwealth.com.

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