Category Archives for "Financial News"

Oct 14

3rd Quarter Client Note

By Steven Smith | Financial News , Waypoints

After a fitful bout of volatility during the month of August, including an 800 point one-day drop in the Dow Jones Industrial Average, the S&P 500 (Total Return) Index turned in a respectable 1.70% gain for the quarter. That brought the year-to-date return to an extraordinary 20.55%. (For context, the most recent 12-month return, which […]

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Sep 20

Is Cryptocurrency the Future of Real Estate?

By Steven Smith | Financial News , Meanderings , Money

A couple of forward-thinking real estate professionals in Boulder are prognosticating that the blockchain technology and Bitcoin – the most popular form of digital currency – will revolutionize real estate transactions, the Boulder Daily Camera reports. And they may be right. At least in part. Jim Merrion, a Boulder realtor, claims to have promoted Colorado’s […]

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Jan 14

4th Quarter Client Note – Preparing for an Inevitable Bear Market

By Steven Smith | Financial Lifestyle , Financial News , Investment Management , Newsletters

Global equity markets defied predictions – and perhaps even gravity – in 2017. The S & P 500 (total return) index increased 21.83%, landing in the top third best performances in its history. Foreign markets, buoyed by a falling dollar, performed even better. The MSCI World ex USA (net dividends) Index gained 24.21%. The MSCI […]

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