Shaw Financial

21 Jun MIDYEAR OUTLOOK 2017

We forecast 6–9% returns for the S&P 500 Index in 2017. As investors increasingly trust that the economy can stand on its own without the need of monetary policy support, business fundamentals should take over as the primary market engine and corporate profits will take on increasing importance. We...

13 Jun Hurdling Overseas Earnings

Overseas earnings were even better than expected during the first quarter (Q1) of 2017. Global equity analysts were looking for strong earnings growth from overseas companies after years of flat to declining earnings; for the most part, those markets delivered. Stock markets themselves responded, with international markets generally outperforming...

06 Jun BEIGE BOOK: WINDOW ON MAIN STREET

BEIGE BOOK SUGGESTS CONTINUED MODEST ECONOMIC GROWTH The latest edition of the Federal Reserve’s (Fed) Beige Book, released Wednesday, May 31, 2017, continued to deliver a positive view of the U.S. economy. The Beige Book is a qualitative assessment of the domestic economy and each of the 12...

31 May Weekly Economic Commentary

Summer will soon be here, as June 2017 brings with it longer days and summer vacations in the United States. It is also a month with three major central bank meetings. So far in 2017, the global equity rally has continued with new highs in the U.S., Europe,...

23 May Weekly Market Commentary

What are we telling our investors? Focus Focus on fundamentals. It was an up-and-down week for stocks as market participants became increasingly worried that the Trump administration’s agenda was in danger following the latest news surrounding the Russian investigation. On Wednesday (May 17), the S&P 500...

22 May Client Market Watch Letter May 2017

Dear Valued Investor:   Another earnings season is in the books and it was a good one. With more than 90% of S&P 500 companies having reported first quarter 2017 results, S&P 500 earnings are tracking to a solid year-over-year increase of more than 14% (Thomson Reuters...

07 Mar Your Parents & Retirement

There’s nothing quite like the sense of security and accomplishment that comes with knowing you’re on the path to a comfortable retirement. But, that feeling can quickly dissolve into stress—even guilt—when you discover your parents are lagging far behind you on the path to their...