Russell Harris - Signature Wealth Management Group

Fact Of The Week 13 April 2022 | Bond Funds Underperforming

Bond funds have been significantly underperforming in 2022, contact us to learn more about what you can be doing with your fixed income. DID YOU KNOW? If the year ended today, it would be the worst in history for the US Bond Market with a loss of over 8% YTD. SOURCE: BLOOMBERG US AGG BOND INDEX, COMPOUND CAPITAL ADVISORS This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states [...]

By Russell Harris|2024-01-30T19:15:32-05:00April 13, 2022|Economic Insights, Investments, Of Interest|

Fact Of The Week 7 April 2022 | Change in Household Net Worth

Total change in household Net Worth increased for the third consecutive year, marking the largest year over year increase in history. FACT OF THE WEEK The Net Worth of US households increased by $18.2 trillion in 2021, which is the largest increase in history. SOURCE: FEDERAL RESERVE , COMPOUND CAPITAL ADVISORS This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where it is properly registered, or is excluded or exempted [...]

By Russell Harris|2024-01-30T19:16:35-05:00April 7, 2022|Economic Insights, Of Interest|

Fact Of The Week 30 March 2022 | Fiscal & Monetary Policies

Due to a combination of fiscal and monetary policies since the onset of the pandemic, the US M2 Money Supply 2-year change is at an all-time high. DID YOU KNOW? The US Money Supply has increased 41% in the last 2 years, which is the largest 2-year increase in history. Source: US M2 Money Supply , Compound Capital Advisors This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where [...]

By Russell Harris|2024-01-30T19:17:07-05:00March 30, 2022|Economic Insights, Of Interest|

Fact Of The Week 16 March 2022 | Nasdaq Composite Index

As of March 15th, the Nasdaq Composite Index has entered a bear market. Reach out to us to see how this impacts your financial plan and retirement. DID YOU KNOW? The NASDAQ Composite Index is down over 20%, which is classified as bear market territory. Source: Factset 3/15/22 This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where it is properly registered, or is excluded or exempted from [...]

By Russell Harris|2024-01-30T19:17:50-05:00March 16, 2022|Economic Insights, Investments|

Fact Of The Week 9 March 2022 | U.S. Trade Deficit

DID YOU KNOW? With imports surging and exports declining, the U.S. trade deficit reached a record high in January. SOURCE: WALL STREET JOURNAL This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. [...]

By Russell Harris|2024-01-30T19:19:29-05:00March 9, 2022|Economic Insights|

Fact Of The Week 2 March | Life Insurance Coverage

Over the last decade, life insurance coverage has been steadily decreasing. Reach out to us to see if you have the proper coverage in place for you and your family. DID YOU KNOW? Since 2011, life insurance coverage for American adults has decreased by over 10%. Source: 2021 Insurance Barometer Study, LIMRA & Life Happens This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where it is properly [...]

By Russell Harris|2024-01-30T19:20:56-05:00March 2, 2022|Insurance|

Fact Of The Week 23 February 2022 | Average Home Prices

Average home prices in major U.S. metropolitan areas rose 18.8% in 2021. Do you know which city had the fastest home-price growth in the country? DID YOU KNOW? In 2021, average U.S. home prices in metropolitan areas had the largest calendar-year increase since the Case-Shiller index began in 1987. Source: WSJ, S&P CoreLogic Case-Shiller National Home Price Index This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states where it is [...]

By Russell Harris|2024-01-30T19:21:31-05:00February 23, 2022|Economic Insights|

Fact Of The Week 16 February 2022

Both the S&P500 and the US 10-Year have a negative return in 2022. It would be very rare for both indexes to end the year negative based on historical data. DID YOU KNOW? Since 1928, the S&P500 and the US 10 Year Treasury Bond have both finished the year with a negative return only 4 times. Source: NYU Stern & Factset This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management Group only transacts business in states [...]

By Russell Harris|2024-01-30T19:22:06-05:00February 16, 2022|Economic Insights|

Fact Of The Week 26 January 2022

Volatility and corrections in the market are nothing new. Reach out to us to make sure your asset-allocation is properly aligned for this latest correction in the market. DID YOU KNOW? In the last 42 years, the S&P 500 has experienced an average intra-year decline of 14%, yet has ended positive in 32 of those years. Source: JP Morgan Guide to the Market Dec 2021 This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment adviser with the SEC. Signature Wealth Management [...]

By Russell Harris|2024-01-30T19:23:05-05:00January 26, 2022|Economic Insights|

On This Day In History January 24, 1848

ON THIS DAY IN HISTORY THE CALIFORNIA GOLD RUSH January 24, 1848 On this day in history, James W. Marshall discovered gold on the property of Johann A. Sutter near Coloma, California. Although met with skepticism at first, President Polk endorsed the discovery in December 1848 initiating the explosion of the Gold Rush. Nearly 100,000 people arrived in California in 1849, providing the origin of their nick-name "forty-niners". Source: Library of Congress This material is for informational or educational purposes only. Signature Wealth Management Group is registered as an investment [...]

By Russell Harris|2024-01-30T19:23:45-05:00January 24, 2022|Of Interest|

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