Investments - Signature Wealth Management Group

Market Update: May 17, 2024

Welcome to the Monthly Market Update from Signature Wealth Management. I’m Brian Ransom, Research Director from Signature Wealth and here’s what happened in the market this month. Let’s start off with a quick inflation update and how that has affected the markets. We did get a CPI reading for the month of April which came in at 3.4% year/year. This is a very slight drop from March. The market actually took this month over month drop positively. At the very least, inflation isn’t increasing and is holding [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-29T11:49:17-04:00May 28, 2024|Economic Insights, Insights, Investments, Videos|

Scary Tweet Right?

Scary tweet, right? This particular tweet from *checks notes* TicTocTick made news on May 7, 2024, caught over 82,000 views, received 526 likes, and was reposted 117 times. What’s really scary about this tweet is it’s not true. From the fact that yield curve didn’t exist in 1929 (not really, anyways) to the false implication that inversion length translates 1:1 to recession strength, this tweet packed in a lot of falsehoods in just a couple sentences. But it is believable enough to scare a lot of people into retweeting, making [...]

By Brian Ransom, CFA®, MBA, MS|2024-05-28T14:29:05-04:00May 28, 2024|Economic Insights, Financial Planning, Insights, Investments|

Southern Company Update, 1st Quarter 2024

Southern Company stock, along with many other utilities, has had a rare, strong rally over the last couple of weeks. Heavy buying in the utilities sector can often be a harbinger for market volatility especially if it comes at the expense of the riskier sectors like consumer discretionary stocks (clothing, vehicles, restaurants, etc.). And that’s pretty much what we’ve seen with the rally beginning April 16. Stocks like LuluLemon, Nike, and Starbucks have sold off while utilities rally in conjunction. Ultimately, this is all short-term noise for Southern shareholders though. [...]

By Brian Ransom, CFA®, MBA, MS|2024-08-27T10:55:32-04:00May 13, 2024|Economic Insights, Insights, Investments, Southern Company|

Soft Landing

If you’ve been listening to the financial news for the past year, you’ve probably heard many times the phrase “soft landing” when it comes to the Federal Reserves goal of reducing inflation. The Fed set out on a phase of tightening in the spring of 2022 after realizing inflation wasn’t so “transitory.” Those rate increases were very difficult for the stock and bond markets to digest in 2022, but we haven’t seen the broader economic pullback that most economists predicted in 2023/early 2024. A “soft landing” implies a reduction in [...]

By Scott Bishop|2024-04-01T16:27:45-04:00April 1, 2024|Economic Insights, Insights, Investments|

Interest Rates & Inflation – What Gives?

Last I (Ian) checked, the year is 2024, not 2022, so why are we still talking about interest rates and inflation? The markets seem to be humming along. Our government keeps publishing GDP numbers that put any inkling of a recession in doubt. Consumers continue to spend their money like they always have. But just as we started popping the champagne on easing inflation and the hopes of interest rate decreases, inflation decided it has some life left in it. January’s CPI report came in hotter than expected, a 3.1% [...]

By Ian Payne|2024-02-28T16:46:46-05:00February 28, 2024|Economic Insights, Investments|

The Debt Maturity Wall

The market movement over the last couple of months can really be summarized by one graph. In my humble opinion, this is the most important graph in all of finance right now and the market is just now starting to digest its implications. This is graph of the 10-year treasury bond yield that broke its multi-decade downward trading pattern back in 2022 and continues to rise here in 2023. Stocks and bonds, farms and businesses, homeowners and renters, credit card owners and issuers, student borrowers and universities, Congressmen and their [...]

By Brian Ransom, CFA®, MBA, MS|2024-01-30T18:33:29-05:00October 30, 2023|Investments|

Big Bifurcation: 10-year Treasury vs. Equal Weight Consumer Staples

Big bifurcation in momentum between the 10-year treasury yield (purple) and equal weight consumer staples (blue)! Staples are typically low volatility stocks with predictable earnings. But the rapid increase in the 10-year yield has forced a sell-off on both an absolute (top graph) and relative-to-S&P500 basis (bottom graph). Source: FactSet Research Systems. (n.d.). Equal weight consumer staples vs 10-year treasury yield benchmark (Interactive Charts). Retrieved October 12, 2023, from FactSet Database. This material is for informational or educational purposes only. Investing involves risk including the potential loss of principal. No [...]

By Brian Ransom, CFA®, MBA, MS|2024-01-30T18:34:57-05:00October 13, 2023|Investments|

Fact Of The Week 4 May 2022 | Technology Stocks

Technology stocks were hit especially hard in April. Contact us to see what this means for your retirement portfolio. DID YOU KNOW? April 2022 was the worst month for the Nasdaq Composite Index since 2008. 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 [...]

By Russell Harris|2024-01-30T19:13:19-05:00May 4, 2022|Investments, Of Interest|

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 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|

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