In the months leading up to another historic presidential election in the United States, most investors had polarizing views about how the economy and stock markets would react depending on who was in the oval office. One side viewed another four years of Trump as the only way the economy could continue to grow and the stock markets continue to go up. On the other hand many people believed that without Joe Biden in the White House, the economy was going to experience a period of catastrophic policy changes sending America’s international standing and economy into the toilet. Only time will tell which side was right but here are some historical facts to better understand what the outcome to your investments might be.

Green Shoots in the Bond Market

by Mike Wedekind, Investment Analyst, Envestnet PMC on
In September, scientists from the National Oceanic and Atmospheric Administration (NOAA) announced that in 2018, Earth’s atmospheric concentration of carbon dioxide (CO2) averaged 407.4 parts per million (ppm). According to NOAA, this represented the highest concentration of CO2 in the atmosphere for at least the last...

Social Security Facts for 2019

by Tom Brown on
Categories
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than...

The Unending Brexit Drama

by Dan Horman, CFA, Research Analyst, Envestnet PMC on
Categories
Has any political referendum led to more consternation and hand wringing than Brexit? Nearly three and a half years after the United Kingdom voted to usher in a new epoch in European history, we still do not have a clear...

October Monthly Recap

by Nathan Behan, SVP Investment Analyst, Envestnet PMC on
The domestic equity markets returned to a more risk-on posture from the more defensive tone of the previous month. Interest rates were cut for a third consecutive time, planned tariffs on Chinese goods were postponed, and Brexit was...

Planned Giving Goes Further

by Tom Brown on
Categories

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Why Financial Literacy is Important

by Tom Brown on
Categories

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

ESG Entering the Mainstream

by Ramasubramaniam, CFA, Envestnet PMC on
Categories
Funds that focus on environmental, social, and governance (ESG) advancement attracted about $8.9 billion worth of net inflows during the first six months of the year, according to data from Morningstar. That is more than a...

Beta Shifts, P/E, and a New “New Normal”?

by Beau Noeske, CFA, VP, Senior Investment Analyst, Envestnet PMC on
Categories
We learned in Finance 101 that beta is a metric designed to gauge sensitivity. A stock with a beta of 1.50 relative to the S&P 500 Index should, on average, gain or lose $1.50 for every $1 gained or lost by the index. Growth stocks, which often have relatively high...