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What’s on our mind? You can read about it in our blog. Pharos Wealth Management has developed a forum for keeping in close contact about or thoughts and ideas.  Check in from time to time to see our regularly updated blog covering financial markets, financial planning strategies and other random, fun tidbits.  

 

Wednesday, August 9, 2017

Buy the dip? What dip? Beyond the gains in stocks this year and all of the all-time highs, perhaps the biggest story for the S&P 500 in 2017 is the absence of pullbacks. Here we discuss the lack of pullbacks, what could cause the next...

 

Sunday, June 18, 2017

A major shift is underway that may totally change the fundamentals of the remaining pieces of this economic cycle. The Federal Reserve (Fed) lived up to the expectation that it would stick to its rate hike path. That includes the...

 

Tuesday, April 18, 2017

Here are the key takeaways: Longer-term technical indicators on equities continue to look strong. Sentiment is mixed, but with uncertainty high, the potential for increased market volatility is on the rise. There are a few significant...

 

Tuesday, April 11, 2017

We're looking at financial growth - The S&P 500 is pushing for double-digit earnings growth in the first quarter. Earnings season gets underway this week and public companies are poised to show a strong increase in their bottom line....

 

Tuesday, March 28, 2017

This week we share four major factors driving the stock market in 2017: 1) economic growth, 2) earnings, 3) corporate tax reform, and 4) the Federal Reserve (Fed). We expect a hard-fought battle between these factors and market risks,...

 

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Tuesday, March 14, 2017

Here are the key takeaways: The bull market celebrated its eighth birthday last week on Thursday, March 9, 2017. During that eight-year period, the S&P 500 Index tripled in value including dividends. Although valuations are rich and...

 

Wednesday, February 22, 2017

Here are the key takeaways from this week's market commentary: Overall U.S. oil consumption is still below its 2007 peak. Changes in U.S. oil demand have occurred partially due to government regulations that either have changed or are...

 

Wednesday, February 15, 2017

Here are the key takeaways: We evaluate real estate investments by looking at three key cycles: the economic cycle, the building cycle, and the interest rate cycle. We believe we are in a good spot in the economic cycle for real estate...

 

Wednesday, February 8, 2017

Here are the key takeaways:: NAFTA’s history is one of both bi-partisanship and deep-seated rancor. The agreement has been successful at increasing trade between all three countries. NAFTA remains controversial because its...

 

Wednesday, January 18, 2017

Here are the key takeaways from this week's market commentary: Small cap stocks have strongly outperformed large caps since Election Day. Strength has been driven by several election related factors, including prospects for corporate...

 

Tuesday, December 20, 2016

Here are the key takeaways from this week's market commentary: Our stock market forecast was largely on target for the year, while we appropriately maintained our year-end stock market forecast during the February market lows....

 

Tuesday, December 20, 2016

Ok, so you know you're supposed to hire a financial advisor to better prepare you for your future...but do you know what questions to ask? Do you know how to find the best financial advisor for you? We've compiled a list of just a few...

 

Tuesday, December 13, 2016

Here are the key takeaways from this week's market commentary: Stocks and the 10-year Treasury yield have historically moved in the same direction when the yield has been below 5% as it is currently. Stocks have mostly interpreted...

 

Sunday, November 27, 2016

What a difference a year makes. At this time last year, the market had finally recovered from an August swoon that left the S&P 500 more than 10% off its all-time highs, the first 10% correction in more than four years, with the worst...

 

Wednesday, November 16, 2016

Here are the key takeaways from this week's market commentary: We reflect on last week’s surprising stock market reaction to Donald Trump’s unexpected election victory. The S&P 500 gained 3.8% last week, its best since...

 

Wednesday, November 9, 2016

November 9, 2016Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive campaign. In addition, the Republican Party has retained control of both houses of...

 

Wednesday, November 2, 2016

Here are the key takeaways from this week's market commentary: Many measures of investor sentiment indicate widespread uncertainty about the direction of markets. The age of the bull market, U.S. elections, the possibility of a...

 

Wednesday, October 26, 2016

Here are the key takeaways from this week's market commentary: In our election playbook, we discuss some investments that could possibly receive an election boost. Some areas that may fare better under Clinton include: alternative...

 

Monday, October 24, 2016

Here are four strategies couples can use to help increase their combined Social Security income. These approaches were written into Social Security law to encourage retirees to delay taking benefits, reducing costs for the Social...