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After a wild 4th Quarter in the markets the S&P 500 index ended down -4.4 for the year, it’s worst return since 2008. As is usual, the short term outlook is murky. LPL Financial along with all other investment firms attempt to provide a bit longer view with their Annual Outlooks for the coming year. The consensus message remains the same, business and economic fundamentals still point towards the likelihood of growth and not an imminent recession. These fundamentals don’t always tell the whole story but they still remain the most reliable indication of the direction of the economy and market investments.
The following link is the executive summary of LPL Financial’s Outlook 2019 “FUNDAMENTAL: How to Focus on What Really Matters in the Markets”
Please contact us if you would like to receive a copy of the entire report.
Here’s to a prosperous 2019!
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.
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Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies