Why Choose Client Focused Financial?
We're on a mission to make sure you are on track to reach your financial goals. Every day we speak with people who don't have an advocate in their corner working for their best interest, helping them reach their financial goals.
Our goal is to be your financial partner and guide you to financial success.
To help you get the service and unbiased advice you deserve.
WE'RE FIDUCIARY ADVISORS
If you need help with your investments, we believe a financial partner is the answer. Our team of fiduciary advisors puts your interests first.
REGULAR REVIEWS ARE KEY
Life changes, are your investment strategies changing with you? We believe that regularly meeting with you is key to staying on top of your financial life. Signing the paperwork isn't the end of the personal service, it's the beginning.
INVESTMENT MANAGEMENT BUILT FOR YOU
Custom portfolios built for you and your goals. Our Investment Team has built institutionally managed portfolios for everyday people, at one low fee.
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Helpful Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message below!
To convince institutional money to hold more US Treasury debt pending no outside inference, institutions are essentially asking for a higher rate of return on US Treasury collateral. The latest flash signal in the repomarket may support the notion that government deficits don’t really matter until they do.
The historical record for monthly price volatility since 1970 indicates that there is more whipsaw action ahead for the rest of the year. The 3 leading months for volatility are September, October, and November.
The Federal Reserve gave financial markets what was expected by lowering the target rate for the Fed Funds by 25 basis points. The Fed called the rate cut a mid-cycle adjustment and not the beginning of a new easing cycle. The markets read this as two cuts and done or maybe even one and done.
It has been an extremely bullish year in many financial categories. Today’s rising prices on government bonds may be saying something about the outlook for future nominal growth. Equity-related assets may be relying on policy to save their valuations. Precious metals could see currency devaluation ahead. The one thing they all appear to be counting on is more monetary stimulus.
Today’s more cautious investors have at last synchronized global stock exchanges around the world. This time around seems different from the same time period last year.
The S&P 500 has notably been lifted by stocks listed in Technology and Communication Services sectors. Both of these sectors combined account for over 30% of the S&P 500’s total market capitalization and are large constituents in the NASDAQ 100.
Most of the major equity markets ended the first calendar quarter of the year with double digit percentage gains. Much of last year’s losses have been put in the past. What’s more, popularly followed indexes are closing in on last year’s all-time highs. Those that abandoned stocks at the end of 2018 have surely missed out on a fast, yet sizeable market rebound.
The analysts on Wall Street set target prices for the companies that they cover. A bottom up approach that sums those target prices indicates that the index level could reach $3,062, which is a 10% premium above today’s level!
Stock markets are powerful voting machines and quickly update as new information is made available. For investors, a prudent course of action is to remain optimistic.
US stock prices sunk in what was a myriad fourth-quarter and especially dour December. From October’s peak to December’s bottom, the S&P 500’s index level had fallen almost 15%.
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