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Holistic Investment Management.
Retirement Income Design.
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Schaefer Wealth Management is an independent financial advisory firm serving clients since 1989. Through our partnership with you, our team delivers comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.
DO YOU HAVE A COORDINATED RETIREMENT BLUEPRINT?
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Contact us for a FREE, no-strings-attached Income Plan.
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!
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%.
The exasperation in international stock markets are in lockstep with the US stock market’s pursuit to find a new bottom. As a whole, broader international stock markets are nearing correction levels this year.
The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative.
US and international stock market divergence certainly has investors wondering about US stocks.
In the backdrop for US stock performance has been another quarter of excellent profit growth.
Now, the US economy is being described as having the best of many worlds. Real growth has gained altitude while inflationary trends are fairly stable.
Is Your Portfolio Consistent with
Your Flight Plan?
It is critical to periodically review your portfolio to ensure that it
continues to reflect the changes in your financial picture and the
investment industry. Contact us for a FREE, no-strings-attached
It can be difficult to make financial decisions without access
to information. To schedule a time to discuss your financial future, contact us below or call us at (618) 939-8828 today!