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11/17/2019 Weekly Market Summary

Major Indexes For Week Ended 11/15/2019

Index Close Net Change % Change YTD YTD %
DJIA 28,004.89         +323.65         1.17         +4,677.43         20.05        
NASDAQ 8,540.83         +65.52         0.77         +1,905.55         28.72        
S&P500 3,120.46         +27.38         0.89        +613.61         24.48        
Russell 2000 1,596.45         -2.41         -0.15        +247.89         18.38        
International 1,976.69         +0.04         0.00        +256.81         14.93        
10-year bond 1.83%        -0.10%          -0.86%         
30-year T-bond 2.31%        -0.11%          -0.71%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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11/16/2019 Weekly Market Summary

Major Indexes For Week Ended 11/15/2019

Index Close Net Change % Change YTD YTD %
DJIA 28,004.89         +323.65         1.17         +4,677.43         20.05        
NASDAQ 8,540.83         +65.52         0.77         +1,905.55         28.72        
S&P500 3,120.46         +27.38         0.89        +613.61         24.48        
Russell 2000 1,596.45         -2.41         -0.15        +247.89         18.38        
International 1,976.69         +0.04         0.00        +256.81         14.93        
10-year bond 1.83%        -0.10%          -0.86%         
30-year T-bond 2.31%        -0.11%          -0.71%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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11/10/2019 Weekly Market Summary

Major Indexes For Week Ended 11/8/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,681.24         +333.88         1.22         +4,353.78         18.66        
NASDAQ 8,475.31         +88.91         1.06         +1,840.03         27.73        
S&P500 3,093.08         +26.17         0.85        +586.23         23.39        
Russell 2000 1,598.86         +9.53         0.60        +250.30         18.56        
International 1,976.65         +9.95         0.51        +256.77         14.93        
10-year bond 1.93%        +0.20%          -0.76%         
30-year T-bond 2.42%        +0.21%          -0.60%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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11/09/2019 Weekly Market Summary

Major Indexes For Week Ended 11/8/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,681.24         +333.88         1.22         +4,353.78         18.66        
NASDAQ 8,475.31         +88.91         1.06         +1,840.03         27.73        
S&P500 3,093.08         +26.17         0.85        +586.23         23.39        
Russell 2000 1,598.86         +9.53         0.60        +250.30         18.56        
International 1,976.65         +9.95         0.51        +256.77         14.93        
10-year bond 1.93%        +0.20%          -0.76%         
30-year T-bond 2.42%        +0.21%          -0.60%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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11/03/2019 Weekly Market Summary

Major Indexes For Week Ended 11/1/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,347.36         +389.30         1.44         +4,019.90         17.23        
NASDAQ 8,386.40         +143.28         1.74         +1,751.12         26.39        
S&P500 3,066.91         +44.36         1.47        +560.06         22.34        
Russell 2000 1,589.33         +30.62         1.96        +240.77         17.85        
International 1,966.70         +22.48         1.16        +246.82         14.35        
10-year bond 1.73%        -0.07%          -0.96%         
30-year T-bond 2.21%        -0.08%          -0.81%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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11/02/2019 Weekly Market Summary

Major Indexes For Week Ended 11/1/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,347.36         +389.30         1.44         +4,019.90         17.23        
NASDAQ 8,386.40         +143.28         1.74         +1,751.12         26.39        
S&P500 3,066.91         +44.36         1.47        +560.06         22.34        
Russell 2000 1,589.33         +30.62         1.96        +240.77         17.85        
International 1,966.70         +22.48         1.16        +246.82         14.35        
10-year bond 1.73%        -0.07%          -0.96%         
30-year T-bond 2.21%        -0.08%          -0.81%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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10/27/2019 Weekly Market Summary

Major Indexes For Week Ended 10/25/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,958.06         +187.86         0.70         +3,630.60         15.56        
NASDAQ 8,243.12         +153.58         1.90         +1,607.84         24.23        
S&P500 3,022.55         +36.35         1.22        +515.70         20.57        
Russell 2000 1,558.71         +23.23         1.51        +210.15         15.58        
International 1,944.22         +24.13         1.26        +224.34         13.04        
10-year bond 1.80%        +0.05%          -0.89%         
30-year T-bond 2.29%        +0.04%          -0.73%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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10/19/2019 Weekly Market Summary

Major Indexes For Week Ended 10/18/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,770.20         -46.39         -0.17         +3,442.74         14.76        
NASDAQ 8,089.54         +32.50         0.40         +1,454.26         21.92        
S&P500 2,986.20         +15.93         0.54        +479.35         19.12        
Russell 2000 1,535.48         +23.58         1.56        +186.92         13.86        
International 1,920.09         +23.44         1.24        +200.21         11.64        
10-year bond 1.75%        +0.00%          -0.94%         
30-year T-bond 2.25%        +0.03%          -0.77%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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10/06/2019 Weekly Market Summary

Major Indexes For Week Ended 10/4/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,573.72         -246.53         -0.92         +3,246.26         13.92        
NASDAQ 7,982.47         +42.84         0.54         +1,347.19         20.30        
S&P500 2,952.01         -9.78         -0.33        +445.16         17.76        
Russell 2000 1,500.70         -19.78         -1.30        +152.14         11.28        
International 1,854.43         -41.29         -2.18        +134.55         7.82        
10-year bond 1.52%        -0.16%          -1.17%         
30-year T-bond 2.01%        -0.11%          -1.01%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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09/28/2019 Weekly Market Summary

Major Indexes For Week Ended 9/27/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,820.25         -114.82         -0.43         +3,492.79         14.97        
NASDAQ 7,939.63         -178.04         -2.19         +1,304.35         19.66        
S&P500 2,961.79         -30.28         -1.01        +454.94         18.15        
Russell 2000 1,520.48         -39.28         -2.52        +171.92         12.75        
International 1,895.72         -16.94         -0.89        +175.84         10.22        
10-year bond 1.68%        -0.08%          -1.01%         
30-year T-bond 2.12%        -0.08%          -0.90%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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09/15/2019 Weekly Market Summary

Major Indexes For Week Ended 9/13/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,219.52         +422.06         1.58         +3,892.06         16.68        
NASDAQ 8,176.71         +73.64         0.91         +1,541.43         23.23        
S&P500 3,007.39         +28.68         0.96        +500.54         19.97        
Russell 2000 1,578.14         +72.97         4.85        +229.58         17.02        
International 1,919.61         +37.18         1.98        +199.73         11.61        
10-year bond 1.90%        +0.35%          -0.79%         
30-year T-bond 2.38%        +0.36%          -0.64%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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09/01/2019 Weekly Market Summary

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08/24/2019 Weekly Market Summary

Major Indexes For Week Ended 8/23/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,628.90         -257.11         -0.99         +2,301.44         9.87        
NASDAQ 7,751.77         -144.22         -1.83         +1,116.49         16.83        
S&P500 2,847.11         -41.57         -1.44        +340.26         13.57        
Russell 2000 1,459.49         -34.15         -2.29        +110.93         8.23        
International 1,826.73         +14.87         0.82        +106.85         6.21        
10-year bond 1.53%        -0.01%          -1.16%         
30-year T-bond 2.02%        +0.02%          -1.00%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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08/04/2019 Weekly Market Summary

Major Indexes For Week Ended 8/2/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,485.01         -707.44         -2.60         +3,157.55         13.54        
NASDAQ 8,004.07         -326.14         -3.92         +1,368.79         20.63        
S&P500 2,932.05         -93.81         -3.10        +425.20         16.96        
Russell 2000 1,533.66         -45.31         -2.87        +185.10         13.73        
International 1,863.85         -50.83         -2.65        +143.97         8.37        
10-year bond 1.86%        -0.22%          -0.83%         
30-year T-bond 2.39%        -0.21%          -0.63%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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07/27/2019 Weekly Market Summary

Major Indexes For Week Ended 7/26/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,192.45         +38.25         0.14         +3,864.99         16.57        
NASDAQ 8,330.21         +183.72         2.26         +1,694.93         25.54        
S&P500 3,025.86         +49.25         1.65        +519.01         20.70        
Russell 2000 1,578.97         +31.07         2.01        +230.41         17.09        
International 1,914.68         -4.20         -0.22        +194.80         11.33        
10-year bond 2.08%        +0.03%          -0.61%         
30-year T-bond 2.60%        +0.02%          -0.42%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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07/14/2019 Weekly Market Summary

Major Indexes For Week Ended 7/12/2019

Index Close Net Change % Change YTD YTD %
DJIA 27,332.03         +409.91         1.52         +4,004.57         17.17        
NASDAQ 8,244.14         +82.35         1.01         +1,608.86         24.25        
S&P500 3,013.77         +23.36         0.78        +506.92         20.22        
Russell 2000 1,570.00         -5.62         -0.36        +221.44         16.42        
International 1,921.45         -10.68         -0.55        +201.57         11.72        
10-year bond 2.11%        +0.06%          -0.58%         
30-year T-bond 2.63%        +0.08%          -0.39%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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07/06/2019 Weekly Market Summary

Major Indexes For Week Ended 7/5/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,922.12         +322.16         1.21         +3,594.66         15.41        
NASDAQ 8,161.79         +155.55         1.94         +1,526.51         23.01        
S&P500 2,990.41         +48.65         1.65        +483.56         19.29        
Russell 2000 1,575.62         +9.05         0.58        +227.06         16.84        
International 1,932.13         +9.83         0.51        +212.25         12.34        
10-year bond 2.05%        +0.05%          -0.64%         
30-year T-bond 2.55%        +0.02%          -0.47%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/22/2019 Weekly Market Summary

Major Indexes For Week Ended 6/21/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,719.13         +629.52         2.41         +3,391.67         14.54        
NASDAQ 8,031.71         +235.05         3.01         +1,396.43         21.05        
S&P500 2,950.46         +63.48         2.20        +443.61         17.70        
Russell 2000 1,549.63         +27.13         1.78        +201.07         14.91        
International 1,911.18         +41.01         2.19        +191.30         11.12        
10-year bond 2.07%        -0.02%          -0.62%         
30-year T-bond 2.59%        +0.00%          -0.43%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/09/2019 Weekly Market Summary

Major Indexes For Week Ended 6/7/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,983.94         +1,168.90         4.71         +2,656.48         11.39        
NASDAQ 7,742.10         +288.95         3.88         +1,106.82         16.68        
S&P500 2,873.34         +121.28         4.41        +366.49         14.62        
Russell 2000 1,514.39         +48.90         3.34        +165.83         12.30        
International 1,875.62         +58.23         3.20        +155.74         9.06        
10-year bond 2.08%        -0.06%          -0.61%         
30-year T-bond 2.57%        -0.01%          -0.45%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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06/01/2019 Weekly Market Summary

Major Indexes For Week Ended 5/31/2019

Index Close Net Change % Change YTD YTD %
DJIA 24,815.04         -770.65         -3.01         +1,487.58         6.38        
NASDAQ 7,453.15         -183.86         -2.41         +817.87         12.33        
S&P500 2,752.06         -74.00         -2.62        +245.21         9.78        
Russell 2000 1,465.49         -48.62         -3.21        +116.93         8.67        
International 1,817.39         -35.87         -1.94        +97.51         5.67        
10-year bond 2.14%        -0.18%          -0.55%         
30-year T-bond 2.58%        -0.17%          -0.44%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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05/19/2019 Weekly Market Summary

Major Indexes For Week Ended 5/17/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,764.00         -178.37         -0.69         +2,436.54         10.44        
NASDAQ 7,816.28         -100.66         -1.27         +1,181.00         17.80        
S&P500 2,859.53         -21.87         -0.76        +352.68         14.07        
Russell 2000 1,535.76         -37.23         -2.37        +187.20         13.88        
International 1,865.83         +0.73         0.04        +145.95         8.49        
10-year bond 2.39%        -0.07%          -0.30%         
30-year T-bond 2.82%        -0.05%          -0.20%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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05/11/2019 Weekly Market Summary

Major Indexes For Week Ended 5/10/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,942.37         -562.58         -2.12         +2,614.91         11.21        
NASDAQ 7,916.94         -247.06         -3.03         +1,281.66         19.32        
S&P500 2,881.40         -64.24         -2.18        +374.55         14.94        
Russell 2000 1,572.99         -41.03         -2.54        +224.43         16.64        
International 1,865.10         -53.71         -2.80        +145.22         8.44        
10-year bond 2.46%        -0.07%          -0.23%         
30-year T-bond 2.87%        -0.06%          -0.15%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/28/2019 Weekly Market Summary

Major Indexes For Week Ended 4/26/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,543.33         -16.21         -0.06         +3,215.87         13.79        
NASDAQ 8,146.40         +148.34         1.85         +1,511.12         22.77        
S&P500 2,939.88         +34.85         1.20        +433.03         17.27        
Russell 2000 1,591.82         +26.07         1.67        +243.26         18.04        
International 1,915.65         -4.76         -0.25        +195.77         11.38        
10-year bond 2.50%        -0.06%          -0.19%         
30-year T-bond 2.93%        -0.03%          -0.09%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/20/2019 Weekly Market Summary

Major Indexes For Week Ended 4/19/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,559.54         +147.24         0.56         +3,232.08         13.86        
NASDAQ 7,998.06         +13.90         0.17         +1,362.78         20.54        
S&P500 2,905.03         -2.38         -0.08        +398.18         15.88        
Russell 2000 1,565.75         -19.05         -1.20        +217.19         16.11        
International 1,920.41         +4.74         0.25        +200.53         11.66        
10-year bond 2.56%        +0.00%          -0.13%         
30-year T-bond 2.96%        -0.01%          -0.06%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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04/07/2019 Weekly Market Summary

Major Indexes For Week Ended 4/5/2019

Index Close Net Change % Change YTD YTD %
DJIA 26,424.99         +496.31         1.91         +3,097.53         13.28        
NASDAQ 7,938.69         +209.37         2.71         +1,303.41         19.64        
S&P500 2,892.74         +58.34         2.06        +385.89         15.39        
Russell 2000 1,582.56         +42.82         2.78        +234.00         17.35        
International 1,911.40         +35.97         1.92        +191.52         11.14        
10-year bond 2.50%        +0.09%          -0.19%         
30-year T-bond 2.91%        +0.09%          -0.11%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/30/2019 Weekly Market Summary

Major Indexes For Week Ended 3/29/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,928.68         +426.36         1.67         +2,601.22         11.15        
NASDAQ 7,729.32         +86.65         1.13         +1,094.04         16.49        
S&P500 2,834.40         +33.69         1.20        +327.55         13.07        
Russell 2000 1,539.74         +33.82         2.25        +191.18         14.18        
International 1,875.43         -7.54         -0.40        +155.55         9.04        
10-year bond 2.41%        -0.05%          -0.28%         
30-year T-bond 2.82%        -0.07%          -0.20%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/17/2019 Weekly Market Summary

Major Indexes For Week Ended 3/15/2019

Index Close Net Change % Change YTD YTD %
DJIA 25,848.87         +398.63         1.57         +2,521.41         10.81        
NASDAQ 7,688.53         +280.39         3.78         +1,053.25         15.87        
S&P500 2,822.48         +79.41         2.89        +315.63         12.59        
Russell 2000 1,553.54         +31.66         2.08        +204.98         15.20        
International 1,890.31         +51.08         2.78        +170.43         9.91        
10-year bond 2.59%        -0.03%          -0.10%         
30-year T-bond 3.02%        +0.01%          +0.00%         
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

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03/09/2019 Weekly Market Summary

Major Indexes For Week Ended 3/8/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,450.24         -576.08         -2.21         +2,122.78         9.10        
NASDAQ 7,408.14         -187.21         -2.46         +772.86         11.65        
S&P500 2,743.07         -60.62         -2.16         +236.22         9.42        
Russell 2000 1,521.88         -67.76         -4.26         +173.32         12.85        
International 1,839.23         -39.30         -2.09         +119.35         6.94        
10-year bond 2.62%        -0.14%          -0.07%          
30-year T-bond 3.01%        -0.11%          -0.01%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/24/2019 Weekly Market Summary

Major Indexes For Week Ended 2/22/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 26,031.81         +148.56         0.57         +2,704.35         11.59        
NASDAQ 7,527.54         +55.13         0.74         +892.26         13.45        
S&P500 2,792.67         +17.07         0.62         +285.82         11.40        
Russell 2000 1,590.06         +20.81         1.33         +241.50         17.91        
International 1,869.15         +29.05         1.58         +149.27         8.68        
10-year bond 2.66%        -0.01%          -0.03%          
30-year T-bond 3.02%        +0.02%          +0.00%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/16/2019 Weekly Market Summary

Major Indexes For Week Ended 2/15/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,883.25         +776.92         3.09         +2,555.79         10.96        
NASDAQ 7,472.41         +174.21         2.39         +837.13         12.62        
S&P500 2,775.60         +67.72         2.50         +268.75         10.72        
Russell 2000 1,569.25         +62.86         4.17         +220.69         16.36        
International 1,840.10         +35.37         1.96         +120.22         6.99        
10-year bond 2.67%        +0.04%          -0.02%          
30-year T-bond 3.00%        +0.02%          -0.02%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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02/09/2019 Weekly Market Summary

Major Indexes For Week Ended 2/8/2019

 
IndexCloseNet Change% ChangeYTDYTD %
DJIA 25,106.33         +42.44         0.17         +1,778.87         7.63        
NASDAQ 7,298.20         +34.33         0.47         +662.92         9.99        
S&P500 2,707.88         +1.35         0.05         +201.03         8.02        
Russell 2000 1,506.39         +4.34         0.29         +157.83         11.70        
International 1,804.73         -25.31         -1.38         +84.85         4.93        
10-year bond 2.63%        -0.06%          -0.06%          
30-year T-bond 2.98%        -0.05%          -0.04%          
International index is MSCI EAFE index. Bond data reflect net change in yield, not price. Indices are unmanaged and you cannot directly invest in an index.

 

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Protect Yourself Against Spearphishing

The Russian conspiracy to meddle in the 2016 presidential campaign relied on a common scam called “spearphishing.”
While the history-making scam may sound sophisticated, this form of digital fraud is running rampant.
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Signal To Noise Ratio Of U.S. Economy Is An Anomaly

Signals of economic strength are about as strong as they ever get, but so is the background noise.
The signal to noise ratio of the economy is a blaring anomaly.
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Fed Shatters Conventional Economic Wisdom

Conventional economic wisdom holds that the record-low unemployment rate will cause employers to bid up wages, which then will be passed through to consumers in the form of higher prices, triggering rising inflation.
However, conventional wisdom is being shattered.
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138 Hits

Stock Market Is Unfazed By Russia Indictment, Displaying What Makes America Great

On Friday, February 16, at about 1 p.m., a 37-page indictment alleging a criminal conspiracy by Russian agents to meddle in the 2016 U.S. presidential election was posted on the website of the U.S. Justice Department.
What’s lost in the headlines is that faith in the nation, as measured by the stock market, remained unshaken; stock prices barely budged, displaying what makes America great.
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Major News Affecting Your Money

Headlines lately have been filled with news affecting your wealth. Here’s what’s most important.

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Inflation Mystery

Seventy-one-year-old Federal Reserve Board Chair Janet Yellen, a Professor of Economics at Harvard and Berkeley for four decades before her appointment to lead the Fed in 2014, admitted at a press conference recently that the persistently low rate of inflation was a mystery. Perhaps then it should be no surprise that inflation’s mysterious behavior is behind the unexpectedly good financial news of 2017.
 
 
 
 
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Join us for a Night of Education and Hors d'oeurves on September 14th.

Bring a friend or family member to our free event.  Learn How to Avoid Financial Landmines and Cyber Security and Beyond on Thursday, September 14th, 2017 from 5:30 pm until 7:30 pm at Prosperity’s First Floor conference Room.

The event will feature special guest speaker Brian Nash, Regional Director for Goldman Sachs Asset Management. Brian is responsible for managing Goldman Sachs’ Independent Financial Advisor relationships in Northern California. Brian joined Goldman Sachs in 2005 and brings over 12 years of industry experience to the firm. Prior to this role Brian was a Regional Consultant for Goldman Sachs in their Chicago office. Brian received his BA in Finance from the University of Illinois and his MBA from Kellogg University.

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Advanced Financial Strategies for CPAs Event a Big Success

On June 22, Prosperity Financial principals Elliot Kallen and Chuck Ballweg hosted an Advanced Financial Planning event strictly for CPAs and Lawyers. Speakers included Simeon Hyman, Senior Director at Proshares and Ryan Chapman, Regional Vice President at the Blackstone Group.

Discussion topics include "Avoiding Landmines in Today's Bullish Environment" and the "Barbells of Alternative Investments".

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Seven Good Reasons To Create And Fund A Trust

Who needs a trust? Maybe a better question is: Who doesn't? Trusts can be an essential part of an estate plan for anyone who owns significant assets. Reasons for establishing and funding a trust may range from gaining protection from creditors to saving on taxes. A trust can also create a legacy.

There are many different types of trusts, some of which are revocable—you retain certain rights over trust assets—while others are irrevocable, requiring you to cede all control. And some trusts are complex while others are simple. Although every situation is different, consider these seven potential benefits of have a trust.

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Welcome to the San Ramon Financial Planners Blog

Welcome to the San Ramon Financial Planners Blog

The San Ramon Financial Planners Blog offers a financial planner’s perspective on issues affecting people in the Greater Bay Area.

The Bay Area is not a low-cost place to live, but it is your home. Pre-retirees in San Ramon with wealth invested in their homes are often not very well-prepared financially to make the transition to retirement.

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Market Data

Market DataBank: 3Q 2019

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504
elliot@prosperityfg.com

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