Click here to download a pdf of The Profit Margin

To download this weeks The Profit Margin.

March 20 , 2017
Statistic of the Week: 
Your cyber security is part of your financial security. 169 million personal records were exposed in 2015. This was a result from over 780 breaches in financial, educational, business, government, and health-care sectors.
Global Perspective: 
The pound had fallen sharply as Prime Minister Theresa May restated that the UK would make a “clean break” from the EU. This makes for tougher negotiations, and investors sold the pound to an exchange rate of $1.21. Mike Carney, Governor of the Bank of England, said that Brexit was no longer the biggest threat to the UK’s financial stability.
Market Moving Events: 
Monday: US Markets Closed Tuesday: Empire State Manufacturing Wednesday: Consumer Price Index, Industrial Production, Beige Book, Housing Market Index Thursday: Jobless Claims, Housing Starts, Philly Fed Friday: Rig Count
Commentary: 
As we approached the inauguration of the 45th President of the United States, markets took on a caution tone last week. Large cap US equities were slightly lower, with the DJIA falling 0.39% and the S&P 500 retreating 0.09%.1 International equities conversely moved higher, with the MSCI EAFE rising 0.82% and the MSCI EM ticking up 1.69%.2 The US Treasury market was mostly stable, with the 10-year Treasury dipping from 2.42% to 2.40%.3 With the world watching the transition of power in the US, certain investment themes are starting to come to the forefront. Last week demonstrated that medium and small sized companies may be entering a period of outperformance over their larger brethren. These large multinationals may demonstrate sluggish behavior if we do not receive clear trade and taxation policy from the incoming administration. Many believed that one of the “easy” wins for the President-elect would come from tax reform. However, The Wall Street Journal reported that the President-elect was unexpectedly critical of the House Republicans’ corporate tax plan. Much of the recent rally has been based on investors’ collective belief that the new administration will bring change to Washington, and that we will have clearly defined parameters to make investment decisions. Should that not come to fruition, and we receive intra-party (and inter-party) squabbling, investors, who have purchased with the expectation of future profits, will be shouting, “Show me the money!” Volatility may pick up. - Dan McElwee, CFP®
Chart of the Week: 
About Ventura Wealth Management: 
Ventura Wealth Management is an independent Registered Investment Advisor (RIA). Unparalleled service, objective advice, and comprehensive planning act as the central pillars of our client experience. We are dedicated to building long-term client relationships through diligent management, custom portfolios, client education, and ongoing financial review
Sources: 

Statistic of the Week:

Journal of Financial Planning

 

Global Perspective:

The Economist

 

Market Moving Data:

Bloomberg.com

 

Chart of the Week:

Haver Analytics / Census Bureau

 

Commentary:

1.Bloomberg
2.Bloomberg
3.Bloomberg
 
Contact Information: 

Phone: 609.671.9100

Toll Free: 866.899.0068

Fax: 609.671.9199

 

www.VenturaWealth.com

 

Visit Our Blog:
www.VenturaWealth.com/Our-Blog

 

200 Princeton South Corporate Center

Suite 150

Ewing, NJ 08628

Pages

Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through Ventura Wealth Management is not affiliated with APFS and APAI.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.