The Artifex Navigator

June 17, 2019

After a bruising May, the first half of June brought good news to investors as equity prices climbed backtoward their early May highs.  Hints from the Federal Reserve that interest rate reductions may be in place as soon as July cheered markets in the US and deflated recession expectations among the pundit class. 

Topics: Economy, stocks, interest rates, trade war, oil

Our periodic update on tax-saving strategies for business owners and individuals.

 

Topics: Taxes, tax planning

Summary commentary from a recent article by Lynn O'Shaughnessy, College Planing Specialist

I recently read an outstanding article by Lynn O'Shaughnessy, a specialist in college planning who heads up a service we subscribe to for college planning and advice for parents. The topic was how to make a decision when faced with competing opportunities for your child's college education - an expensive, well-known school or a more affordable option that may not be as sexy.

Topics: college planning

 

Monthly economic and market views from our Chief Investment Strategist, Byron Sanders.  In this month's edition, Byron provides some insight on the challenging month of May for equities, some comments on Brexit, the Fed, and tariffs.  Read on for more.

Topics: Economics, stocks, bonds, tariffs, markets, interest rates, trade

Commentary and resources to keep you safe & secure in today's interconnected world.

In this issue:

• "Wormable" Microsoft Flaw: What you need to do
• Cybersecurity shorts
• Software updates

 

Topics: cybersecurity

The past two weeks have not been kind to worldwide equity investors. After the most recent peak for broad domestic equity indexes at the beginning of May, prices have trended generally lower dragging International indexes lower as well. Trade tensions, including newly announced Mexico specific tariff threats, and worries about the health of the US economy have combined to unsettle equity markets. The chart below details the DJTMI over the past 12 months.

Topics: Investments, Economy, interest rates, trade war, trade

Thoughts and ideas for our entrepreneur clients to help them value and grow their business.

Why Now Is The Riskiest Time To Own Your Business

Most people think of starting a business as risky, but unless you invest a significant amount of start-up cash in your venture, you’re not really risking much other than your time.

Topics: Business and Practice Services, Thoughts on business, business growth, business value

An occasional video blog produced by our Summer intern - Cameron Kinsey. Enjoy!

Topics: Memorial Day, Artifex, Thoughts on business

Artifex Financial Group is pleased to announce the addition of two new staff members to our team.

Topics: Artifex, team members, personnel

In view of the developments this week regarding US-China trade, I asked our chief investment strategist, Byron Sanders, what his thoughts were and if we should be making any tactical portfolio adjustments at this time. I think his comments are particularly instructive and worthy of sharing. Here is what he had to say:

Topics: Investments, mutual funds, stocks, bonds, china, strategy, etf