More Earnings on the Way

April 15, 2019

  The S&P 500 Index had a muted week but then generated some excitement on Friday with earnings from banks such as JP Morgan and Wells Fargo, an energy sector merger announcement with Chevron and Anadarko Petroleum, and Disney’s announcement of its direct-to-consumer media service. The S&P 500 Index closed the week +0.5% higher. The …

Calm Before the Earnings Storm

April 8, 2019

  The S&P 500 Index added to an impressive first quarter return by posting a 2.1% return in the first week of 2019’s second quarter. Economic and trade optimism buoyed equity markets. Later this week, the first quarter earnings season kicks off with major banks J.P. Morgan Chase, Wells Fargo, and PNC announcing their quarterly …

NovaPoint Capital named Large Cap Manager of the Year by Emerging Manager Monthly

April 5, 2019

NovaPoint Capital has been named Large Cap Manager of the Year for the 13th Annual Emerging Manager Awards by Emerging Manager Monthly. The award recognizes the NovaPoint Dividend Growth Strategy as the top strategy in the Large Cap Equity category based on outstanding performance and growth. “The recognition of winning the Manager of the Year …

We Were Inverted

March 25, 2019

As the Maverick character in Top Gun famously explained how he was able to get his fighter jet so close to a rival Soviet fighter jet, “We were inverted”, so now is the U.S. Treasury yield curve at the 3-month / 10-year maturities. The figurative Cold War on U.S. – China trade and within the …

Looking Back Ten Years

March 11, 2019

The stock market bottomed 10-years ago on March 9, 2009, signaling the beginning of a recovery from the financial crisis. Since that time, the S&P 500 Index has achieved a 400% total return, the Dow Jones Industrial Average has achieved a 402% total return, and the NASDAQ 100 has achieved a 650% total return. If …

Save Taxes and Build Retirement Assets

March 7, 2019

Download our 2019 Business Retirement Plan Guide It’s not how much you make, it’s how much you keep! Our informative 2019 Business Retirement Plan Guide can assist business owners, entrepreneurs, independent contractors, sole proprietors and business professionals in selecting the best business retirement plan for their needs. From SEP-IRA’s to 401(k)’s to Cash Balance Plans, …