Monthly Archives: June 2014

Endowment Wealth Management Weekly Capital Markets Update For Week Ended June 27, 2014 By Tim Landolt, MBA

Post On June 27, 2014 by

Weekly Capital Markets Update Domestic stock prices declined this week. Equity prices slumped this week on disappointing economic data and concerns about interest rates. The latest estimate of first quarter gross domestic product (GDP) growth was -2.9%, the largest contraction in five years. In addition, Federal Reserve Bank of St. Louis president James Bullard said the Fed may begin raising interest rates as early as the first quarter of next year. Global markets were also generally lower ...

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The Endowment Index™ Rises Slightly For Week Ended 6/27/2014

Post On June 27, 2014 by

The Endowment Index™ (^ENDOW on Yahoo!Finance) closed at 1029.45 for the week ended 6/27/2014, up .06 from its close one week ago at 1029.39. The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternatives. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not have fees....

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Alternative Investments: A Mystery to Many Affluent Investors

Post On June 23, 2014 by

An article from ThinkAdvisor.com titled Many Affluent Investors ‘Have No Idea’ What Alt Investments Mean: Survey, by Melanie Waddell, details results of a recent survey that indicates many investors, despite having an advisor, find themselves unaware of what alternative investments are and whether they are utilizing any. The survey included investors from the ages of 35-65 with at least $200,000 in investable assets. This target group makes the statistics even more startling because they sh...

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Endowment Index™ Reaches New Closing High For Week Ended 6/20/2014

Post On June 20, 2014 by

The Endowment Index™ (^ENDOW on Yahoo!Finance) reached a new closing high today week, closing at 1029.39.  The Endowment Index™ measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternatives. Past performance is not necessarily indicative of future results. You cannot invest directly in an index. Indexes do not have fees....

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Endowment Wealth Management Weekly Market Update as of June 20, 2014 by Tim Landolt

Post On June 20, 2014 by

Weekly Capital Market Highlights: •Domestic stock prices posted robust gains this week. Equities rallied this week, as investors speculated economic growth will accelerate. The Dow Jones Industrial Average reached a new record high, partly as a result of strong gains in pharmaceutical companies, which performed well as a result of merger activity. Analysts point to a favorable backdrop that includes rising earnings, stable and low interest rates, and benign inflation as additional catalysts fo...

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Endowment Wealth Management™ in the News

Post On June 18, 2014 by

Robert Riedl Comments Included in WallStreetJournal.com article on Annuities On Tuesday, June 17, 2014, Robert Riedl CPA®, CFP®, AWMA, Director of Wealth Management, at Endowment Wealth Management™, was featured in a WallStreetJournal.com article titled “Adviser Finds an Annuity’s Hidden Benefit,” written by Alex Coppola. Robert is quoted telling the story of a retired couple who sought out his professional advice after losing 50% or over $120,000 in their tax-deferred, variable annu...

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Endowment Wealth Management-Weekly Market Update as of June 13, 2014 by Tim Landolt

Post On June 13, 2014 by

Weekly Highlights •Domestic stock prices fell this week. Equities posted declines this week, as escalating violence in Iraq sent oil prices higher, and certain economic data came in below estimates. Crude oil surged to an eight-month high as Islamic insurgents battled Iraqi forces. President Obama said that he is weighing all options. In addition, the World Bank yesterday cut its forecast for world growth, a move that dampened investor enthusiasm. •Global markets were lower on the week. W...

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Endowment Wealth Management in the News

Post On June 11, 2014 by

Robert Riedl Comments on Decision-Making to Simplify Debt Reduction for Retirement On Tuesday, June 10, 2014, Robert Riedl CPA®, CFP®, AWMA®, Director of Wealth Management, at Endowment Wealth ManagementTM, was quoted in a Marketwatch.com article written by Cliff Goldstein. Robert commented on the lifestyle decisions that impact the process of investing and what decisions can aid in decreasing the weight of debt while preparing for and living in retirement. Rob’s contribution to the arti...

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