Endowment Index® Posts Gain For Week Ended 12/15/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,241.73, rising from last Friday’s close of 1,237.62. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that include...

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EWM Weekly Capital Market Highlights for Week Ended 12/15/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Among equities, large cap stocks outperformed small caps; growth stocks beat value stocks; non-US developed markets led domestic markets; and emerging markets outpaced all developed markets. Yields fell. US Treasury yields fell slightly during the week, with the yield on the key 10-Year US Treasury Note falling four basis points to 2.35%. Fed hikes rates. The Federal Reserve (Fed) increased the federal funds rate to a range of 1.25% - 1.50% in respons...

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Press Release: Endowment Wealth Management, Inc. Adds to its Wealth Management Team

PRESS RELEASE FOR IMMEDIATE RELEASE Endowment Wealth Management, Inc Adds New Wealth Advisor Appleton, WI, December 11, 2017 – Endowment Wealth Management, Inc. is pleased to announce that John Weninger, CFP® has joined the firm as a Wealth Advisor. John is a Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth ma...

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EWM Weekly Capital Market Highlights for Week Ended 12/08/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS:   Among equities, large caps outperformed small caps; growth stocks led value stocks; domestic stocks outperformed international stocks; and emerging markets trailed developed markets. Treasury yields little changed. The yield on the 10-Year Treasury Note ended the week at around 2.38%. Commodity indices fell. Both energy and precious metal prices fell during the week. The dollar index rebounded. The dollar rose against most major currencies ...

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Endowment Index® Posts Gain For Week Ended 12/8/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,237.62, remaining virtually unchanged from last Friday’s close of 1,237.22. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional...

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Endowment Index® Closes Lower For Week Ended 12/1/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,237.22, falling from last Friday’s close of 1,243.11. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includ...

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Endowment Index® Posts Gain For Week Ended 11/24/17

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,243.11, rising from last Friday’s close of 1,229.75. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that include...

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Endowment Index® calculated by Nasdaq OMX® Dips for Week Ended 11/17/2017

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed today at 1,229.75, falling from last Friday’s close of 1,232.08. The Endowment Index® represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index® measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includ...

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EWM Weekly Capital Market Highlights for Week Ended 11/17/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: In the US, small cap equities outperformed large cap. The S&P 500 Index ended the week in negative territory for the second straight week. Outside the US, developed markets equities also lost steam, concluding the week in red. Emerging markets equities lead the way, up by over 110 basis points. The yield on the 10-Year Treasury Note slipped 2.35% after strong housing starts data was released. The dollar depreciated against a basket of major curren...

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EWM Weekly Capital Market Highlights for Week Ended 11/10/2017

WEEKLY CAPITAL MARKET HIGHLIGHTS: Domestic equity large cap stocks outperformed small caps, while growth-oriented stocks outperformed value. US equities outperformed international developed markets, while emerging markets was left relatively unchanged. The NASDAQ Composite Index, which is heavily weighted to information technology stocks, has had an especially strong year, returning over 30% as of Thursday, November 9. The NASDAQ has experienced 64 all-time closings highs this year, more t...

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