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Market Update: 11-07-16

Jerris Wealth Management Group LPL Research Weekly Market Update

EARNINGS UPDATE:
END OF A LONG DROUGHT

Burt White Chief Investment Officer, LPL Financial | Jeffrey Buchbinder, CFA Market Strategist, LPL Financial

Third quarter earnings results mark the end of a long earnings drought. It was not quite as long as the Cubs’ World Series drought (107 years), but we—like Cubs fans—are glad it’s over. Like the Cubs, corporate America has ended its drought in style. In the third quarter of 2016, S&P 500 earnings are tracking to a 4% year over-year increase, well above prior estimates and marking the end of the year-long earnings recession. This week we share our thoughts on the end of the earnings recession and discuss prospects for earnings acceleration in the coming quarters. For those of you looking for election-related content, we would refer you to our October 24, 2016 Weekly Market Commentary, “Election Playbook.” Also, look for an election recap from us here next week when, hopefully, we will know all of the results.

Market Update: 10-31-16

Jerris Wealth Management Group LPL Research Weekly Market Update

HALLOWEEN SPECIAL:
WHAT MIGHT SCARE MARKETS

Burt White Chief Investment Officer, LPL Financial | Jeffrey Buchbinder, CFA Market Strategist, LPL Financial | Ryan Detrick, CMT Senior Market Strategist, LPL Financial

It’s Halloween, so what else could we do but write about what might scare the markets? We know from the financial media, measures of investor sentiment, and mutual fund outflows from equities and into bonds that investor nervousness is widespread. Some concerns are related to the presidential election, now just eight days away. Other concerns are related to the age of the bull market, discomfort with central bank actions, Brexit, and China’s debt problems; and there are certainly others. This week, in the spirit of Halloween, we discuss what might scare markets.

Market Update: 10-24-16

Jerris Wealth Management Group LPL Research Weekly Market Update

ELECTION PLAYBOOK

Burt White Chief Investment Officer, LPL Financial | Ryan Detrick, CMT Senior Market Strategist, LPL Financial | Dave Tonaszuck, CMT Technical Strategist, LPL Financial

With the election fast approaching, we present our election playbook. With Election Day just 15 days away, and the three presidential debates behind us, investors want to know what the upcoming change in power in Washington might mean for their portfolios. Here we offer our election playbook, including some potential investments that could possibly receive an election boost.

Market Update: 10-17-16

Jerris Wealth Management Group LPL Research Weekly Market Update

TAKING STOCK OF TECHNICALS AND SENTIMENT

Burt White Chief Investment Officer, LPL Financial | Ryan Detrick, CMT Senior Market Strategist, LPL Financial | Dave Tonaszuck, CMT Technical Strategist, LPL Financial

We take a closer look at market technicals and sentiment this week with the historically volatile second half of October upon us. Although there has been some near-term volatility and equity weakness, the longer-term technicals on equities continue to look very strong. We will show this by examining three different technical indicators that, combined, show the potential for positive longer term signals for equities. Turning to overall market sentiment, the overwhelming evidence suggests there is still a significant amount of worry about future price returns. From money leaving equity funds, to market sentiment polls showing an unusually high level of worry this close to all-time highs, sentiment could potentially be a nice contrarian reason to remain bullish.

Market Update: 10-10-16

Jerris Wealth Management Group LPL Research Weekly Market Update

THIRD QUARTER 2016 EARNINGS
PREVIEW: GROWTH RETURNS?

Burt White Chief Investment Officer, LPL Financial | Jeffrey Buchbinder, CFA Market Strategist, LPL Financial

We believe the earnings recession may have ended in the third quarter of 2016. As the drags from sharp energy declines and a strong U.S. dollar continue to abate, backed by a pickup in economic growth, the S&P 500 could potentially produce a small increase in earnings on a year-over-year basis in the just-completed third quarter. This week we preview the third quarter earnings season and discuss the always important outlook for management guidance.

Market Update: 9-6-16

Jerris Wealth Management Group LPL Research Weekly Market Update

DIVIDEND BUBBLE?

Burt White Chief Investment Officer, LPL Financial | Jeffrey Buchbinder, CFA Market Strategist, LPL Financial

Dividend stocks have been thriving in the low interest rate environment. Dividend-paying stocks, which we define as stocks with higher dividend yields than the broad equity market, have garnered support as investors increasingly use stock dividends as a substitute for fixed income in the low interest rate environment. But has the market’s thirst for yield gone too far? Are these stocks in a bubble? This week we take a look at high-dividend-paying stocks to assess whether these stocks are in a bubble and if investors should actually view high dividend yields as a warning sign.

Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
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Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
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Diana Esperon

Diana
Esperon

Administrative Assistant
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