MVCM Quarterly Newsletter Q3 2017

Third Quarter Review: The Second Rotation of 2017 A study of price movements in the S&P 500 over the course of 2017 reveals two major directional trends bookending an otherwise gentle upward drift. In February, the market turned away from the so-called “reflation trade” that favored financials and resource companies...

MV Weekly Market Flash: The China Syndrome, Again

Stop us if you’ve heard this one before. As the end of the year approaches, investor attention suddenly focuses, laser-like, on China’s financial system. Share markets stumble on the Chinese mainland and in Hong Kong, leading to excited chatter about whether the negativity will spill over from the world’s second-largest...

Taking Time Off? Here’s Some Food for Thought Before You Do

I’ve heard about fellow millennials taking an extended leave of absence from the workforce or a sabbatical to travel and take time to gain experience outside the workplace and/or reenergize themselves. I, like any other hard-working millennial can understand how appealing this may seem. If you are considering taking a...

Don’t Let Your Skepticism of the Markets Keep You from Investing

As a millennial, my most formative memories of the financial markets center around the Great Recession. I remember waking up to markets in turmoil in February 2008. I also have earlier memories of Enron going under and I watched Madoff’s Ponzi scheme go up in flames – all these events...

You Received a Tax Refund, What Now?

As the recipient of a federal tax refund last week, I like many others, began to think – what do I do with this money? My first inclination was towards those that appeal to me most: spending a portion of it on a night out. However, my responsible financial advisor...

To Uber or Not to Uber: When to Stop Sharing & Start Buying

The Millennial generation has been at the forefront of the surge in sharing everything from rides to clothes for both convenience and financial reasons. Taking Ubers on occasion can sometimes be less costly than owning a car you may not use very often, or living with roommates can help cut...

Should You Pay Down Student Debt or Save for Retirement First?

As most people know, Millennials are facing a student loan debt crisis. A recent Lending Tree study found that Millennials born between 1980 and 1995 owe an average of $27,162 on their student loans. Prudent individuals will want to start making payments on their debt as soon as possible, but...