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Q4 Market Update 2023- Turning the Corner Thumbnail

Q4 Market Update 2023- Turning the Corner

When we look back at 2023, we’ll remember it as a banner year for markets. Stocks were up across the board and even bonds produced a solid return. A rough 3rd quarter that led to a rally in November and December pulled markets ahead for a fantastic finish to 2023.

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Q3 Market Update 2023: Changing Seasons Thumbnail

Q3 Market Update 2023: Changing Seasons

It's many folks' favorite season! Fall brings apple cider, donuts, football, and of particular importance to the Carter family- hunting season. The changing of the seasons on the calendar mirrors the changing of the figurative seasons we have witnessed here at FSG.

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ETFs and Zero Transaction Fees Thumbnail

ETFs and Zero Transaction Fees

In 2019, I wrote the article you see below. At the time, I was extremely excited about the prospect of ETFs beginning to trade at zero cost, and frankly, I still am. Free trading of ETFs (and stocks in many cases) is a huge advancement for investors and gives us, as your financial advisor, additional tools to manage your portfolio. Below is a quick refresher on the history of ETFs, which explains what happened in 2019 and why I was excited about it. I have added additional commentary to the original article in italics.

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What is My Advisor Doing During a Bear Market? Thumbnail

What is My Advisor Doing During a Bear Market?

Anyone can seem like a good financial advisor when markets are doing well. The expectation investors have when investing in capital markets is to make money, so when expectations are easy to meet, the bar tends to be set pretty low. However, it’s downturns in the markets that separate great financial advisors from mediocre ones. It’s times like these when people may wonder what their financial advisor is doing during this bear market.

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Third Quarter Market Update: Bear Market Bounces Thumbnail

Third Quarter Market Update: Bear Market Bounces

If you’ve ever planted and cared for trees, particularly fruit trees, you know that, in the initial years, the saplings require quite a bit of extra attention. Newly planted trees need lots of water until established, along with fertilizer and prudent trimming. Initially, trimming branches may weaken the tree, but it's important for the tree's long-term health. I view market corrections in the same light. Without periodic setbacks such as a correction or bear market, we would always be teetering on the edge of a bubble. Most of you who were investing in the early 2000s and during the 2008 financial crisis know when a bubble bursts, it is far more painful than an average correction.

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