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MWA 4th Quarter Market Update: The Rebound!

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Happy New Year!  I think 2020 is one of those years most of us are happy to have in the rearview mirror as COVID lockdowns destroyed markets early in the year, followed by record levels of global government stimulus which ultimately fueled amazing market rebounds.  If we add in political divisions, trade wars, and restraints on our ...Read More

Looking Back on an Unprecedented Year

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The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.

The novel coronavirus was already in the news early in the year, ...Read More

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How Markets Performed Across the World in the Fourth Quarter 2020

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Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 4 of 2020 each equity market was up more than 10%, with the Emerging Markets as the top performer at 19.7% and the lowest, the US up 14.68%. Global Real estate was up 12.55% and the International ...Read More

Should Your 401(k) Advisor do More for You?

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Most people believe that all 401(k) advisors serve the same role in a 401(k) plan. Sadly, this is far from the truth. When picking a financial advisor on your 401(k) it is important to understand the role they ...Read More

10 Reasons Your Business Needs a 401k

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Many employers across the country have expressed interest in starting a 401(k) or other retirement plan but have not followed through due to their concerns over the complexity of setting up and maintaining ...Read More

MWA 3rd Quarter 2020 Market Update

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Section I: Market Update Report

Section II: MWA Quarterly Commentary

Section II-A: The Elections and Market Timing

Section III: Around the MWA Office

Section IV: Articles of Value, Recommended Reading  

 

Section I: Market Update Report

The 3rd quarter was a strong quarter ...Read More

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How Markets Performed Across the World in the Third Quarter of 2020

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Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 3 of 2020 each equity market was up more than 4.5%, with the Emerging Markets as the top performer at 9.56% and the lowest, International Developed up 4.92%. Global Real estate was up 2.37% and the US ...Read More

Why You Shouldn't Hire Your Payroll Provider to Manage Your 401(k)

If you are going to buy a new printer, I wouldn't recommend you go talk with your attorney about which printer is best (unless you are worried about your liability). Yes, attorneys use printers probably more than any other professional you know, but are they qualified to tell you which is best for your situation? I think not. 

So why do the majority of ...Read More

MWA 2nd QUARTER 2020 COMMENTARY: A Tale of Two Quarters

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Section I:  Market Update Report

The second quarter of 2020 was a dramatic comeback from the first quarter.  If you click on this link you will be able to download our graphical review of the second quarter.  In this, you will notice ...Read More

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How Markets Performed Across the World in Quarter 2 of 2020

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Each quarter we put together a PowerPoint detailing how different markets performed over the last quarter. You will notice that in Quarter 2 of 2020 each equity market was up more than 10%, with US and Emerging Markets being the top performers at 22% and 18%.

 

...Read More

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