Optimizing Wealth Management: Essential Investment Analysis Tools and Insights

Despite the growing concerns and uncertainties, the S&P 500 index posted a +7.50% return during the quarter, which corresponds to the fall in volatility. With the lower volatility and strong equity market performance, let’s take a look at how actively managed mutual funds fared against their passively managed counterparts during the quarter.

Investors are faced with a growing list of concerns and unknowns, as market risks and uncertainties continue to grow. Investors are wrestling with the health of the banking sector, uncertainty about how high the Federal Reserve will raise rates or will it cut this year, increasing geopolitical risks, and a slowing economy. When looking for investments during this period of heightened uncertainty there are some investment risk metrics that should be considered.

With real estate investments being more accessible than ever before, it’s time for you to consider incorporating real estate investment trusts into your client portfolios. Let’s take an in-depth look at REITs: types of REITs, benefits, risks and more.

The Fed’s actions and words have been driving market performance since the peak of the pandemic and that is likely to continue. While traders are forecasting no changes to interest rates during the June FOMC meeting, traders are beginning to place bets on two more rate hikes this year (July and September) as economic data stabilizes. This uncertainty regarding future monetary policies makes it important for financial advisors to focus on creating diversified investment portfolios that align with their client’s risk tolerances and investment objectives.