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Market Commentary

Weekly Market Commentary October 30, 2017

Another week, another record. The S&P 500 edged up 0.2% to post another new record. The MSCI ACWI dropped 0.1% as a strengthening dollar pushed the value of international stocks lower for U.S. investors. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more

Blog

FINANCIAL NEWS…NASDAQ TV: Fri, Sept 29 at 12:00pm

RZ Wealth’s Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations sits down with Blaine F. Aikin, AIFA®, CFA, CFP®, Chairman of the CFP® Board and Executive Chairman of Fi360 for “Trade Talk” on NASDAQ TV this Friday, September 29 at 12:00pm.

Together, these seasoned industry leaders will discuss the fiduciary responsibility of the RIA and CFP® in the world of investment planning and management. Topics that Aikin specializes in as both Chairman of the Certified Financial Planning Board and Executive Chairman of f1360 which is an international educator and leader in the field of investment fiduciary responsibility.

Rosenzweig and Aikin, friends and industry colleagues, have a combined experience in wealth management and financial planning that dates back more than 30 years including when they both worked in the retail investment and brokerage divisions at PNC Bank. Tune-in to NASDAQ-TV this Friday at noon to learn more from these industry experts as they examine fiduciary responsibility and best practices in financial planning, investment choices and management.

ABOUT RZ WEALTH:

Irvin Rosenzweig, a Barron’s Top 1000 Financial Advisor with CFP®, ChFC®, CLU®, CRPS®, and AEP® designations is partnered with Ron Carson, Founder and CEO of Carson Group, who is an inaugural inductee into the Barron’s Hall of Fame and on the Inc. 5000 Fastest Growing Company list.

RZ Wealth, lead by Irvin Rosenzweig, is built on commitment, experience, professionalism and accessibility. Focused on consistently putting its clients’ interests first, RZ Wealth offers personal guidance for insightful wealth management including financial, retirement, estate and education planning.

 

Call us for a Personal Consultation:

RZ Wealth

480 E. Swedesford Road,

Suite 120, Wayne, PA 19087

Toll Free: 866-231-3583

Phone: 610-627-5920

www.rzwealth.com

 

 

 

 

 

Market Commentary

Weekly Market Commentary June 12, 2017

Geopolitics took center stage this week. The diplomatic crisis in Qatar, a terror attack in London, parliamentary elections in the United Kingdom, and former FBI director James Comey’s testimony all moved investment prices. Global markets weathered the barrage fairly well. The S&P 500 fell 0.3%. The MSCI All Country World Index slid 0.5% and the Bloomberg BarCap U.S. Aggregate Bond Index edged 0.2% lower.

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Monthly Newsletters

June Monthly Newsletter – “Supercharged” Charitable Giving with Retirement Assets

Many people are charitably inclined and take advantage of charitable giving during their life. Most people know that as a general rule you can deduct up to 50% of your Adjusted Gross Income annually for charitable gifts to qualified organizations[1] – quite a significant tax advantage you can use to reduce your annual income for tax planning purposes. Read more

Market Commentary

Weekly Market Commentary June 5, 2017

Global stock markets continued to hit new highs. The S&P 500 eclipsed its previous high and rose 1.0% for the week. Global stocks also hit new highs as the MSCI All Country World Index rose 1.1%. Bonds posted healthy gains, rising 0.5% as reflected by the Bloomberg BarCap U.S. Aggregate Bond Index.

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Market Commentary

Weekly Market Commentary May 30, 2017

Stocks set new 52-week highs this week. The S&P 500 and the global MSCI ACWI both reached new highs on Thursday, before declining slightly on Friday. For the week, the S&P 500 rose 1.4%, the MSCI ACWI climbed 1.1% and the Bloomberg BarCap U.S. Bond Aggregate remained unchanged.  Read more

Blog

The Importance of Portfolio Diversification

Published by Don Hagan, CFA

The famous stock market axiom, “it’s the bus you don’t see that hits you”, nicely underpins the reasons behind maintaining a diversified portfolio.

The stark reality of investing is that there are unknowable landmines. Even though investment managers and analysts spend hundreds of hours scouring financial reports, talking to management, interviewing competitors and digging deep into a company’s prospects, there is always the possibility of an unpleasant surprise. Read more

Market Commentary

Weekly Market Commentary May 22, 2017

While the week started with fresh new highs for the S&P, stock markets tumbled mid-week on concerns political allegations may disrupt reform agendas in the U.S. and Brazil. On Wednesday the S&P 500 dropped approximately 1.5%. For the week, the S&P 500 slid 0.4%, the MSCI ACWI index of global stocks was basically unchanged, and the Bloomberg BarCap US Bond Aggregate rose 0.4%.  Read more

Market Commentary

Weekly Market Commentary May 15, 2017

Markets remained almost flat through the week as economic releases failed to trigger any significant reaction. The S&P 500 slid 0.4% while the MSCI All Country World Index (ACWI) eked out a 0.1% gain. The Aggregate U.S. Bond Index climbed 0.2%. Volatility remains historically low and investor complacency remains a risk. Read more