October 8th, 2018 by John Anderson – Be the first to comment
Posted in Uncategorized
Every quarter we publish our Capital Markets Review for the benefit of our clients and others. We believe that markets work, and as managers, we add value through a deep understanding of our clients and their needs. Then we implement a portfolio designed specifically to meet them.
In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter. The review then features the returns of various stock and bond asset classes in the US and international markets.
Read More: 2018 Q3 Capital Markets Review
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
July 18th, 2018 by John Anderson – Be the first to comment
Posted in Capital Market Review, Markets
Every quarter we publish our Capital Markets Review for the benefit of our clients and others. We believe that markets work, and as managers, we add value through a deep understanding of our clients and their needs. Then we implement a portfolio designed specifically to meet them.
In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter. The review then features the returns of various stock and bond asset classes in the US and international markets.
Read More: 2018 Q2 Capital Markets Review
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
July 18th, 2018 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
Greetings Clients & Friends,
It’s hard to believe that 2018 is already half over! I hope you are enjoying your summer and all life has to offer. I’d love to hear of any fun adventures you’ve taken!
| Asset Class |
Representative Index |
Q2 |
2018 YTD |
| Global Equities |
MSCI All Country World Index |
0.5% |
-0.4% |
| U.S. Equities |
S&P 500 Total Return |
3.4% |
2.7% |
| International Equities |
MSCI All Country Ex US |
-2.6% |
-3.7% |
| Emerging Markets |
MSCI Emerging Markets |
-7.9% |
-6.7% |
| Real Assets |
Alerian MLP Total Return |
11.8% |
-0.6% |
| U.S. Real Estate |
Dow Jones US REIT |
10.0% |
1.8% |
| U.S. Bonds |
Barclays Aggregate Bond |
-0.2% |
-1.6% |
read more »
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
January 23rd, 2018 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
In short, 2017 was a fantastic year for the equity portion of our portfolios. It seems like we were continually met with heartwarming headlines such as “Relentless Rally”, “The Dow Races Through 23,000”, only to be followed by “The Dow Hurdles Past 25,000 to Record” and let’s not forget “S&P 500 Powers to New Heights”. In fact, 2017 was so good, that it was the first time ever that the S&P 500 had a positive return for every single month.
| Asset Class |
Representative Index |
Q4 |
2017 YTD |
| Global Equities |
MSCI All Country World Index |
5.7% |
24.0% |
| U.S. Equities |
S&P 500 Total Return |
6.6% |
21.8% |
| International Equities |
MSCI All Country Ex US |
5.0% |
27.2% |
| Emerging Markets |
MSCI Emerging Markets |
74% |
37.3% |
| Real Assets |
Alerian MLP Total Return |
-1.0% |
-6.5% |
| U.S. Real Estate |
Dow Jones US REIT |
2.0% |
3.8% |
| U.S. Bonds |
Barclays Aggregate Bond |
0.4% |
3.5% |
read more »
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
October 26th, 2017 by John Anderson – Be the first to comment
Posted in Markets, Quarterly Insights
It’s getting hard to not feel as though I am writing the same thing about the markets each quarter. In fact, the US markets have put together an impressive string of seven consecutive quarters of positive returns. We have to go all the way back to the third and fourth quarters of 2015 to find any significant red (negative returns) across our asset class returns chart. Major asset class returns for the third quarter and 2017 YTD are below.
| Asset Class |
Representative Index |
Q3 |
2017 YTD |
| Global Equities |
MSCI All Country World Index |
5.2% |
17.3% |
| U.S. Equities |
S&P 500 Total Return |
4.5% |
14.2% |
| International Equities |
MSCI All Country Ex US |
6.2% |
21.3% |
| Emerging Markets |
MSCI Emerging Markets |
7.9% |
27.8% |
| Real Assets |
Alerian MLP Total Return |
0.0% |
-2.7% |
| U.S. Real Estate |
Dow Jones US REIT |
0.4% |
1.8% |
| U.S. Bonds |
Barclays Aggregate Bond |
0.9% |
3.1% |
read more »
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
October 24th, 2017 by John Anderson – Be the first to comment
Posted in Capital Market Review, Markets
Every quarter we publish our Capital Markets Review for the benefit of our clients and others. We believe that markets work, and as managers, we add value through a deep understanding of our clients and their needs. Then we implement a portfolio designed specifically to meet them.
In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter. The review then features the returns of various stock and bond asset classes in the US and international markets.
Read More: 2015 Q2 Capital Markets Review
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
And How You Have the Most to Gain!
June 9th, 2016 by John Anderson – Be the first to comment
Posted in Fees, How to be a Successful Investor, Investing, Successful
At Cypress Wealth Management, nothing inspires us more than helping clients turn their dreams into reality. In order to accomplish our mission, we need to understand our client’s values and ideal vision. It’s only then that we dig into the numbers and help them allocate their resources in a way that improves their overall sense of fulfillment and quality of life.
Letting an outsider in on your most personal financial secrets is nerve racking, so hiring an advisor is a major decision. There must be an enormous level of comfort and trust between you. After all, you’re entrusting them to help you successfully navigate your financial future!
That’s why hiring an advisor who is required to work in your best interest is critical. An elite advisor will go out of his way to remove conflicts of interest and operate in a fashion that puts your needs first. How you pay that advisor is just as important. read more »
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
July 20th, 2015 by John Anderson – Be the first to comment
Posted in Uncategorized
Every quarter we publish our Capital Markets Review for the benefit of our clients and others. We believe that markets work, and as managers we add value through a deep understanding of our clients and their needs. Then we implement a portfolio designed specifically to meet them.
In keeping with our philosophy, the review provides detailed information about the global markets we use to build portfolios. It begins with a global overview and includes a timeline of events over the previous quarter. The review then features the returns of various stock and bond asset classes in the US and international markets.
Read More: 2015 Q2 Capital Markets Review
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
June 17th, 2015 by John Anderson – Be the first to comment
Posted in Press
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
May 11th, 2015 by John Anderson – Be the first to comment
Posted in Insurance, Life Insurance
The best financial advisors are wealth managers that look for ways to help you get more out of your finances.
One area of immense value is life insurance. Almost everyone has a need for life insurance to offset risk. Life insurance protects those you love and who depend on you for support.
That support can be in the form of a paycheck or in services that you provide for your family, such as a spouse who stays home to care for the kids. Nobody likes to talk about it, but if you die it puts a financial burden on the family when that support disappears. read more »
Standard Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you,
consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of
future results. All indices are unmanaged and cannot be invested into directly. Investing involves risk including
loss of principal.
