Select Page

Market Minute – Inflation Report Shocks Investors

By: Andrew B. Noto Today started with news that the August consumer price index (CPI) report came in higher than expected and ended with aggressive selling in most major equity markets. When the trading day concluded, all thirty companies in the Dow Jones Industrial...

read more

Market Minute – Some Minor Anguish in August

By: Andrew B. Noto With the closing bell this afternoon, the S&P 500, Dow Jones Industrial Average, and Russell 3000 indices all ended the month in negative territory after a roaring start. Halfway through the month, it looked like we were on track for another...

read more

Not What We Hoped But Not Different Than Expected

By: Ralph C. Freibert III, Chief Investment Officer Last week’s CPI release was a bit of a disappointment.  Almost 1-percent month-over-month (MoM), and 8.58-percent year-over-year (YoY).  Economists were hoping for signs that inflation had peaked back in March at...

read more

We are Back and So is Inflation

By: Ralph C. Freibert III, Investment Advisor RepresentativeIt has been a while since I have written a commentary on the markets. This was due to several factors, including: the birth of our first grandson, sending our youngest son off to Army Basic Combat...

read more

If You Don’t Get Investing, Blame it on Evolution

By: Ralph C. Freibert, III, MBA, CLU®, CLTC®, CIMA®, CFP®, Investment Advisor RepresentativeEver wonder why so few succeed in wealth creation? Seventy-seven percent of the wealth in the United States is owned by just 10-percent of the population (see table...

read more

More than Meets the Eye

By: Ralph C. Freibert III, Investment Advisor Representative For most New Orleanians, the last week of October was more about hurricane preparedness and clean-up. If like Andrew and me, you also were living with no power and adapting to a more rustic way...

read more

Uncertainty Equals Volatility

By: Andrew B. Noto, Investment Advisor RepresentativeIf there is one thing that has been apparent in 2020 it is that the stock market does not like uncertainty. The S&P 500 closed down 64 points today after a late afternoon rally of 36 points, a daily...

read more

One Year and Counting

By: Andrew B. Noto, Chief Executive OfficerEarlier this month marked one year since Planning Associates Wealth Management, LLC became a registered investment advisory firm with the Securities and Exchange Commission (SEC). Though the milestone came with no...

read more

Prudence and Patience are Virtues

By: Ralph C. Freibert III, Investment Advisor RepresentativeIf there is one thing I have learned in my 30-plus years as a student and professional in investment management it is “investment returns are random”.  Many interpret that statement the following...

read more

Understanding Markets

When people ask, “How did the market do today? They are typically referring to the Dow Jones Industrial Average (The Dow), which is the oldest and most quoted index.  But, did you know there is a Dow Jones Transportation Average?  And, did you know The Dow is made up of only 30 stocks of the over 3600 traded stocks in the United States, alone.  Additionally, those 30 stocks have changed many times though company mergers, failures, and simply falling out of prominence.

read more