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December 2019 Review of Markets and Economy

Submitted by Tradition Advisers on December 6th, 2019

Markets have been undermined for weeks by the uncertainty of a phase-one trade deal outlined by U.S. and Chinese trade delegates. Optimism for a probable U.S.-China trade deal stemmed from the progression toward a phase-one deal that might include a rollback of certain tariffs by both the U.S. and China.

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  • Market Commentary
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Charitable Giving Season

Submitted by Tradition Advisers on November 29th, 2019

  • With the holiday season and end of year fast approaching, now is the time to think about charitable giving.

  • Now is an opportunity to donate highly appreciated stocks to your favorite charity.

  • Another option is to make a qualified charitable donation from an IRA.

  • Both options may reduce your tax bill as well as give money to the charity of your choosing.

  • Repost from November 2018. 

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November 2019 Review of Markets and Economy

Submitted by Tradition Advisers on November 21st, 2019

Equity markets defied the historically negative month of October with equity indices moving higher despite ongoing trade dispute uncertainty and growing concerns of global economic headwinds.

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  • Market Commentary
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Economic and Market Commentary - October 2019

Submitted by Tradition Advisers on October 18th, 2019

Financial assets grudgingly moved higher during the third quarter. Equities, as measured by most indices, increased 1%-2%, except for small capitalization stocks which posted negative returns. The widely followed S&P 500 index produced a 1.7% total return, which was below each of the prior two quarters, resulting in a return of just over 20% for the nine months.

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Forbes.com Publishes "3 Ways to Handle Market Uncertainty"

Submitted by Tradition Advisers on September 19th, 2019

Forbes.com recently published an article written by Tradition's Benjamin C. Halliburton. Read "3 Ways to Handle Market Uncertainty," on Forbes.com. 

August 2019 Review of Markets and Economy

Submitted by Tradition Advisers on September 19th, 2019

 

  • Chinese trade war intensifies

  • Stock volatility increases

  • Interest rates continue to go lower

  • Read more

July 2019 Review of Markets and Economy

Submitted by Tradition Advisers on August 7th, 2019

Stock indices climbed in July to reach new record levels, driven by indications that the Federal Reserve was on track for an imminent rate cute. Read our recap of July. Highlights include:

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Forbes.com Publishes "Falling Yields and Rising Durations Are Two Sides to a Doubled-Edged Sword"

Submitted by Tradition Advisers on August 2nd, 2019

Forbes.com recently published an article written by Tradition's Benjamin C. Halliburton. Read "Falling Yields and Rising Durations Are Two Sides to a Double-Edged Sword," on Forbes.com.

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June 2019 Review of Markets and Economy

Submitted by Tradition Advisers on July 29th, 2019

Stocks and bonds rose in June as lower rates drove equities higher and international diplomatic tensions elevated bond price. Read our recap for the month of June. Highlights include: 

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Congratulations to Tradition Asset Management for being listed in Financial Advisor's 2019 RIA ranking

Submitted by Tradition Advisers on July 19th, 2019

FA-mag.com recently published their 2019 RIA rankings. Congratulations to Tradition Asset Management for being ranked #383. Read "Swimming With The Sharks," on FA-mag.com to view the full list. 

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Recent Blog Posts

  • December 2019 Review of Markets and Economy
  • Charitable Giving Season
  • November 2019 Review of Markets and Economy

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Contact  Us

Please contact us to learn more.
We would appreciate the opportunity to work for you and earn the privilege of becoming your trusted adviser.

Frani Feit, CFP®
email: ffeit@traditionadvisers.com

Chip Wieczorek, CFP®
email: cwieczorek@traditionadvisers.com

129 Summit Avenue, Summit, NJ 07901

Phone: 908-598-0909
Fax: 908-847-0288

 

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Tradition Advisers is the private wealth management group of Tradition Asset Management, LLC (Tradition). Tradition is an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act and provides portfolio management and related services for a fee. Nothing in this website should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces risk of capital loss but does not eliminate these risks. Expected returns, expected risk, and long-term targeted returns are not forecasted returns or risks but are only statistical definitions for modeling purposes. Actual results could vary materially from these returns and could result in losses. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is not indicative of future results, and all investments could lose value in the future. At a given time, any risk asset class or asset may lose value and result in substantial losses. Tradition does not make any assertions, estimates or guarantees about future results. Copies of the ADV and Privacy policy are available upon request or through these links.

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Tradition Asset Management LLC acquired the assets of Tradition Capital Management LLC and is the successor in interest to its business including its investment track record. Tradition Asset Management LLC is a wholly owned subsidiary of Luxon Financial LLC. References in this website to Tradition may refer as appropriate to Tradition Asset Management LLC or Tradition Capital Management LLC. 

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