Each month, Wellspring's wealth strategist and advisors will share news and articles to shed light on the current economy, financial markets, and common tasks for maintaining a well-rounded and resilient personal financial plan.
Click on the links below to learn more.
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U.S. markets will take a break tomorrow, closed for Labor Day.
Investors in August observed turbulence as trade dispute concerns continue to rattle the market.
The inverted yield curve signaled another warning last month as well when 10-year Treasury yields dipped below short term rates.
Despite the overall U.S. economy still exhibiting signs of stability, investors can only guess the trajectory especially faced with unprecedented times where the words of a few can carry so much weight.
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Economic Outlook
Ahead this month, some key economic reviews:
- 9/3 - ISM Manufacturing report
- 9/6 - Employment data in August
- 9/13 - Retail sales in August
- 9/25 - New home sales in August
Articles of interest:
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Financial Markets
Investors will be watchful of upcoming Fed meetings on September 17 & 18.
Articles of interest:
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Personal Financial Planning
September is here,
and this month is a pivotal moment for investors to take time to review their year-to-date finances before the holiday season rolls in.
More so,
despite the uncertainty about the economic and market outlook, investors can take control of their personal finances. Focusing too much on the daily inflows and outflows in the market, stock winners and losers, and market timing can reduce the chances of success. Instead, attention can be turned to clarifying personal goals, developing strategies, and reviewing allocations that fit risk preferences to help achieve desired outcomes.
Planning ahead:
Important dates to remember:
- 9/16 - Estimated tax payments due
- 9/16 - 2018 corporate tax return due, if extension filed
Article of interest:
Here is more reason why saving early is vital, especially for young individuals just starting out. From Intuit's MintLife blog,
"The Magic of Compound Interest"
(Kumok, 2019).
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Stay tuned for future
announcements and updates!
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Community Calendar
Wellspring Consulting encourages involvement in the SF Bay Area business community.
Below are some upcoming events this month!
Click each event flier for more details.
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ChinaSF Workshop:
Entering the China Market
Thursday, September 12, 2019
6:15 PM - 8:45 PM
Werqwise
149 New Montgomery Street
San Francisco, CA 94105
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If You Happen to Find Yourself on Waikiki Beach...
Saturday, September 14, 2019
4:30 PM - 7:30 PM
Queen's Surf on Waikiki Beach ("look for the big screen")
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Sales Force Tower Tour and Mixer
Wednesday, September 18, 2019
5:00 PM - 8:30 PM
415 Mission Street
San Francisco CA 94105
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JCCCNC: Tabemasho 2019
Saturday, September 21, 2019
4:00 PM - 8:00 PM
1840 Sutter Street
San Francisco, CA 94115
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SF Aloha Run
Sunday, September 22, 2019
Crissy Field, San Francisco, CA
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Know an organization in the SF Bay Area involved in the business community and would like to share? Contact us today.
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Phone: (408) 435-1668
For additional inquiries, please email us
HERE
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By accessing any links above, you will be connected to a third party web site. Please note that Wellspring Insurance Network dba Wellspring Global Insurance Solutions and Wellspring Consulting is not responsible for the information, content or product(s) found on third party web sites. Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Wellspring Insurance Network
dba Wellspring Global Insurance Solutions and Wellspring Consulting is independently owned and operated. File #2701592.1
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