September 2019
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.
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.
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:


From Markets Insider, "American Economic Optimism at a 19-Year High" (Strauss, 2019).
Financial Markets

Investors will be watchful of upcoming Fed meetings on September 17 & 18.


Articles of interest:


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!
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.
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
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")
Sales Force Tower Tour and Mixer

Wednesday, September 18, 2019

5:00 PM - 8:30 PM

415 Mission Street
San Francisco CA 94105
JCCCNC: Tabemasho 2019

Saturday, September 21, 2019

4:00 PM - 8:00 PM

1840 Sutter Street
San Francisco, CA 94115
SF Aloha Run

Sunday, September 22, 2019

Crissy Field, San Francisco, CA
Know an organization in the SF Bay Area involved in the business community and would like to share? Contact us today.
Phone: (408) 435-1668

For additional inquiries, please email us HERE .


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