David J. Klein Senior Vice President Financial Advisor RBC Wealth Management Fax:
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1 David J. Klein Senior Vice President Financial Advisor RBC Wealth Management Fax: Anthony Hubick First Vice President Branch Director Private Client Group Consulting Group RBC Wealth Management Fax: January 14, 2019 The more you say, the less people remember (Anatole France, French novelist) Tax Season: Is right around the corner. Following is a list of estimated mailing dates for various tax reporting documents that you may receive from RBC Wealth Management.
2 Retirement Wealth Plan Analysis: Are you on track to achieve your goals? Let us help you with our Wealth Plan Analysis. This analysis will help you understand your current financial situation, identify your life goals, and help you weigh the variety of decisions to determine what is best for you and your family. With the RBC Wealth Plan, we can create a personal analysis based on your vision and expectations for now and for retirement. Please call for a copy of what a Wealth Plan Analysis can do for you. There are no costs. It is part of the service we consider valuable to all our clients. Our Website: : Global Insight: 2019 Outlook is on the front page of the website. This is RBC Wealth Management s outlook for the New Year. Key Statistics Year-to-date a/o 1/11/2019 Dow: +2.87% S&P 500: +3.57% Nasdaq: +5.07% Treasury Bond Yields: Year- to-date a/o 1/11/ year Treasury: 2.58% 2-year Treasury: 2.55% - Less than the 1-year 5-year Treasury: 2.52% - Less than the 2-year 10-year Treasury: 2.71% - Only.16 above the 2-year 30-year Treasury: 3.04% --All yields have fallen since the last weekly update on December 17, 2018 Markets: (Barron s, IBD, WSJ, RBC, MFS, Reuters, Advisor Perspectives) For the week: Dow rose +2.40%, S&P 500 rose +2.54%, Nasdaq rose +3.45% Market has whipsawed from extreme losses to sizeable gains Global equities moved higher The US and China are talking they could be getting closer to a deal Federal Reserve taking a slower approach to raising interest rates Oil rose nearly $3 to $51.80/barrel amid Saudi talk of supply cuts Volatility index dropped to 20 from 22.5 a week ago
3 How Quickly Things Change: The change in sector performance from 2018 (dark blue) to 2019 (green). Economic News: (Barron s, IBD, WSJ, RBC, MFS, Reuters, Advisor Perspectives) Federal Reserve report: " many participants expressed the view that, especially in an environment of muted inflation pressures, the committee could afford to be patient about further policy firming." Fed Chief Powell expressed concern over slowing global growth sees inflation holding at 2% Some progress on trade talks between the US and China seemingly being made China may lower its economic growth rate to 6% in 2019 from around 6.5% in 2018 Industrial production data for Germany and France, the eurozone's two largest economies, fell sharply in November Unemployment in the eurozone fell to 7.9% in November lowest since 2008 British parliament to vote on Brexit this Tuesday, the 15 th
4 Manufacturing in US and China: The following charts tell the story. Above the line 50 means manufacturing is still expanding. Below 50 is a sign of contraction. Question of the Week: What is meant by the January effect as it relates to the stock market? Question and Answer From Last Week: The government shutdown is now 14 days long. When was the longest government shutdown in history and how long did it last? Answer: There have been 21 government shutdowns. The first one was in 1976 and the longest one lasted 21 days. The current shutdown is now the longest..
5 Did You Know: The price of oil ended 2018 at $45.41/barrel, down 24% from its 2017 close of $ In October of last year oil traded as high as $76.41/barrel before falling $31/barrel by the end of the year. (BTN Research, CME Group) The national debt of the United States was $ trillion as of Friday 12/28/18. Over the past 10 years, the national debt has increased $11.3 trillion. (BTN Research, Treasury Dep t.) Sports Trivia: Pro golfer John Daly was the PGA Tour s longest hitter in 1998 with an average driving distance of yards. Now 20 years later, that driving distance would have placed Daly 54 th on the PGA tour. Cameron Champ had an average driving distance of yards during last year s PGA tour. Your Referrals: Many sincere thanks for your referrals of family, friends, and associates. We are deeply appreciative. Sincerely, David and Tony The Auctus Group The views presented here are solely the views and opinions of David Klein and do not reflect the views of RBC Wealth Management, or its officers and directors. Data is believed to be from reliable sources, but we make no representation as to its accuracy or completeness. The Dow Jones Industrial Average covers 30 blue chip U.S. companies selected by the editors of the Wall Street Journal. The Dow represents about 25% of the NYSE market capitalization and less than 2% of NYSE issues. The Nasdaq Composite is a market-value weighted index that measures all NASDAQ domestic and foreign common stocks. The Standard and Poor s 500 is an unmanaged, capitalization weighted benchmark that tracks broad-based changes in the U.S. stock market. This index of 500 common stocks is comprised of 400 industrial, 20 transportation, 40 utility, and 40 financial companies representing major U.S. industry sectors. The index is calculated on a total return basis with dividends reinvested and is not available for direct investment. This material is based on data obtained from sources considered to be reliable. However, it is not guaranteed to accuracy and does not purport to be complete. The illustrations are for informational use only. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in conjunction with your independent tax or legal advisor. RBC Wealth Management, a division of RBC Capital Markets
David J. Klein Senior Vice President Financial Advisor RBC Wealth Management Fax:
David J. Klein Senior Vice President Financial Advisor RBC Wealth Management 847-215-5326 800-879-3246 Fax: 847-215-5315 david.klein@rbc.com Anthony Hubick First Vice President Branch Director Private
More informationWords can sometimes, in moments of grace, attain the quality of deeds (Elie Wiesel, author & activist))
David J. Klein Senior Vice President Financial Advisor RBC Wealth Management 847-215-5326 800-879-3246 Fax: 847-215-5315 david.klein@rbc.com Anthony Hubick First Vice President Branch Director Private
More informationKindness is a language which the deaf can hear and the blind can see (Mark Twain)
David J. Klein Senior Vice President Financial Advisor RBC Wealth Management 847-215-5326 800-879-3246 Fax: 847-215-5315 david.klein@rbc.com Anthony Hubick First Vice President Branch Director Private
More information"I am grateful for what I am and have. My thanksgiving is perpetual." (Henry David Thoreau)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationCount your age by friends, not years. Count your life by smiles, not tears (John Lennon)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationRemember that wherever your heart is, there you will find your treasure (Paul Coelho, Brazilian novelist)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More information"Honesty is the first chapter in the book of wisdom (Thomas Jefferson)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More information"Life has been your art. You have set yourself to music. Your days are your sonnets (Oscar Wilde)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationWe have two classes of forecasters: Those who don t know and those who don t know they don t know (John Kenneth Galbraith, economist)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationCourage is not the absence of fear, but the capacity to act despite our fears. (John McCain)
David J. Klein Senior Vice President Financial Advisor RBC Wealth Management 847-215-5326 800-879-3246 Fax: 847-215-5315 david.klein@rbc.com Anthony Hubick First Vice President Branch Director Private
More informationTake risks: If you win you will be happy; if you lose, you will be wise (Unknown)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationConformity is the jailer of freedom and the enemy of growth (John F. Kennedy)
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationAugust 20, People may hear your words, but they feel your attitude (John Maxwell, author, speaker
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationNothing Important Happened today - Diary entry of King George III, July 4, 1776
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationSome Thanksgiving Facts
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More information"The mind is not a vessel to be filled, but a fire to be kindled
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationSome Thanksgiving Facts
David J. Klein Senior Vice President Financial Advisor The Auctus Group RBC Wealth Management Phone: 847-215-5326 Fax: 847-215-5315 Toll Free: 800-879-3246 e-mail: david.klein@rbc.com website: www.davidjklein.com
More informationMonthly Market Insights March 1, 2019
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