Collaborative Wealth

  • Team
  • Locations
    • Gainesville
    • Lake Mary
    • Lake Nona
    • Treasure Coast
  • Services
    • Comprehensive Wealth Planning
    • Investment Advisory
    • Risk Management
    • Retirement Plans
    • Trust Estate
  • Blog
  • Contact Us
  • Form CRS
  • Client Login
    • CW Portfolio Login
    • WealthVision Login
    • LPL Account View Login
Illustration of a bird flying.
  • Why The Recent Strength Has Bulls Smiling

    Why The Recent Strength Has Bulls Smiling

    The huge equity rally continued last week, with the S&P 500 Index up another 3%, on the heels of adding more than 15% in the previous week. The gain during the past two weeks of 15.5% was the greatest since October 1974. Taking it a step further, the 15 trading days ending April 14 saw…

    April 20, 2020
  • Did Fixed Income ETFs Pass Their Test?

    Did Fixed Income ETFs Pass Their Test?

    The fastest bear market decline ever and accompanying disruptions in credit markets in March provided a tough test for exchange-traded funds (ETFs). With a big assist from the Federal Reserve (Fed), which announced it would purchase fixed income ETFs, and increasing optimism around an economic rebound, fixed income ETFs seem to be functioning normally again.

    April 17, 2020
  • What Might Future Bond Returns Look Like?

    What Might Future Bond Returns Look Like?

    Stock returns get all the headlines, and with US equities entering their first bear market since 2008, there is good reason for that. However, fixed income may account for a significant portion, or even a majority, of many investors’ portfolios, making bond returns just as important for those investors.

    April 16, 2020
  • Will the Fed’s Bold Moves Keep Yields from Rising?

    Will the Fed’s Bold Moves Keep Yields from Rising?

    With the major stock market indexes all entering a bear market this month, it’s no surprise that stocks have stolen most of the spotlight. However, actions taken by the Federal Reserve (Fed) to support what may be considered the safest part of the bond market, US Treasuries, may actually have more lasting implications for investors’…

    March 27, 2020
  • Making Sense of Skyrocketing Jobless Claims

    Making Sense of Skyrocketing Jobless Claims

    Weekly new jobless claims were reported this morning, and to no one’s surprise they rose to levels thought unimaginable just a few weeks ago. As shown in the LPL Chart of the Day, 3.3 million people filed new claims for unemployment benefits in the week ending March 21, almost 5 times the previous high of…

    March 26, 2020
  • Market Volatility Stresses Liquidity

    Market Volatility Stresses Liquidity

    The COVID-19 pandemic has caused unprecedented volatility in recent weeks that has investors and traders scrambling to assess the economic and market impact of the aggressive containment measures.

    March 25, 2020
←Previous Page
1 … 20 21 22 23 24 … 133
Next Page→

Collaborative Wealth®

Check the background of the representatives associated with this site on FINRA’S BrokerCheck

Investment advisory and financial planning services offered through CollaborativeWEALTH® – An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity to CollaborativeWEALTH®. CollaborativeWEALTH® advisors are registered representatives with LPL Financial and may only transact securities business in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.

  • ABOUT
  • TEAM
  • SERVICES
  • BLOG
  • CONTACT US
  • CW ADVISORS
  • ADVISORRETIRE