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April 2019 Newsletter

April Market Commentary Global stocks continued their march higher in April with U.S. and international stocks gaining. This is the 4th consecutive month of gains for stocks! US bonds (Barclays U.S. Aggregate Bond Index) took a breather in April providing a flat return. Year-to-date, U.S. bonds also have positive returns. The positive returns for bonds …

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9258 Welcomes Dean!

Dean Johns joined 9258 Wealth Management in February 2019 and currently serves as Executive Vice President, Director of Financial Planning. Dean graduated summa cum laude with a B.S. in Accounting from Minnesota State University – Mankato in 1991 and earned his Master’s in Business Taxation from the University of Minnesota in 1999. Dean is a …

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January 2019 Newsletter

January Market Commentary Stock markets surged into the new year, as the Standard & Poor’s 500 (S&P 500) rallied significantly in January after a meaningful sell-off in December. As we reviewed in our Fourth Quarter Market Commentary, Federal Reserve Chairman Jerome Powell’s hawkish comments about continuing to raise interest rates were a contributing factor to …

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Fourth Quarter Market Commentary and January Updates

Fourth Quarter Market Commentary The fourth quarter was dramatic in the financial markets, with a notable increase in stock market volatility. Interest rates rose throughout the year, then fell during the quarter; oil prices plunged to close the year at about $45.00 per barrel. Federal Reserve Chairman Jerome Powell made hawkish comments about continuing to …

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October 2018 Newsletter

9258 Welcomes George! George Kokulis has been retained by 9258 Wealth Management as a management consultant to assist the firm in developing and reviewing the company’s strategic and operating plans. George founded PODGE LLC, a management consulting firm providing strategic and operating management consulting services to financial services firms, in 2008. Prior to that, George …

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Social Security 101 Event

This presentation covers eligibility factors for retirement, survivor, and disability benefits. Included will be an explanation of the 2016 changes in the social security law (suspending/restricting to spousal benefits) by showing examples of several different strategies. This event is essential for making an informed decision about when to start receiving retirement, spousal, and widow(er) benefits. …

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2018 Mid Year Updates

The Market Markets remained volatile in the second quarter of 2018, as a series of political and geopolitical events caused temporary pullbacks in stocks. But in contrast to the first quarter, U.S. economic growth and corporate earnings reminded investors of still-strong economic and market fundamentals. Subsequently, the major U.S. stock indexes were able to finish …

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March, 2018

The Market During January, equities experienced the best market returns for that month in nearly 25 years. (CNBC). So goes January, so goes the year, 88.9% of the time. (Mike Gibbs, Raymond James) The S and P 500 gained 5.8% for the month (Mike Gibbs, Raymond James) During February, market volatility returned. The S and P 500 …

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