News - Page 3 of 17 - Sagent Wealth Management

Jun 15 2015

Mortgage Rates Top 4% in Test for Housing

Mortgage rates extended above the 4% threshold last week in concert with an increase in the yield on on the 10 year treasury. Investors are demanding high yields on the 10 year treasury as they anticipate an increase in the Federal Funds rate. Time will tell what impact these higher mortgage rates will have on Read more ➝

Jun 3 2015

College Graduation. A Time For Optimism.

I recently attended my daughter’s college graduation ceremony and can say, if you are ever feeling down and blue about the future, swing by a college commencement ceremony. The graduates’ accomplishments and speeches are so uplifting, they will surely recalibrate your optimism. And why shouldn’t they be optimistic. For them, the consequences of failure are Read more ➝

May 4 2015

May Newsletter-Has the low-hanging fruit been picked?

Each year I attend the annual conference of the Investment Management Consultants Association (IMCA), a group made up of some the brightest Investment professionals in the country. Collectively, IMCA members advise a broad cross section of investors, from the largest pension plans and ultra-high net worth individuals to Millennials and Gen X’rs who are just Read more ➝

Apr 30 2015

Case-Shiller: Home prices continue steady march upward

This week the Los Angeles Times reported that home prices continue to rise here in Southern California and elsewhere in the Nation. Denver and San Francisco lead the pack with 10% and 9.8% year-over-year growth rates. The LA metro area came in at 5.8%. This bodes well for the overall US Economy since housing prices Read more ➝

Apr 1 2015

April Newsletter: Do you really need a Financial Advisor?

In February of 1993, I started as a green horn financial advisor with Shearson Lehman Brother’s (later to become Smith Barney, the firm that “made money the old fashioned way, they earned it.”) It was a great time to get started because Wall Street had figured out that people were sick of dealing with “Stock Read more ➝

Mar 22 2015

Home Sales On The Rise

Share prices of Home Builder KB Homes soared 8% after a better than expected earnings report. Chief Executive Jeffrey Mezger said there was more demand from would-be home buyers in the first quarter than a year earlier. The company sold nearly 20% more homes in California last quarter, at an average price of $550,600 — Read more ➝

Mar 19 2015

Now may be the time to rethink international allocations

Deutsche Bank’s Foreign Exchange (FX) team forecasts that the U.S. dollar will continue to appreciate against other major currencies through 2017. As this occurs, U.S. investors with international allocations may continue to see their returns eroded by the currency effect. In their white paper on the subject, they make a strong case for a long term cyclical Read more ➝

Mar 19 2015

7 Reasons Oil Prices Will Continue to Tumble

As reported by Oxford World Financial Digest: Fortune magazine has run an engaging and enlightening article, written by market analysts, which argues that there are seven signs why oil prices will continue to drop. The first reason is that the world is flooded with oil. US production is near a thirty-two year high at near Read more ➝

Mar 4 2015

Netanyahu’s Speech Before Congress

Regardless of your political stripes, this is a speech is worth watching. It lays out the current state of affairs in the the Middle East in all its complexity and describes the risk of not getting the policies right in the region. As much as many of us in the US would like to divorce Read more ➝