Perspectives

This digital archive includes articles from Woodstock’s Quarterly Market Perspectives (QMP) along with additional commentary and analysis from the Woodstock team.

The S&P 500 Index was volatile in the first half of the year through June, and tallied returns that were a little better than break-even at the mid-year mark, +2.6%. The Dow Jones Industrial Average (DJIA) was slightly negative at -0.72%, and the tech-heavy NASDAQ Composite Index was the mid-point winner, up a strong 9.36%. In the third quarter markets accelerated in July and August before slowing in September.
What You Don't Know About Social Security Could Hurt You In discussing various tax advantaged programs with the next generation there is nothing as important as their understanding the US social security program. A recent article discussed what most Americans don’t know about social security.[1] The key idea is that you need to work to benefit: “monthly benefits are calculated based on your 35 highest years of earnings”.
Why Woodstock Holds to the "Real" Fiduciary Standard We like to watch trends. The fundamentals of the work done at Woodstock is not following trends, however, but following actual companies and how we expect their managements to respond to change with the “tools” they have within their companies to continue to produce profits. After doing that work, we like to point out why you, our clients, should be at Woodstock. We believe that you are best served here.

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