Advisor Confidence Index

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2014/07/first-clearing-logo.pngA monthly benchmark of financial advisors’ confidence in the economy and markets exclusively sponsored by FirstClearing. A reading below 100 indicates pessimism, over 100 indicates optimism.

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Advisor Confidence Jumps in June



Key Stats:
Current state of the economy: 3.9%
Economy in six months: 3.6%
Economy in twelve months: 1.1%
Markets in six months: 4.3%

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As GDP picks up, public companies with excess cash will scramble to invest capital or risk under-performance. This will boost US economic activity and the stock market.”
– Jonathan Foster, President & CEO, Angeles Wealth Management

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The economy and the stock and bond markets are doing okay. The constant cacophony about higher rates has not materialized. Growth is average, inflation is subdued, S&P 500 earnings are growing 6 to 8 percent. What's not to like?”
- Brian Gilmartin, Trinity Asset Management, Inc.

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I think the general bullishness among advisors will precipitate a 10% pullback in the market.”
– Edward Wilson, Stratos Wealth Partners


 

Current View of U.S. Economy
3.9%
Financial advisors are also significantly more optimistic about the near term future of the economy; that component of the index rose 3.6 percent in June.

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View of the U.S. Economy: Next 6 Months
3.6%

Financial advisors may have capitulated to markets, as their confidence in the near-term future of the stock market rose significantly, up 4.3 percent from May.

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View of the U.S. Economy: Next 12 Months
1.1%

While still positive, advisors view of the future of the U.S. economy rose only 1.1 percent over last month.

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U.S. Stock Market Outlook: Next 6 Months
4.3%

Financial advisors may have capitulated to markets, as their confidence in the near-term future of the stock market rose significantly, up 4.3 percent from May.

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