Month: January 2020

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JUDY VANARSDALE RECOGNIZED IN FORBES AS A 2020 TOP WEALTH ADVISOR IN ILLINOIS

Contact: Judy VanArsdale

847-550-1500

Judy@LakeviewWM.com

Deer Park, IL — January 16, 2020 – Judy VanArsdale of Lakeview Wealth Management was recently ranked No. 52 in Illinois in the 2020 Best-In-State Wealth Advisors list published by Forbes.  

According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.

“This recognition is a testament to Judy’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Judy for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank her for the work she does in support of her clients.”

Judy VanArsdale has offices located in Deer Park, Downers Grove and St. Charles, IL and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more. Please visit our website at www.LakeviewWM.com for more details.

VanArsdale is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives. 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

*Based on total revenues, Financial Planning magazine, June 1996-2019

LPL Financial, Forbes magazine and Lakeview Wealth Management are all separate entities. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. 

Securities offered through LPL Financial, Member FINRA/SIPC 

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Viral Outbreak Ends Period of Market Calm

Fears that the deadly coronavirus would spread further around the globe intensified Monday and led to the biggest one-day drop in the S&P 500 Index since October 8, 2019. In fact, it was the first time the index moved 1% in either direction since early October—spanning 71 trading days. Not only that, but the index’s streak of 30 consecutive days without back-to-back declines, tying the longest such streak in over 60 years as shown in the LPL Chart of the Day, came to an end. Stocks had been eerily calm. 

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A Sentiment Check

Wall Street has often called this the most hated bull market in history, and for good reason. Even though this bull market is the longest on record, it has been the third-slowest expansion since 1950 based on annualized
growth. While slow and steady price appreciation has been frustrating at times, stocks’ gradual ascent has helped sustain consistent gains for 129 months and kept sentiment in check.

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Earnings Are All About 2020

Fourth quarter earnings season kicked off last week with 24 S&P 500 Index companies reporting fourth quarter results. The market’s reception to the first batch of results was mostly positive, particularly for several of the big banks. The percentage of companies beating consensus estimates (74%) and the average magnitude of positive surprises (4%) compared favorably to recent trends.

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Assessing Geopolitical Risk

These latest developments in the Middle East understandably have many investors on edge. As market
strategists, we face the difficult task of separating the human toll from the economic and financial toll—never easy when lives are lost in times of geopolitical conflict.

For investors, the good news is the stock market has a long history of shrugging off significant and unsettling geopolitical events. As serious as this escalation and the prospect of war with Iran are, previous experiences have shown us these developments may not have much impact on U.S. economic fundamentals or corporate profits. That means any resulting stock market volatility may be fleeting, as was the case last week.

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Lessons From the Past Decade

The S&P 500 Index embarked on a historically long rally last decade. At the end of 2009, the benchmark was nine months into what would become the longest bull market on record (129 months and counting). Since then, the S&P 500’s price has almost tripled, riding a wave of economic growth, improved earnings, muted inflation, and central bank accommodation.

However, the equities rally has been slow and steady compared to history, even with a few strong years mixed in. The S&P 500 has grown at an 11.2% annualized rate over the past 10 years, the fourth-slowest pace among all decades since 1950. Though the growth rate trailed other decades, price appreciation closer to long-term averages helped keep sentiment in check and sustain the bull market [Figure 1].

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