Posts by CA Dentists Guild

2018 MEETING CALIFORNIA DENTISTS’ GUILD

April 20-21, 2018 La Playa Hotel, Carmel-by-the-Sea, CA Group Rate: $299/nite for CDG Call: 1-800-582-8900 Guest Speakers: Gregory Bankowski, AYCO “Tax Law Changes” Adam Brown, T. Rowe Price, “Market Overview” and CDG Service Providers ABD Retirement Plan Advisors Download Flyer HERE                            …

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Save The Date

What: CDG Member Meeting When: April 20th and 21st Where: La Playa Hotel. Camino Real at Eighth Avenue, Carmel, CA 93921 Details: Invitations Coming Soon

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Third Quarter 2017 Newsletter

During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our attention, how do we know where to focus? As investors, it’s important that as we acknowledge the…

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FOURTH QUARTER 2016 PLAN SPONSOR NEWSLETTER

What a difference a year makes. At this time last year, the market had finally recovered from an August swoon that left the S&P 500 more than 10% off its all-time highs, the first 10% correction in more than four years, with the worst still ahead in January and February 2016. Concerns over market risk…

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Fourth Quarter 2016 Newsletter

Dear Participant, Markets are off to a much better start in early 2017 than in 2016. After 10 trading days, the S&P 500 is up 1.3% year to date, compared to an 8% decline during the same period in 2016. You may recall that a year ago, in early 2016, markets faced a number of…

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2016 Mid-Year Participant Letter WHAT BREXIT?

THE FIRST HALF OF 2016 provided a choppy ride. We were faced with continued concerns about global economic growth, uncertainty about interest rates, slowly rising oil prices and the prospect of a contentious U.S. presidential election. Stock market volatility spiked higher early in the year, fell off at the close of the first quarter and…

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By The Numbers

1. NOT MUCH SINCE THEN Since reaching an all-time closing high on 5/21/15 (i.e., 11 months ago), the S&P 500 has gained +0.1% (total return). The S&P 500 consists of 500 stocks chosen for market size, liquidity and industry group representation. It is a market value weighted index with each stock’s weight in the index…

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