12/11/2017 Weekly Market Commentary

  “It’s the hap- happiest season of all.”1 While holidays don’t make everyone happy, investors should be feeling festive. The Standard & Poor’s 500 Index is up more than 18 percent year-to-date. The Dow Jones Global ex U.S. Index is up about 21 percent year-to-date (refer to the table), and Treasury bond yields are lower than they were at the start of the year. 2 In addition, the CBOE Volatility Index (VIX), a measure of […]

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The DOL Fiduciary Rule: What You Need to Know

30 years ago, Kowal Investment Group was founded on the principle that the client always comes first. Since its inception, Kowal Investment Group has acted under a fiduciary standard of care, elevating our client’s needs before our own. Our firm is governed by strong values of respect, honesty and communication, which serve as the foundation for the success of our team and our clients. Because of our true client-focused philosophy, our clients can turn to […]

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