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Investment Outlook

Having all the information is the best way to create an informed opinion. Through daily and monthly updates and in-depth insights, our goal is to provide accurate and timely economic news. Here, you can gain knowledge from key industry voices such as Capital Market Consultants and Campbell Newman.

MONTHLY OVERVIEW

On a regular basis, our experts look back at past performance and look forward to the economic horizon. While history isn't always an indication of future results, it is a great way to get context for evaluating or re-balancing your portfolio. Take a look at the latest reviews that can help your plan work to its maximum potential. 

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ECONOMIC ALERTS

If you want to stay up to date on financial and investment news even though time is tight, these frequently updated economic alerts will work great for you. Like morning coffee, make these short reads a ritual to your day.

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INSIGHTS AND RESEARCH

The markets are fed by an unending stream of economic statistics, market shifts and political events. Some are simply numbers, like the quarterly consumer price Index, while others are more complex. When the big events happen, we can learn from them and put statistical information into context.

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Index disclosures: Indices are unmanaged. Investors cannot invest directly in an index and they do not reflect any management fees. Past performance does not guarantee future results. There is no assurance a trend will continue. The market value of securities fluctuates and investors may incur a profit or a loss. These analyses do not include transaction costs and tax considerations. Consult your financial advisor if you have questions about your situation. Standard & Poor’s 500 (S&P 500) is an index representative of the 500 largest stocks by market capitalization and considered to be representative of the US stock market in general. The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq.

Investing in small and mid-size companies may involve greater risk in price volatility and potential reward than investing in larger, more established companies.International investing presents certain risks not associated with investing solely in the United States. These include currency fluctuations, political risks, accounting procedure differences and the lesser degree of public information required to be provided by non-U.S. companies.Real Estate Investment Trusts (REITs) expose an investor to special risks associated with investing in real estate. There is the potential for investment illiquidity, the units/shares fluctuate in value, and redemption amount may be more or less than the original amount invested. Individuals must meet specific suitability standards before investing. Any Dividends are based on rental income and are not guaranteed.
Securities and advisory services offered through SII Investments, Inc. Member FINRA/SIPC and a Registered Investment Advisor and are not insured by the FDIC or any federal government agency; not a deposit or other obligation of, or guaranteed by any bank or its affiliates; subject to risks including possible loss of principal amount invested. Ellenbecker Investment Group and SII Investments, Inc. are separate and unrelated companies. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. We have the capability of being registered to do business in every state. Please contact us if your state is not listed below. We are currently registered to offer investment products and services to residents of: Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Louisiana, (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nevada (NV), New Hampshire (NH), New Jersey (NJ), New Mexico (MN), New York (NY), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wisconsin (WI) Fee-based advisory services are available only to residents of: Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Louisiana (LA), Maryland (MD), Massachusetts (MA), Michigan (MI), Missouri (MO), Montana (MT), Nevada (NV), New Jersey (NJ), New Mexico (NM), Ohio (OH), Oklahoma (OK), Pennsylvania (PA), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Washington (WA), Wisconsin (WI)