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According to a recent Bankrate survey, nearly three out of four (74%) of U.S. adults have a financial regret. The most common is not saving early enough for retirement (21%), followed by taking on too much credit card debt (15%) and not saving enough for emergencies (14%).

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by Reuters in “Wall St Week Ahead

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured by Reuters in “Wall St Week Ahead

The third quarter of the year lived up to its historic reputation of being a difficult three-month period. The S&P 500 declined 3.2% in the quarter and 4.9% on an equal-weighted basis.

For most of the first half of the year, mega capitalization tech stocks pulled the overall averages much higher than most equities. This reflects the market weighted impact of these mega capitalization equities.