How is the Market Doing?

Introducing…

The Divvi Market Dashboard

What is the Divvi Market Dashboard? It is intended to provide the high-level market and economic data you care about, on a single page. The goal is to help you understand what’s driving performance in 60 seconds or less.

Stock market returns. Bond market returns. Sectors, factors and interest rates.

And a quick look at the local Kansas City jobs and housing markets. Clients outside KC, local versions for your markets will be available soon.

This will be soon be available at divviwealth.com. Until this, use this link to download. 

Want to see more? Click on the video below for a one-minute overview.

Divvi Wealth Management (DWM) is a State registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. DWM has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. DWM has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the adviser’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. DWM has presented information in a fair and balanced manner. 

DWM is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. 

DWM may discuss and display, charts, graphs and formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. 

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions, and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Eric Blattner

Eric Blattner, CFA, CFP®, CIMA®, EA is a Partner and Wealth Advisor with Divvi Wealth Management. With more than 20 years of experience working as an advisor and with a large asset manager, Eric is uniquely positioned to deliver thoughtful commentary on markets and its participants.

He works with individuals and families to help design financial plans and manage investment portfolios.

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Three Things 2023’s Best Stocks Have in Common

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How Am I Doing? Keep a Long-term Perspective When Evaluating Investment Performance.