• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Crown Haven Wealth Advisors Carmel, Indiana

Crown Haven Wealth Advisors

Specializing in working with retirees and pre-retirees in developing investment, income and estate plans in the Carmel and Indianapolis areas of Indiana.

  • Home
  • Who We Are
    • Our Team
    • Community
    • Frequently Asked Questions
    • Testimonials
    • Reviews
    • Jobs
  • Who We Serve
    • High-Net-Worth Individual
    • Individual Investor
    • Retirement Planning
    • Small Business Owner
    • Young Professional
  • Financial Planning
    • Relationship Visit
    • Portfolio Diagnostic
    • RetireSHIELD® Plan Design
    • Advanced Tax Planning
    • Long-Term Healthcare & Estate Planning
  • Resources
    • Blog
    • Investing & Retirement Guides
    • Media Appearances
    • Smart Money Podcast
  • Contact Us

06/20/22 Wealth Management Insights

The 3.9% sell-off on Monday pushed the S&P 500 into a bear market, as the index’s decline from a record high achieved on January 3, 2022, exceeded 20.0%. The NASDAQ has been in a bear market since March, while the Dow on Friday was just shy of a bear, as it was 18.7% below a record set in January. It’s important to remember that bear markets are a natural part of the market cycle and often present opportunities for investors.

Policy Tightening
The 0.75% rate increase that the U.S. Federal Reserve approved on Wednesday marked the biggest hike since 1994 and left the Fed funds target rate at a range of 1.50% to 1.75%. Chair Jerome Powell said that the Fed may slow the pace of rate increases in September if economic growth slows too much

Warning Signs
U.S. retail sales slipped 0.3% in May, falling for the first time in five months amid rising inflation. A separate report showed that industrial production grew at a slower pace last month while factory production fell for the first time in four months.

Value vs. Growth
The U.S. growth stock index fell 5.1% for the week compared with a 6.6% drop for a value index, briefly interrupting the value equity style’s wide year-to-date outperformance versus growth. Year to date, a growth index was down 30.3% compared with value’s 15.2% drop.

We believe there is still reason to be optimistic. The U.S. economy continues to show signs of strength, with unemployment remaining at historically low levels and GDP growth remaining positive. We will continue to monitor the situation closely and will provide updates as needed. In the meantime, if you have any questions or concerns, please do not hesitate to contact us.

Footer

Quick Links

About Us
Financial Planning
RetireSHIELD®
Our Team
Blog
FAQs
Disclosure Information

Contact Us

Crown Haven Wealth Advisors
11555 N Meridian Street
Suite #560
Carmel, IN 46032
Driving Directions
317-564-4691

Follow Us

LinkedIn
Facebook
Instagram
YouTube
iTunes
Spotify

Copyright © 2022 · Crown Haven LLC


Investment Advisory Services offered through Crown Haven Wealth Management, LLC.
Insurance Products offered through Crown Haven Wealth Advisors, LLC
Tel: 317-564-4691
Crown Haven’s Form ADV | Disclaimer | Privacy Notice

Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.