Investment management & Financial consulting

UDB Financial

Market Commentary

See what is happening in the markets this week.

May 22, 2017

MARKET COMMENTARY
 
 
How much is too much?
 
There has been no shortage of drama since the new administration took office – legislative setbacks, controversial hiring and firing, and fiery tweets on various topics. Regardless, U.S. investors and markets remained stalwart until last week when the CBOE Volatility Index (a.k.a. the fear gauge) jumped 46 percent higher and markets declined.
 
Financial Times explained:

“…a range of stock benchmarks made their biggest single-day fall since November, as the political controversy over Donald Trump ties with Russia undermined investors’ faith in the administration’s ability to enact its pro-growth policies. Markets subsequently steadied, but investors are primed for further volatility as the White House faces the distraction of a lengthy inquiry led by an independent special counsel.”
 
Markets recovered some ground late in the week as the influence of Washington, D.C. drama was offset by strong earnings news. On Friday, FactSet reported first quarter earnings results were in for 95 percent of the companies in the Standard & Poor’s 500 (S&P 500) Index and 75 percent had beaten estimates. Altogether, corporate earnings were about 6.0 percent higher than expected.

Earnings performance was particularly strong for companies in the Information Technology, Healthcare, and Financials sectors, and relatively weak for companies in the Telecom Services, Real Estate, and Consumer Staples sectors. read more

January 2, 2017

OUTLOOK 2017: GAUGING MARKET MILESTONES



Stock markets, bond markets, the economy, policy — some years they push and pull on
each other lightly as markets follow their own path; in others, one influence, such
as monetary policy, dominates. But sometimes, often following a period of change, understanding
the pushes and pulls and how they interact becomes a key to reassessing market dynamics
for the next year and beyond. READ MORE

May 1, 2017

UDB FINANCIAL MONTHLY FOCUS

401(k) Decisions -- You Can Take It With You

If you are preparing to change jobs, do you know what your choices are for managing the money in your current employer's retirement plan? Although many people choose to take a cash distribution, there are other options that may benefit you more.
 
Taking a lump-sum cash distribution may trigger an immediate 20% federal withholding tax. In addition, a 10% additional tax may apply if you are younger than age 59½.* Taking your money in cash also means that you'll no longer enjoy the potential benefits of tax deferral that a qualified retirement plan offers.

 

April 3, 2017

BUSINESS REPORT'S ANNUAL REPORT - 2017 PROFILES OF SUCCESS


 CLIENTS OF UDB FINANCIAL
can expect an experienced staff, along with a relaxed environment, when they visit the firm’s Baton Rouge office for their investment management and financial consulting needs.

“We strive for a very personal, family- oriented culture in the office,” says Samuel J. Marino Jr., a partner in the Baton Rouge office. “
 
UDB Financial was founded by partners Michael Upton, Jeffrey Draughon and Joey Bollinger in 2004 in Alexandria. After 10 years of being with another national broker/dealer, the partners chose to affiliate with LPL Financial because of the independent service model and no proprietary investments. READ MORE


                                               Congratulations!!  Best Financial Advisor-Cenla Reader's Choice Awards 2017
Given by Cenla Focus Magazine (Award based on online votes)

• Michael Upton, AAMS, AIF®,

Financial Consultant

Press Releases
24
Mar
JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT

Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Independent Financial Advisors and Industry Decision ...read more

10
Mar
Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors

Michael Upton, Jeff Draughon & Joey Bollinger, independent LPL Financial advisors at UDB Financial, today ...read more

31
Aug
UDB Financial Attends National Financial Services Industry Conference

Michael Upton, Jeff Draughon, Brian Flynn, Stan Bollinger, Lori Decker, Tony Ragusa, Bradley Secrest & ...read more

News
  • Mar 24
    - JEFF DRAUGHON AMONG FINANCIAL ADVISORS ATTENDING BARRON’S TOP INDEPENDENT ADVISORS SUMMIT
  • Mar 10
    - Michael Upton, Jeff Draughon & Joey Bollinger Recognized by LPL Financial as Top Financial Advisors
  • Aug 31
    - UDB Financial Attends National Financial Services Industry Conference

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