Fenwick Financial Services, LLC
Ann Y. Fenwick, CFP®, MSFS
President
Helping you grow, preserve, and transfer your wealth
At Fenwick Financial Services, it is important to us to build life-long relationships with our clients. We take your whole financial picture into consideration. We believe in designing unique strategies that are aligned with your stated goals.

We believe that our clients should be in full control of their financial well-being. Our goal in the role of Advisor is to coordinate those activities in an effort optimize financial results for you, while providing the utmost integrity and confidentiality.

We constantly monitor the ever-changing financial environment to make sure you remain on track to meet your goals. We know that financial planning is not a one-time event, but a lifelong process.

Whether you are interested in accumulating for retirement, saving for your children's education or planning for the distribution of your assets to loved ones, Fenwick Financial Services has the experience to assist in the process.

We understand that choosing a financial professional is a very important decision. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision. We invite you to explore our site and learn more about the services we provide. Let us help you discover where your dreams can take you.

Please contact us for a complimentary consultation.
Fenwick Financial Services, LLC
1777 Reisterstown Road,  Ste 280
Pikesville, MD 21208
Phone: 410-821-0089
Fax: 410-821-5993
afenwick@fenwickfinancial.com
Weekly Market Review
MARKET WEEK: APRIL 14, 2014

The Markets

The wave of tech and biotech selling that has taken the Nasdaq down more than 8% in just over a month spread to the large caps of the Dow and S&P 500 last week. However, the S&P is still only 4% away from the record 

close

 it hit less than two weeks ago. Meanwhile, the profit-taking in stocks sent the benchmark 10-year Treasury yield down as demand pushed prices up.

 

 

Market/Index 2013 Close Prior Week As of 4/11 Weekly Change YTD Change
DJIA 16576.66 16412.71 16026.75 -2.35% -3.32%
Nasdaq 4176.59 4127.73 3999.73 -3.10% -4.23%
S&P 500 1848.36 1865.09 1815.69 -2.65% -1.77%
Russell 2000 1163.64 1153.38 1111.44 -3.64% -4.49%
Global Dow 2484.10 2517.83 2470.01 -1.90% -.57%
Fed. Funds .25% .25% .25% 0 bps 0 bps
10-year Treasuries 3.04% 2.74% 2.63% -11 bps -41 bps

Chart reflects price changes, not total return. Because it does not include dividends or splits, it should not be used to benchmark performance of specific investments.

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 Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fenwick Financial Services, LLC. NFP Securities, Inc. does not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact NFP Securities, Inc. Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.