Management Fee

Because we are a fee-only fiduciary, our fees are based on a percentage of the assets we manage for you. We do not receive any compensation from any third parties, provide referrals to others for compensation, or pay others to refer clients to us. As a result, our success is directly tied to your success.

The Milwaukee Company's current fee schedule is as follows for clients for whom we manage greater than $1,000,000 of assets:

The Milwaukee Company™

Search

msalm2
- Jun 5, 2020
- 1 min read

Market Review: 6/5/20

Updated: Jul 16, 2020

By Steven Doll, Portfolio Strategist

The stock market rose sharply for the week ending June 5th amid an unexpected increase of 2.5 million jobs in the month of May, lowering the unemployment rate from 19.0% to 13.3%. Interest rates also shot higher as the 10-year treasury yield jumped from 0.65% to 0.91%, while the 2-year treasury yield rose from 0.16% to 0.22%. The price of gold fell over 3.0% on the week as rising stock market confidence lowers the demand for the safe-haven metal. Meanwhile crude oil continues its climb out of a deep hole, rising nearly 7.0% on the week as oil production continues to drop. However, the price for a barrel is still down over 35% so far this year.

Year-to Date Return (as of 06/05/2020)

Recent Posts

Market Review: 9/18/20

For the Week Ending September 18, 2020 By: Steven Doll, Portfolio Strategist After a volatile week for the stock market, U.S. large cap stocks ended over 1.0% lower, while U.S. small cap stocks actual

Market Review: 9/11/20

For the Week Ending September 11, 2020 By: Steven Doll, Portfolio Strategist The U.S. large-cap stock market dropped over 3.5% this week amid a sell-off in highflying tech stocks, while U.S. small-cap

Market Review: 8/28/20

For the Week Ending August 28, 2020 By: Steven Doll, Portfolio Strategist It was a milestone week for the U.S. stock market as the Dow Jones joins the S&P 500 and Nasdaq by entering into positive terr