Investment Strategy & Market Updates

Embedded thumbnail for Investment & Economic Strategy Update...September 17, 2019

Investment & Economic Strategy Update...September 17, 2019

September 17, 2019
  • Generally Speaking, Most Of The Equity Markets Are At An All Time High
  • We Continue To Avoid Equities In Countries Outside Of The U.S.
  • The U.S. Is Energy Independent Thanks To Our Current President's Policies
  • My Research Shows The U.S. Is The "Cleanest" Of Any Developed Nation In The World 
Embedded thumbnail for Question: "Inverted Yield Curve, Interest Rates, Recession: What Should I be Doing Now?"

Question: "Inverted Yield Curve, Interest Rates, Recession: What Should I be Doing Now?"

September 17, 2019
  • Once Again, Inverted Yield Curve Does Not Guarantee A Recession
  • Interest Rates Have Come Down Too Far...In My Opinion
  • Retirees Are In The Wrong Place & Wrong Allocation of Equity vs Bonds...In My Opinion
  • Understand Your Risks!
Embedded thumbnail for Investment & Economic Strategy Update...August 27, 2019

Investment & Economic Strategy Update...August 27, 2019

August 27, 2019
  • G7 Meeting Completed...U.S. Continues To Work On Fair Trade Deal With China
  • G7 Members Working On Fair Trade Practices, Especially With China
  • RWM Does A LOT Of Research On Recessions: Not In One, Not Headed Currently (I May Change My Viewpoint In 3 Months or 3 Years)
  • Big Brokerage Houses Love To Hype It Up!
Embedded thumbnail for Question: "How Can I Get Higher Income Safely For My Portfolio?" (Hint...You Can't)

Question: "How Can I Get Higher Income Safely For My Portfolio?" (Hint...You Can't)

August 27, 2019
  • ​Making Good Returns In A Conservative Investment Is Not Possible (In My Opinion)
  • It Takes Some Degree Of Risk To Make More $ In Returns
  • Be Cautious Of Investing In Bonds!
  • Do Not Stretch For Yield
Embedded thumbnail for Investment & Economic Strategy Update...August 13, 2019

Investment & Economic Strategy Update...August 13, 2019

August 13, 2019
  • Seeing A Bit Of Volatility; Normal For This Economy...In My Opinion
  • Anticipate China Trade Talks Could Go Into 2020 & Possibly Beyond
  • Expect GDP To Run About 2%; Which Is Not A Recession
  • Anticipate Quality Earnings In U.S. Corporations Next Quarter Of 2019
Embedded thumbnail for Question: "What Should We Expect With Interest Rates & What Is An Inverted Yield Curve?"

Question: "What Should We Expect With Interest Rates & What Is An Inverted Yield Curve?"

August 13, 2019
  • Interest Rates Could Go Lower If No Signs Of Recession & Economy Slows Too Much...In My Opinion
  • Inverted Yield Curve: e.g. Shorter Term Rates Are Higher Than Long Term Rates
  • An Inverted Yield Curve Does Not Guarantee Signs Of A Recession
  • Avoid Value (Financials); Look For Growth...In My Opinion
Embedded thumbnail for Investment & Economic Strategy Update...July 24, 2019

Investment & Economic Strategy Update...July 24, 2019

July 24, 2019
  • Firmly Into 3Q2019...Expect About 2 1/2% GDP Growth
  • Job Growth, Wage Growth, Retail Sales Are All Excellent
  • Reality Is We Usually See A Correction Every Year
  • Volatility Is Normal...Inter-year Pullbacks Of All Asset Categories Are All Healthy Market Corrections
  • 2020 Election...In My Opinion It's Policies That Matter!
Embedded thumbnail for Question: "How Should I Manage My Risk When Investing?"

Question: "How Should I Manage My Risk When Investing?"

July 24, 2019
  • Stay Within Your Risk Profile
  • Can You Stay The Course If You Increase Your Risk?
  • Stay Consistent With Your Objectives
  • Don't Make The Same Mistake Over & Over
Embedded thumbnail for Investment & Economic Strategy Update...July 10, 2019

Investment & Economic Strategy Update...July 10, 2019

July 09, 2019
  • 3Q2019 Begun Quite Well
  • ​Unemployment #'s, Jobs #'s, GDP Growth, All Look Good
  • College Debt/College Degrees
  • Current Government Policies In Place Are Working For America
Embedded thumbnail for Question: "Should I Invest In Medical Device/Drug Companies?"

Question: "Should I Invest In Medical Device/Drug Companies?"

July 09, 2019
  • We Like Drug & Medical Device Companies...We Own ETF's
  • Medical Businesses In General Grow Whether In A Recession Or Not
  • Great Opportunities To Own Some Investments In The Medical Area With ETF's...In My Opinion

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