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Don’t believe trade wars will come to fruition Too many investors are making emotional decisions based on tariff hype from the media Reposition portfolios from being too conservative to more growth oriented Emerging Markets & US Economy present great opportunities while Europe experiences issues Holding cash is a great opportunity for conservative investors who are over-allocated in bonds
Don’t believe trade wars will come to fruition
Too many investors are making emotional decisions based on tariff hype from the media
Reposition portfolios from being too conservative to more growth oriented
Emerging Markets & US Economy present great opportunities while Europe experiences issues
Holding cash is a great opportunity for conservative investors who are over-allocated in bonds
Fed raised interest rates & is likely to do so 1 or 2 more times in 2018
Tariffs will eventually be worked out in America’s favor
European investments are experiencing slow growth stemming from economic policies and oversaturation
Emerging Markets are doing well with reasonable valuations
We plan to fine tune our portfolio in the near future to minimize risk from bond exposure
Expect normal volatility to continue, which can provide the opportunity to make a realistic return if invested properly
Economy appears strong with a healthy job market
We see a slight increase of recessionary risk, very slight, as always we continue to monitor
Should not be owned at this time due to rising rates
Poor performance last year & are struggling in 2018
Could lose 10% – 30% of your investment if rates continue to rise
Don’t fall victim to yield chasing traps to stretch your returns
Learn the difference between a Fee-Only Fiduciary Money Manager and the other So-called Advisors
Economy is improving & still experiencing normal volatility
Employment numbers were released - more jobs with not enough people to fill them
This distortion has resulted in us seeing some positive wage inflation, which we believe will grow the economy in 2018 and beyond
Our research on recession warning signs shows slightly elevated risk levels
Overconcentration in bond investments are wreaking havoc on your 2018 investment portfolio
Look to stay with short term duration bond investments
High dividend investments are suspect in a rising interest rate environment
Avoid
We are experiencing normal volatility
Job market is good, economy is growing
We are not seeing signs of an immediate recession but our research shows elevated levels of risk for one to occur down the road
Improved policies will grow the economy and secure America’s future
Annuities are sold under the suitability standard, "Not In Your Best Interest"
Equity Index Annuities are sold with misleading sales tactics!
High expenses and bad investments will rob your returns
Annuity Charlatans are Arsonists burning down your retirement
Many Industries are net positive for the year, while Bond market is getting hammered
We are cautiously optimistic for the remainder of 2018 & expect 2nd half to show better returns than 1st half
Our Recessionary Risk Indicators are slightly heightened – closely watching to determine when it is appropriate to reduce risk & hedge positions
Economy is growing; inflation appears tame, employment is strong, wage growth is positive
We believe the current administration is taking proper action to grow U.S. economy
Annuities are sold for the commission they generate the Sales Broker and rob your returns
Annuities are products ridden with insane markups, high expense ratios, & lock up your money with paralyzing surrender fees
Don’t provide you with the lifetime income you’re expecting nor are they as safe as you think
