Investment Strategy & Market Updates

Embedded thumbnail for Question: "Tariffs . . . Good or Bad?"

Question: "Tariffs . . . Good or Bad?"

July 13, 2018
  • 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

Embedded thumbnail for Investment & Economic Strategy Update: June 20, 2018

Investment & Economic Strategy Update: June 20, 2018

June 20, 2018
  • 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

Embedded thumbnail for Question: “Traded REITs . . . Good or Bad?”

Question: “Traded REITs . . . Good or Bad?”

June 20, 2018
  • 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

Embedded thumbnail for Do You Have a Real Advisor or an Arsonist?

Do You Have a Real Advisor or an Arsonist?

June 07, 2018

Learn the difference between a Fee-Only Fiduciary Money Manager and the other So-called Advisors

Embedded thumbnail for Investment & Economic Strategy Update: June 6, 2018

Investment & Economic Strategy Update: June 6, 2018

June 07, 2018
  • 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

Embedded thumbnail for Question: “What do I do with Bond Investments?”

Question: “What do I do with Bond Investments?”

June 07, 2018
  • 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

    • High yield bonds
    • Long term bonds
    • Intermediate term bonds (corporate & treasury)
    • Utility Stocks
    • Preferred stocks
    • Traded & non-traded REITs
Embedded thumbnail for Investment & Economic Strategy Update: June 1, 2018

Investment & Economic Strategy Update: June 1, 2018

June 01, 2018
  • 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

Embedded thumbnail for Question: "Should I Buy an Annuity?"

Question: "Should I Buy an Annuity?"

June 01, 2018
  • 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

Embedded thumbnail for Investment & Economic Strategy Update: May 22, 2018

Investment & Economic Strategy Update: May 22, 2018

May 22, 2018
  • 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

Embedded thumbnail for Question: "Annuities . . . Good or Bad?"

Question: "Annuities . . . Good or Bad?"

May 22, 2018
  • 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

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