Investment Strategy & Market Updates

Embedded thumbnail for Investment & Economic Strategy Update...January 16, 2019

Investment & Economic Strategy Update...January 16, 2019

January 16, 2019
  • Overall Economy looks good in 2019
  • New Jobs Number Up in 2019
  • Turn Off That TV...Too Much Media Hype!
Embedded thumbnail for Question: " Does Short-Term Market Timing Work?"

Question: " Does Short-Term Market Timing Work?"

January 16, 2019
  • Short-Term Market Timing DOES NOT WORK!
  • 10% Corrections Every Year ARE NORMAL!
  • Emotional Reactions Will COST YOU A FORTUNE!
Embedded thumbnail for Investment & Economic Strategy Update...January 2, 2019

Investment & Economic Strategy Update...January 2, 2019

January 02, 2019
  • Recent Volatility is Likely Attributed to Wall Street Computerized Trading
  • Economy is on Stable Footing for 2019; maybe slower growth, but still growth
  • We make adjustments As Necessary to Portfolios when changes occur
Embedded thumbnail for Question: "Should I Be Worried About Market Volatility?"

Question: "Should I Be Worried About Market Volatility?"

January 02, 2019
  • Volatility doesn't mean a Recession is near
  • Emotional Investors are the Biggest Losers
  • Look at 3-5 years Ahead, not the Past
Embedded thumbnail for Investment & Economic Strategy Update...November 27, 2018

Investment & Economic Strategy Update...November 27, 2018

November 27, 2018
  • Election Results
  • Trade Tariffs & China
  • Making $ Is A Long-Term Process
Embedded thumbnail for Question: "Should I Be Worried About Another Recession?"

Question: "Should I Be Worried About Another Recession?"

November 27, 2018
  • See No Signs Of A Recession, Normal Volatility
  • A Growth Economy
  • Slower GDP Growth In 2019
Embedded thumbnail for Investment & Economic Strategy Update...November 6, 2018

Investment & Economic Strategy Update...November 6, 2018

November 07, 2018
  • Election Day...Finally Here!
  • Seeing Solid Jobs numbers, Wage Increases...all Net Positive for the Economy
  • No signs of a Recession
  • Look for the Fed to Raise Rates in 2019
  • The "wrong" Bonds can Devastate your Portfolio!
Embedded thumbnail for Question: "Variable Annuities?"

Question: "Variable Annuities?"

November 07, 2018
  • Variable Annuities: Who exactly are they good for, you or your so-called Advisor?
  • Your so-called Advisor wants to move your current Annuity to another Annuity...for that big commission!
  • High Expenses that take away from Your Returns! 
  • Find Yourself a Fee-only Fiduciary Advisor
Embedded thumbnail for Investment and Economic Strategy Update: October 23, 2018

Investment and Economic Strategy Update: October 23, 2018

October 23, 2018

  • The market has experienced some volatility over the past few weeks

  • Short term market timing has proven to be disastrous for your portfolio

  • All assets experience intra-year volatility, so it is important to concentrate on the big picture

  • Worry about the next 5-year average, not the next 12 months

  • We see an upward trend for GDP

  • Avoid the hype from the mainstream media

Embedded thumbnail for Question: "Can You Curb Market Volatility?"

Question: "Can You Curb Market Volatility?"

October 23, 2018

  • Less volatile investments typically make lower returns

  • Short term investors that chase returns often hurt their portfolio

  • All investments experience volatility

  • Real Money Managers take emotions out of their strategy

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