Investment Strategy & Market Updates

Embedded thumbnail for Investment & Economic Strategy Update: May 9, 2018

Investment & Economic Strategy Update: May 9, 2018

May 09, 2018
  • Job numbers are positive, Wage Inflation on the rise, Housing & Consumer Consumption numbers are stable

  • Tax cuts starting to take an effect in the economy and we believe its positive results will continue in 2018 & beyond

  • Iran deal has ended, but we believe it will have a minimal impact on U.S. & world economy

  • U.S. growth will help others grow (especially the emerging markets)

  • Normal Volatility is occurring and will continue

Embedded thumbnail for Question: "Stagnant Markets & Adjusting Your Portfolio?"

Question: "Stagnant Markets & Adjusting Your Portfolio?"

May 09, 2018
  • You shouldn’t make changes unless you identify a catalyst

  • Make adjustments when the reasons you bought the investment are changing

  • Historical evidence that the market will behave this way causing investments to be stagnant at times

Embedded thumbnail for Investment & Economic Strategy Update: April 25, 2018

Investment & Economic Strategy Update: April 25, 2018

April 25, 2018
  • Economy is still healthy and we expect it will grow 2.5-3% GDP
  • Overall, equity markets are up, while Treasury Bonds are negative YTD
  • We expect this normal volatility to continue through 2018
  • We see signs of more stabilization and potential growth as we head towards 2019
Embedded thumbnail for Question: "Dividend Yield & High-Income as Portfolio Saving Investments?"

Question: "Dividend Yield & High-Income as Portfolio Saving Investments?"

April 25, 2018
  • RWM is negative on oil and other MLPs
  • MLPs pushed by brokerage firms for their yields
  • Valuations are high, share prices have dropped these MLPs 50-80% in value & dividends have been cut
  • Don’t chase dividend yield and high-income investments as Portfolio Saviors
Embedded thumbnail for Investment & Economic Strategy Update...April 11, 2018

Investment & Economic Strategy Update...April 11, 2018

April 11, 2018
  • China relaxing on import tariffs & trade barriers easing the tension on trade talks

  • Fair trade will help the economy continue to prosper

  • Strong Job Market, Low Unemployment Claims & Corporate Earnings expected to grow

  • Market is experiencing normal volatility - we expect a good year in the foreign and domestic equity market

  • Do your homework on bond investments, not all are appropriate in current state of market

Embedded thumbnail for Question: "Oil Prices & Investments?"

Question: "Oil Prices & Investments?"

April 11, 2018
  • Investors are sold on “high dividends” but dividends can be cut or reduced at the investment’s discretion

  • Oil prices are low and are likely to remain low or decrease in our opinion

  • Oil prices have essentially remained flat despite geopolitical events in the past 12 months because U.S. no longer dependent on foreign oil

  • We expect U.S. to not only achieve energy independence but to become a net energy exporter

Embedded thumbnail for Investment & Economic Strategy Update...April 4, 2018

Investment & Economic Strategy Update...April 4, 2018

April 04, 2018
  •  Current Market volatility is normal with 2018 YTD returns being mostly flat

  •  Volatility stemming from “finger-pointing” and is not a reflection of the economy

  •  General indicators show a growing economy

  •  Avoid having your emotions stirred by the Talking Heads on TV!

Embedded thumbnail for Question: "Recessions & Volatility?"

Question: "Recessions & Volatility?"

April 04, 2018
  • We are seeing a growing economy and normal volatility

  • Over the next 3-5 years you should be in assets that have potential to grow if you’re trying to create wealth

  • Our opinion, too many people are wrongly invested by being oversaturated in bonds or bond type investments that are hurting their portfolio and retirement nest egg

  • Don’t be sold the outdated allocation pie!

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