Investment Strategy & Market Updates

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

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

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