Investment Strategy & Market Updates

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  • Don’t be sold the outdated allocation pie!

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