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Market Highlights in Charts 3.30.18

March 30, 2018

Market recovery including housing expansions, US trade deficit worsening, a closer look at CBO's budget projections and reality; plus, US energy inching towards independence, and medicaid spending continues to rise all in today’s Market Highlights in Charts.

"FOMO" or "Oh, No!": Balancing Risk and Capital Gains

March 29, 2018

Can you be honest with yourself? Seriously…completely honest? OK, then please answer this question:


When was the last time you reviewed your portfolios and rebalanced them back to the asset allocation outlined in your financial plan? As the chart below illustrates, we have been enjoying a nine-year bull market, currently the second longest in history, which may continue to run for a long time. Or not. No one, including us, has any idea what the next week, month or year will bring. Looking at the chart, what does your gut tell you ...

Market Highlights in Charts 3.28.18

March 28, 2018

China, China, China… oil imports, currency and trade surplus climbing; a comparative look at countries’ debt issuance, plus a reminder of the last time we used tariffs with Smoot–Hawley, all in today’s Market Highlights in Charts.

Market Highlights in Charts 3.26.18

March 26, 2018

Borrowing costs climb higher as QE unwinding takes place, S&P 500 dividend yield, wage growth and inflation indicators, plus a look at a possible breakout for U.S. Treasury Yields, all in today’s Market Highlights in Charts.

Tactical to Practical: Understanding the Importance of Types of Market Declines

March 22, 2018

Most investment professionals would agree that stock market price movement in the 0-5% range is just ordinary market movement or statistical “noise”. After this, there are three types of market declines that are simply distinguished by the size of the declines: A Pullback is defined as a 5-10% drop, a Correction is a 10-20% decline and a Bear Market is a 20+% decrease in market price. The first should be ignored as it is also ordinary market movement. The second two should ...

Market Highlights in Charts 3.21.18

March 21, 2018

Today's highlights include a look at US and Spanish bond yields, the high probability of a "higher-than-promised" rate hike at today's FOMC meeting, new budget deal and tax cuts effect on US deficit, plus more disappointing economic news out of Europe. 

Market Highlights in Charts 3.19.18

March 19, 2018

Today's highlights include US gross national debt spike, job openings report reaffirming strong labor market, continuation of yield curve flattening and just for fun, a historical view of U.S. marriage rates by generation.

Market Highlights in Charts 3.14.18

March 14, 2018

Update on the current equity bull market, credit cycle and treasury markets, plus US population decline and its possible impact all in today’s Market Highlights in Charts.

1. Some basic perspective on the current bull market.

Source: WSJ Daily Shot; As of 3/13/18


Trend Following: An Alternative to Buy and Hold

March 13, 2018
Trend following can be a good alternative to the “Buy and Hold” phenomenon that is currently being shown to investors. Many in the financial services industry will tell you that over the long term, Buy and Hold investing will provide you with index-like returns and can beat most active managers. Their philosophy is essentially that there are three steps you should take as an investor: 1) build an asset allocation to manage your risk, meaning deciding what percent to put into the growth portion of your portfolio like stocks or stock funds, and what percent to ...

How to Select and Evaluate an Investment Manager

March 8, 2018
Like clients, every advisor has a different level of knowledge of the due diligence process.

Often times advisors rely heavily on the due diligence efforts of a third-party such as their broker-dealer or Turnkey Asset Management Platform (TAMP). Regardless of your situation, we hope that the process outlined below gives a solid baseline process for manager evaluation. Hopefully it will help you gain comfort with your investment selections, help demonstrate the value you’re providing your clients, and fulfill many of your ...

Market Highlights in Charts 3.7.18

March 7, 2018

1. More than one measure is showing wage inflation on the rise. Based on the unemployment level, reasonable wage increases are to be expected...

Market Highlights in Charts 3.5.18

March 5, 2018

1. This is why the FED has to be careful... In a low growth environment, it won't take much to tip the economy into a recession.