Portfolio Strategy Review 2015

Overview In 2015, and thus far in 2016, performance isn’t good. All asset classes turned in weak numbers. Oil, commodities, and emerging markets continued a second year of underperformance fueled by concerns of a Chinese slowdown and a stronger US dollar. According to...

Portfolio Strategy Review Q3 2015

Economic Soft Patches, Profit Sustainability Concerns It was a volatile quarter with prices down among almost all asset classes. Concerns about economic weakness here and abroad caused a selloff. China is growing less than before; Brazil and Russia are in severe...

Portfolio Strategy Review Q2 2015

Greece, China, and Interest Rates The second quarter closed with China and Greece dominating financial market headlines. US interest rates rose rapidly from February lows, which put pressure on income/yield sensitive investments like REITs, MLPs, and bonds. The price...

Portfolio Strategy Review Q1 2015

Inflation, Deflation, and the Value of Your Assets Current market speculation is that the Federal Reserve will raise rates to keep the inflation genie in the bottle.  Or not. Deflationary forces such as a strong dollar, weak commodity prices, and stagnant wage growth...

Portfolio Strategy Review 2014

Overview Asset allocation is the strategy we use to diversify your money across a mix of assets. The rationale in this approach is that each asset serves a distinct purpose within your plan. Your asset mix is then determined by how much return you need to meet your...

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