We first use a fundamental approach to identify sectors of the U.S. and international economies which likely have a significant advantage or disadvantage in the current environment. Simply eliminating unfavorable sectors and diversifying among the rest is usually a better strategy than simply investing in the index(es). The beauty of the approach is being wrong…
With the Bull Market, by some arbitrary measures, now almost 63 months old and the Fed “tightening”, there is seldom a whole day that goes by (usually a Sunday if there is one) that someone doesn’t ask or comment about the age of this bull market. If bull and bear markets ended intraday instead of…
Have you ever met with an investment advisor to create a plan for your future, only to be presented with a pie chart? You are then told, based on your age, what the appropriate size of each pie slice should be for you. These slices are typically arranged by asset class, such as small cap,…
Have you ever met with an investment advisor to create a plan for your future, and the first thing they present is a pie chart? You are then told based on your age, what the appropriate size of each slice should be for you. These slices are typically arranged by class (small cap, mid cap, large cap, growth and value, international and bond funds, etc).
I am not sure anyone saw such a good 2013 coming with the headwinds we faced at the beginning of the year when we endured the largest tax hike, a sequestration, a D.C. argument about the fiscal cliff and risked default on our debt service, a possible war in the Middle East along with the…