Investment strategies are unique ways we can increase investment return or reduce the risk of loss.
Below is a video of my webinar last year with XYPN on how to build a defendable, evidence-based tactical asset allocation process within the framework of a long-term oriented financial planning practice. This webinar was for other financial planners trying to improve their own investment processes, but I thought clients and other folks would be […]
(Video) Tactical Investing Systems For Turbulent Times & Markets Read More »
The new year brought with it renewed market volatility. Following over 40% run-ups in the S&P 500 and MSCI All-Country World Indexes from their April 2025 lows through their 2026 peaks, stocks have given back some gains, and many country indices are now in correction territory (YCharts). Year-to-date, energy stocks have reigned supreme, with the
Economic/Market Commentary – 5 Charts We’re Watching in Spring 2026 Read More »
Global stocks continued their ascent this summer from the depths of the April “tariff tantrum” lows. The S&P 500 posted an 8.12% gain through the third quarter, and the MSCI Europe, Asia, and Far East Index climbed by 4.83% (yCharts). Bonds, as measured by the Bloomberg U.S. Aggregate Index, also rose by 2.03% following a
Quarterly Economic/Market Commentary: The Government Presses the Gas Read More »
*This post pertains specifically to “Magnificent 7” employees, and especially employees of Meta, MSFT, and NVIDIA. The concepts within, however, can apply to any employee who receives large amounts of equity compensation* Since the early days of the tech boom, it has been commonplace for employees to receive most of their compensation not as cash,
Following a relatively quiet June and a big stock rally during the first half of July, the last two weeks brought with them a return of normal stock market volatility. Sparking the most recent wave of selling, the Bureau of Labor Statistics’ August payrolls report missed expectations, with the economy only adding 114,000 jobs versus
Stock Market Update: Goodbye July, Hello (Normal) Market Volatility Read More »