Ready to Learn More? If you’d like to speak about the market in greater detail or inquire about our fundamental investment process, don’t hesitate to schedule some time on our National Sales Manager, Aaron Ploscowe’s, calendar. He’d be happy to answer your questions. If you’d like to download a copy of our market commentary, click here. …
Market Commentary – Inflation Is Key To everything (Video) Read More »
The past few years have brought a new source of worry and speculation into the average investor’s mind—the global economy. Since 2008, most of our clients learned to stay abreast of economic trends in the United States. We all remember how painful an economic crisis can be within our portfolios. But since COVID-19, followed closely …
What’s Going On With Ukraine, Inflation, and The Global Economy: Q&A With Our Economist Read More »
The major news outlets and financial commentators are keeping us awash with updates on Ukraine and markets have continued to be volatile. But many questions remain—what’s going to happen? What does this all mean for the global economy and markets? How will my portfolios be affected? Advanced Asset Management Advisors is actively monitoring the developments through …
Ukraine-Russia Conflict Market Update: A Fundamentally-Rooted overview Read More »
The investment road is full of bumps, potholes, and surprise corners. Tactical Beta is a vehicle designed to provide a smoother ride while getting clients where they need to go. Scroll on to learn more about Tactical Beta, including three practical use cases and three real-world examples of the strategy in action: At Advanced Asset …
Show of hands… how many of you knew that Amazon was in the Consumer Cyclical sector? Or what about Equifax being in the Industrials sector? And a little closer to home—that Broadridge Financial Services is in the Technology sector, not Financials? What do these companies have in common? They are in all in the S&P …
2020 was a challenging year for many segments of the market, and particularly unkind to dividend investments. Looking at the past 2.25 years—a telling time that includes the peak earnings point for the broader market—you can see that the average dividend investment (funds and ETFs within Morningstar’s Equity Income category and that carry “dividend” in …
Dividend Portfolio Review – What Happened in 2020 and What to Expect in 2021 Read More »
What’s in store for advisors and investors in 2021? We take identify a few key factors that could affect advisors, portfolios, and the economy throughout the year. At Advanced Asset Management Advisors, we take a fundamental approach to market analysis and portfolio construction. Interested in learning more about fundamental investment strategy? Click here to see our process. …