Investing

Market Commentary – Unremarkable (Video)

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.  […]

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The Fed Says Vs. The Fed Does – Just How Restrictive Is Monetary Policy Today?

All Federal Reserve spokespersons refer to the current monetary policy stance as “restrictive”.  Financial conditions suggest otherwise. Today, the Real Federal Funds Rate is 1.85% (nominal rate less CPI).  The Real Rate peaked near 4% in mid-1998 and in late 2006.  Otherwise, the most “restrictive” real rates occurred in the late 1970s through the early

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Strategy Update – Shifting The Balanced Between Equities And Fixed Income

Last week, AAMA initiated a shift in its Balanced (or Strategic Balanced) allocation model. The strategy, which previously maintained a 60% allocation to equities, has been rebalanced to a target 50% equity exposure. Why Lower The Equity Exposure Today? Equity valuations have become overvalued over the past few years. The over-valuation rivals those of 1999-2000,

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Market Commentary – Assumed Intelligence (Video)

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. 

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