What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. The Fed has spoken. On June 16th, the Chairman alluded to talks …
Market Extract: Taper Talk, Cash Balance, and Growth vs. Value Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. The stock market was mixed last week. The S&P 500 index gained …
Market Extract: 10 Year Treasury Yields, CPI, and Historical Inflation Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. Equity markets posted small gains last week as Friday’s market recovered earlier …
Market Extract: Jobs Miss, Fed Tapering, Small Cap Equity Trends Read More »
What’s going on in the market today, and how might your business, your portfolios, and your clients be impacted? The Market Extract aims to provide a condensed, clear, and highly relevant view, with insights from Advanced Asset Management Advisors’ investment committee to you. Last week saw equity market gains (S&P 500 +1.16%) with firm bond …
Market Extract: Equity Gains, Inflation, Sensationalized GDP Read More »
I’m 29 years old, work for a fundamentally-rooted investment advisory firm, and now have a heightened regard for the work financial advisors face in the years to come. Click here to read the full article at thewealthadvisor.com
Inflation is on a lot of people’s minds, and for good reason. An unprecedented amount of money has been (and continues to be) injected into the U.S. economy. Logic follows that more money chasing the same amount of goods and services (or in our current economy, fewer goods and drastically fewer services) will eventually result …
A big boat gets stuck in a canal halfway around the world and the price of coffee goes up… If you haven’t heard, last week brought trouble to the global trade environment when a massive Taiwanese shipping vessel, the Ever Given, became lodged sideways in the Suez Canal. The result is the equivalent of a …
Big Boats, Black Swans, and the Importance of Preparing for the Unlikely Read More »
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 »
Just when you thought things were settling down from 2020, another volatility event snaps us back to reality – the market is truly unpredictable. 2021 has kicked off with a bang, most recently with the GameStop short squeeze that the media reports has pitted Wall Street Hedge Fund managers against a contingent of retail investors …
The GameStop Canary – What Advisors Can Take Away from the GME Short Squeeze Read More »