Markets

Market Extract: Taper Talk, Cash Balance, and Growth vs. Value

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 »

Market Extract: 10 Year Treasury Yields, CPI, and Historical Inflation

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 »

Market Extract: Jobs Miss, Fed Tapering, Small Cap Equity Trends

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 »

Market Extract: Equity Gains, Inflation, Sensationalized GDP

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 »

Image of large shipping vessels moving through the Suez Canal

Big Boats, Black Swans, and the Importance of Preparing for the Unlikely

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 »

Dividend Portfolio Review - What Happened in 2020 and What to Expect in 2021

Dividend Portfolio Review – What Happened in 2020 and What to Expect in 2021

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 »

The GameStop Canary – What Advisors Can Take Away from the GME Short Squeeze

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 »