Late March 2020: A Bridge to Opportunity

Late March 2020: A Bridge to Opportunity

As market turmoil continues, we wanted to touch on the work being done here daily.  Specifically as it relates to how we view and utilize hedging inside our strategies and portfolios.  We can tell you, without a doubt, there’s never been more focus on carrying out our...
Late March 2020: A Bridge to Opportunity

Mid-March 2020: Eye of the Storm

Our stated mission is to help advisors help clients reach their LONG TERM goals, so we generally try and keep your inboxes uncluttered. That said, we know you’re on the front lines…with major stock indexes down 25-30% in 3 weeks and credit spreads...
Late March 2020: A Bridge to Opportunity

March 2020: Hedges Doing Their Job

FEBRUARY RECAP The Coronavirus continued to dominate the headlines in February, as it sent the market into a frenzy, dropping 12.44% in six trading days marking the first market correction since December 2018. Much of the market’s fear is derived from two...
Late March 2020: A Bridge to Opportunity

Feb 2020: Finding Upside in Downside

“It’s remarkable how much long-term advantage I’ve found by trying to consistently be not stupid” -Mr. Xavier from Jacob Taylor’s Rebel Allocator January Recap An eventful start to the year, and bond proxies outperformed. The S&P 500 gave up its early lead to...
Late March 2020: A Bridge to Opportunity

August 2019 Market Update

With help from central banks, markets remain nicely higher seven months into 2019. Of course, what has happened is less important than what will happen and the purpose of this note is to add context to the economic update (linked here). We want to connect the dots...