Mid-May 2020: What Happens Now?

Mid-May 2020: What Happens Now?

Here Is What We Are About to Tell You in More Detail Below: We currently sit with reduced traditional bond exposure and cheap equity exposure so we can own more stocks and more hedges.  Owning more stocks should offer greater upside potential within our risk...
Mid-May 2020: What Happens Now?

Q1 Charts: COVID-19 Infects the Economy

What can anyone say about COVID that’s not been already said? Not much, and the range of predicted outcomes is so wide that the real investment risk is a lack of openness to how things might play out. In a world that’s been turned upside-down, it only...
Mid-May 2020: What Happens Now?

April 2020: Valuations Matter

It’s the end of Q1 2020 and all hell has broken loose.  The Covid-19 pandemic, not to mention the oil fiasco, has brought havoc to the health of our people, our economy, and our markets. Our prayer in all of this is for safety, peace, and clarity. Our portfolios have...
Mid-May 2020: What Happens Now?

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...
Mid-May 2020: What Happens Now?

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...
Mid-May 2020: What Happens Now?

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...