Global Asset Allocation Views – Q4

Global Asset Allocation Views Q4 2020 3rd Quarter Recap S. stocks have made up significant ground since the March lows, even hitting all-time highs. Vaccine outlook and better therapeutics had been a key driver during the quarter. Markets appear to have turned a...

Trust is key!

Trust is key! Trust is a foundational pillar of any relationship. Many choose to hire, partner with, and collaborate only with individuals that they know, like, and trust. Each profession has characteristics that advance the depth of a relationship between a...

*Student Loan Debt Reaches 1.6 Trillion Now What?

*Student Loan Debt Reaches 1.6 Trillion Now What? You just graduated in the middle of a pandemic, you had to have a virtual graduation ceremony, unemployment rates are double digits and now it’s time to pay back your student loans.  Just like paying for college,...

Global Asset Allocation Views – Q3 2020

Global Asset Allocation Views Q3 2020 2nd Quarter Recap Markets exited bear territory finishing just shy of all-time highs. NBER (National Bureau of Economic Research) finally called the recession when it appears we may already be exiting and entering a new cycle....

What to do when things get choppy

“What to do when things get choppy” “Rock the boat, don’t rock the boat baby”- The Hues Corporation When sailing from one destination to another there will be times when unfavorable weather will arise. Think of taking a cruise on the Atlantic Ocean, or even a boat...

Asset Allocation and Market Recoveries

Asset Allocation and Market Recoveries      Asset Allocation Dilemma Money managers and individual investors have the dilemma of creating a proper asset allocation.  The decisions involve assigning weights to equities, bonds, cash, and alternative strategies or asset...