by dkelley | Oct 13, 2020 | blog
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...
by dkelley | Oct 8, 2020 | blog
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...
by dkelley | Jun 19, 2020 | blog
“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...
by dkelley | May 13, 2020 | blog
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...
by dkelley | Apr 20, 2020 | blog
Global Asset Allocation Views – Q2 2020 “It’s never paid to bet against America. We come through things, but it’s not always a smooth ride.” Warren Buffet We enter the second quarter of 2020 amid our first bear market since the Great Financial Crisis of 2008. We are...
