Category: THE MARKET MESSAGE

My Greatest Concerns for the Decade to Come (Part 2)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the second one.

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My Greatest Concerns for the Decade to Come (Part 1)

As a portfolio manager, Bill Valentine has two overwhelming concerns about the investment markets in the decade to come. This month, he discusses the first one.

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What to do with SNAP stock

The hottest IPO in some time happened in February: SNAP Inc, known for the wildly popular Snapchat app.  The stock was red hot coming out of the gates begging the question: “What to do?”  Buy, sell, hold…or short?!  This month, we’re talking SNAP.

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The Perfect Portfolio

Getting started with an investment account for the first time can be intimidating but it needn’t be. It’s actually quite easy to set up a solid long-term investment portfolio. This month, we show you how.

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Don’t Hate on Bonds Just Yet

As we close 2016, every broker and investment adviser is bracing themselves for the onslaught of gripes about bonds. Listen as to why, and avoid the mistake that many will make by ditching this important asset class.

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The Trump Trade in 10 Charts

Nearly everyone, it seems, has a strong opinion of the President-elect. And the markets are no different. This month, we take you through the narrative that’s evolved since November 8th.

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Is the Election a Black Swan?

Based on the behavior of the stock market, and price of options used to hedge, there is great consternation about the Presidential election next week. Will the election outcome be a “Black Swan” event? Just how should investors prepare for the outcome and the possibility of a market crash?

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Outlook for REITs and Commodities

This month, we look at the updated forecast for publicly traded real estate portfolios (REITs) and Commodities. We’re shortening the length of the video to make it more digestible for people on the go.

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Growth vs. Value – The Opportunity Now

This month, we share an investment idea that’s performed well for us of late. As always, this is an idea, not advice, and you need to do your own due diligence to determine the suitability of any investment in your portfolio. We hope the lack in production value is more than made up by the

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The President Doesn’t Matter

Between now and the Presidential Election, expect to hear a lot about which candidate, or party, is better for the stock market. Most of what you will hear is nonsense. This month, we show you that when it comes to the market, the President doesn’t matter.

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