Tag: asset class update

Where Have We Been? Where Are We Going? – The Market Message

Asset classes perform differently from year to year. This month, Bill looks back at each asset class’s performance over the past 13 years and provides insight as to what it may mean for the market going forward.

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Energy MLPs – A Better Way to Own Oil

The case can be made that Commodities are a must own asset class.  But sometimes it’s easier than others.  It’s been tough to stay invested in Commodities of late because prices have been falling, not rising.  That’s no more evident anywhere than with Oil.  But there are smart ways to own Oil, and less smart

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Big Changes Coming…

This month, in the place if the ‘Market Message’, we give you a preview about the content we’ll be creating going forward.

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Trump Trade, Schmump Trade

Halfway through the year, investment markets have performed quite well so far.  But there appears to be a change underway, due in no small part to the markets’ evolving pessimism about the changes President Trump was supposed to implement.  The question is, “What do we do about it?”  Tune in this month to find out.

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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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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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