Broker Check

Market Update

The resources listed below are valuable third-party sources for monitoring market conditions.  As a result, their information may not necessarily represent our firm and any of the companies we represent beliefs.  This resource is for educational purposes only and are not recommendations.

Market Perspectives Update 

Market Perspectives Update 

November 23th 2022 - It’s only been one month, but the consumer inflation surprise is encouraging. October consumer prices rose less than forecasted, pushing the annual rates down for both headline and core measures considerably from the previous month. Learn more in this months' Market Perspectives, featuring Charles Boettcher, Managing Director and Senior Portfolio Manager.

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Tactical Allocation Recommendations  

Short-term tactical moves to consider: Lower overall stock market exposure, even though U.S. markets have historically rally during periods of divided government after mid-term elections. There are signs of a weakening outlook for growth and earnings.  One of the firms I follow believes that the probability of recession in the US has risen to 60%. The October ISM Manufacturing index was at its lowest levels since May 2020 showing the Feds aggressive rate hikes are starting to work.  Money markets offers safety and more attractive total return if rates continue to rise in the short-term.  High yield bonds, assuming their fundamentals still remain supportive, have yields that offer a more reasonable compensation for the risks as compared to investment grade bonds.  Below are my observations on short-term market conditions. "Less Attractive" does not mean get out of those assets classes completely, it just means lower some of your exposure in those asset classes.  "More Attractive" does not mean solely invest in those assets classes, it just means increase your exposure in those asset classes.


Less Attractive

  • Large Cap (US)
  • Core Investment Grade Bonds (US and International) 


More Attractive

  • Hedge Strategies
  • Cash
  • Treasury
  • High Yield Bonds
  • Floating Rate Loans
  • Small Cap US Stock 
  • International Stock
  • Emerging Markets Stock


After Mid-Term Elections

Past Messages of Market News You Can Use

Market News You Can Use

Market News You Can Use

Watch our Sept. 16 2022 Video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember successful investing is goal-focused and plan-driven, not market-driven.

Sources:

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June 7th 2022 

June 7th 2022 

Watch our June 7th video report on the current market conditions, opportunities, strategies you need to know to plan your next action steps. However, remember all successful investing is goal-focused and planning-driven. All failed investing is market-focused and current-outlook-driven.

Sources:

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Video Times & Topics:    00:00  Are we at the bottom?    02:09  How long do recessions and bear markets last?   03:15  What's the typical one year comeback from the midterm election year pullback?    04:50  What happens when you fail at market timing?    09:09  What are the areas of opportunity, strategies, and solutions you should be considering?