Broker Check

Market Update

Example of an Equity Allocation

Example of an Equity Allocation

As of March 2023
Equity TypeNormalTacticalRelative
U.S. Large Companies52.5051.30-1.20
U.S. Small  Companies13.5014.300.80
International Large Co. 21.0019.40-1.60
International Small Co. 4.004.100.10
Emerging Markets  4.005.901.90
Real Assets Equities  5.005.000.00


In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.

Learn more About Attraction Levels
Example of a Bond/Loan Allocation

Example of a Bond/Loan Allocation

As of March 2023
Bonds/Loan TypeNormalTacticalRelative
U.S. Corp. Quality5551.3-3.70
International Quality1514.3-0.70
U.S. Treasury 1010.50.50
Global High Yield79.32.30
Floating Rate Loans 34.31.30
Emerging Markets 1010.50.50


In all cases, consult with your advisor before making any changes. These are observations and not necessarily recommendations.

JP Morgan's Alternative View

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.

PAST MARKET UPDATES

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.

Watch Video

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:

Watch
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:

Watch

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?