Commentaries

Monthly Path Toward Prosperity- February 2018

VOLATILITY RETURNS It was bound to happen, wasn’t it? TMI Too much information can be counter productive CHART UPDATES Inflection Points SUMMARY OF INVESTMENT THEMES VOLATILITY RETURNS After a strong start to 2018 in January, February has begun with a reminder that what can go up can also go down.  I felt like a broken…

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2018 Outlook on Planning, Taxes and Investments

Download PDF A BIG, FAT, UGLY, BUBBLE September, 2016 NEW TAX BILL A summary for individuals and small business owners MARKET OUTLOOK 2018 Where to from here? LATE CYCLE Sure seems like it SUMMARY OF INVESTMENT THEMES “A BIG, FAT, UGLY, BUBBLE?” Who would have thought heading into 2017, risk assets overall would have such a…

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Monthly Commentary

DOWNLOAD PDF #EBI2017 Evidence Based Investing in 2017 WHAT IS EVIDENCE BASED INVESTING? What happens when you challenge conventional thinking? NOTES FROM #EBI2017 Here are all my notes from an excellent conference SUMMARY OF INVESTMENT THEMES Share This #EBI2017 What a great conference I attended in New York. After picking up the 5:30 am train…

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Monthly Commentary

Download PDF INVESTING ISN’T EASY Or is it? EVIDENCE BASED INVESTING What is it and why should I care? SUMMARY OF INVESTMENT THEMES Share this post INVESTING ISN’T EASY Often times, clients, other advisors, friends, colleagues ask me what keeps me up at night.  First, it’s the fact that as your advisor I see it…

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Monthly Commentary

Download PDF TREND IS YOUR FRIEND Low volatility precedes high volatility UNTIL IT ISN’T Invest by looking out the windshield WHAT IS 5G? …and why should I care? U.S. DOLLAR UPDATE Range Bound SUMMARY OF INVESTMENT THEMES THE TREND IS YOUR FRIEND It’s generally easy to feel good about allocating capital into a low-volatility stock…

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Monthly Commentary

Download PDF SUMMARY Mid Year Update CHART UPDATES YTD performance of various asset classes YELLEN AND TRUMP Hubris Abounds SUMMARY OF INVESTMENT THEMES MID-YEAR UPDATE Investors these days have incredible access to investment information. In fact, I believe never before have people had so much information at their fingertips. I am sure many of you…

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ADE Monthly Commentary

Download PDF CHALLENGE YOUR MIND The herd is often wrong but never in doubt THOUGHTS Munger and Buffett often have great quotes COMMON THEMES Different strategies but common themes VALUE How does it work? CONCLUSION Core-Satellite Approach SUMMARY OF INVESTMENT THEMES CHALLENGE YOUR MIND Next month, my newsletter will be focused on the current markets…

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ADE Monthly Commentary

Download PDF SUMMARY Market Update RISK TAKING Risk Capacity v. Risk Appetite WHAT COULD GO WRONG? Valuations don’t ever matter…until they do A CATALYST What is underappreciated? SUMMARY OF INVESTMENT THEMES SUMMARY As of Mid May we are still below the Dow Industrial’s March intraday high of 21,169. Volatility still remains low however there is…

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ADE Monthly Commentary

Download PDF SUMMARY Market Update SEEKING AN EDGE THROUGH SENTIMENT Do news events drive the market? INDIA How to bring 1.2 billion people online SUMMARY OF INVESTMENT THEMES Like us on Facebook for even more up to date info. SUMMARY Following a February rally, the DOW gapped higher March 1st and hit an intraday high…

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ADE Monthly Commentary

Download PDF SUMMARY SUMMARY OF INVESTMENT THEMES MARKET UPDATE On March 1st, the Daily Sentiment Index from trade-futures.com reported 91% bulls among S&P futures traders (highest since Nov. 8 2010) Mutual fund cash has fallen to the lowest percentage on record (3%) according to the Investment Company Institute. The Dow closed higher for 12 consecutive…

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