Newsletter and Blog

Debt repayments are increasing, meaning most people are focusing on paying down their debt at present.

In our investment calls this week, Tyler and I spoke about a number of topics from adding holdings to our strategies, to reducing equity exposure in Biotech to being patient in the rebalancing of accounts or adding new cash injections. We have been here before, where we both agree that the market cycle is entering into or is already in the 4th quarter where we feel a shift unfolding.

Sometimes, we all forget. Among the day-to-day chaos, the headlines, and the constant email and digital reminders that our plan is not temporary or flimsy. It is well-thought-out, managed, and applied.

I am a BIG proponent of client education, dialogue and collaboration. To this effect, this week I will attempt to educate or reinforce the index phenomena as I call it that can be a stumbling block for some investors.

We believe the market is changing course and possibly direction. This thought process has led us to realign portfolios to incorporate more exposure to energy, commodities, as well as foreign and emerging markets with less focus on traditional growth holdings. Our thoughts are that what has worked in the past will not get us to the future in the same way.

This week...seems to be charged with speculation on the Stimulus Bill and a resulting (if any) adjustment from the FED with regards to the Yield Curve control. What does that mean?