By now, you’ve heard that to slow the spread of coronavirus, we should practice “social distancing.” This advice urges us to avoid gathering in groups of more than 10 people, avoid discretionary travel, shopping trips, or social visits and not to go out to restaurants or bars. What if your investments have already been socially distanced by commoditized “Buy, Hold & Hope” portfolios designed for [...]
CRASH WARNING! Well, it’s official. President Trump has just declared a national emergency and we are in a bear market. Markets have declined anywhere from 25-35% in a mere 3-4 weeks … an unprecedented bloodbath. This action is abnormal and not easily fixed. Until we discover the extent of how many people will get sick from the novel coronavirus (COVID-19), we are about to become [...]
The Coronavirus Outbreak Is It Time To Go Defensive? Since the great Financial Crisis in 2008, the U.S. stock market has seen 27 pullbacks and corrections of at least 5% or greater. Is this time different? Not in terms of amplitude, but the speed in which this correction has unfolded is unprecedented. The only other time the major benchmark indices fell 10% or more in [...]
What should I be doing with my investments now that the President has been impeached? Since September 24, 2019 when the Impeachment Inquiry was initiated, the equity markets have been seen relatively low volatility and the S&P 500 has gained 6.88%. This may be surprising given the voracious media coverage surrounding the House Impeachment on December 18, 2019, a mere 86 days since it began. [...]
"The one relationship that people are often out of sync with in their lives is their relationship with money." - Dina Fliss In Milwaukee Magazine's special 2019 edition of "Women of Distinction," Global View's Dina Fliss is featured alongside other prominent Milwaukee business owners, financial and spiritual leaders, health care professionals, entrepreneurs, philanthropists and all-around glass-ceiling breakers! Read Dina's full interview HERE.
CHAPTER 2 – SUCCESSFUL ADVISORS: The Year Over Year Trends View Full Report ADVISOR AUTHORITY: The Innovation and Issues that RIAs, Fee-Based Advisors and Investors Care About Most Our commitment to RIAs and fee-based advisors inspired us to launch our award-winning Advisor Authority study, now in its fifth year. We explore the issues and innovative solutions that matter most, to help all advisors at every [...]
In their newest whitepaper, Ned Davis Research demonstrates how even a simple, low turnover implementation of tactical asset allocation can improve performance and reduce risk. The biggest risk that many retirees face is that their savings will not be able to support their income needs in retirement. Ironically, the wealth management industry has traditionally focused on a different problem — asset allocation. Clients are routinely [...]
Down Jones Historical Trends The Dow Jones Industrial Average is one of the leading indexes in the financial industry. With its 122 years of history, the Dow has been an important barometer in measuring the overall confidence in the market. One of the world's leading financial research firms, Guggenheim Investments, has published a comprehensive look back at the Dow's history. At its most basic, [...]