Post Tagged with: "asset allocation"

The Inflation Narratives Are Probably Wrong

The hyper stimulated “reopen” trade is feeding narratives that are simply wrong. Traders looking to find greater fools are spinning tales from soundbites, tweets and out of context data into today’s echo chamber half truths. Here is a truth to know and understand…

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Using REITs In Your Portfolio

REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.

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Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing

Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off a collapse. I suspect the helicopter money will propel a high growth period in the early to middle 2020s. Stocks are overvalued and investors are over zealous, there is likely […]

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ETFs We Might Add

With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.

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Bluemound Investment Strategies

Asset allocation is at the heart of successful risk management and investing. If you avoid the worst parts of the economy, research demonstrates that you can materially reduce risk and improve performance. Bluemound Asset Management, LLC offers five core investment strategies. Each asset allocation is designed for different types of investors. After a complete review, Kirk and you will build a custom investment plan to fit your needs and goals. Here are the five core investment strategies Bluemound builds from: […]

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