What Are We Doing?: Updating Our Trading System and Financial Review Document -- When I'm giving presentations or in meetings, I frequently have a chance to mention that I am 47 years old and I'm going to be working throughout many of our clients entire retirement. I don't often put it in my emails so I thought I would this time.
The pace of change in the last five years is really incredible. Moving in this financial world has got back to being fun, while quite serious. Here's a quote from BlackRock's 2015 Annual Report on how they see things. "Machine learning" and "...discern what human factors are trying to tell us" are some interesting precursors.
Election: We have a new President of the United States. No matter who you might have voted for, here are some ideas to keep in mind:
Please click on the link to see the JP Morgan Chart mentioned in our August 2016 Market Update:
Looking back: As summer comes to a close, we have had what has been a good year for the markets -- a more typical one for sure. Peak to trough we estimated the S&P500 index was down as much as 12% in February and has come back and then some over the last few months. Even bonds are up considerably this year. It has been a good year.
I wanted to write and give you an update on the markets and some great news from our office. Markets have had quite a ride this year and I'll give our outlook below. I am very happy to give a report on our growing team at InFocus. Every last one of us work towards keeping your retirement years InFocus.
Friday June 24th, 2016 5:30pm