Emphasis on Allocation
David reviews asset allocation within his clients’ portfolios.
Read More...Investment Outlook 2011
-David discusses which industry sectors are expected to outperform in 2011.
Read More...Long-Term Care/ETFs
-David gives a brief overview of long-term care insurance, then begins and in-depth look at exchange traded funds (ETFs).
Read More...Sectors Poised for Growth
-David disects the market and identifies which sectors are poised for growth through the end of the year.
Read More...Financial Focus-Second Quarter 2010
In this issue, we give our first half update covering the global economy and markets, U.S. equities, bonds, commodities and sectors.
Read More...2010 Midyear Update
In this publication, we are going to take a macro view of the domestic economy and the U.S. equities, bond and commodities markets. Then we’ll take a look at specific sectors and industries within the equities market that we feel bear watching.
Read More...Dissecting Sectors and Investor Sentiment
David defines the term “sector” and begins an evaluation of the sectors within the S&P 500. Also discusses investor sentiment.
Read More...Rising Correlation Among Individual Stocks
David explains correlation and makes the case for owning the market. Begins a discussion on sectors and commodities.
Read More...Lost Decade? U.S. Yes, But Not Globally
David evaluates the current state of the market including the recent correction, investor sentiment and global moving averages.
Read More...Polls
Loading ...
