The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but it’s still to be seen whether the Federal Reserve and European Central Bank can successfully walk the thin line between growth and inflation. Join us for a one hour tour of our changing world on Wednesday, April 19th at 11:00am PT / 2:00pm ET during which we’ll share our analyses and recommendations for weathering whatever may come. During the live webinar, we’ll cover the following topics:
Economic conditions in the US and around the world.
The economic ramifications of political developments in Europe and Asia.
The outlook for the US and international stock markets and implications for your portfolio.
Tax and regulatory changes that will impact your finances.
What impact will the new administration’s proposals have on the economy and the markets? How will rising interest and inflation rates impact your finances? What will happen to markets outside the US? And what about Social Security and Medicare? In preparation for the 2017 Presidential Inauguration, Dr. Dave Yeske offers his thoughts on the incoming administration. Please note that the presentation begins with 10 seconds of silence, so there’s nothing wrong with your speakers!
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Policy-based financial planning offers a framework and approach that allows practitioners to craft decision rules that can keep clients committed to a consistent course of action in a seemingly chaotic and unpredictable world.
When it comes to investing your hard earned money for the long-run, the world can sometimes seem like a scary place. And not just because of the occasional category five storm that blows our way, like the dot-com meltdown of 2000-2002 or the bursting of the real estate bubble in 2008. It’s also all the squalls that can sweep through the markets, triggered by things like the Euro-zone debt crisis, government shutdown, or debt-limit standoff, that likewise threaten feel like they might capsize our portfolios. The one thing we know with a certainty is that the timing, magnitude, or impact of world events can never be predicted with the kind of precision required if we’re to nimbly trade in or out of the markets to avoid danger or capture gains. At the end of the day . . .
It’s better to be resilient than nimble.
This 13 minute video is a brief description of how we build a resilient, all-weather portfolio that can carry you through whatever storms may come our way.
Groundhog Day is more commonly known as the day observed on February 2 where the appearance of the groundhog is meant to symbolize whether spring will come early (the groundhog emerges on a cloudy day) or whether winter will continue for six more weeks (the groundhog sees its shadow and retreats to its burrow).
However, Groundhog Day is also the name of a 1993 comedy starring Bill Murray. In the movie, Murray finds himself trapped in a time loop where the same day (Feb. 2) repeats over and over again. After exploiting his knowledge of the time loop, he grows desperate to end it, and when he cannot, he reexamines his life and decides to use the time loop to help the people and the town. We don’t want to give away the end of the movie, but if you are curious, visit the film’s IMDB page for the full synopsis (there are spoilers).
The movie was the inspiration for the title of our 2010 webinar “Groundhog Day”, which explored some of the reasons why it can sometimes feel that we’re living the same (scary) day over and over again in the markets, while also offering strategies to harness the underlying goodness found in the economy and the markets in order to achieve our goals.
“History may not repeat, but it sure does rhyme.” Mark Twain
Our approach to developing and managing client investment portfolios arises from our evidence-based beliefs about how the economy and financial markets work. In this 27 minute presentation, we share our understanding of how markets work and the investment management process that flows from this understanding.
Join us for a review of economic and market conditions in 2011 and a discussion of the implications for global investors in 2012 and beyond. This 23 minute presentation covers the following topics:
Global stock market performance in 2011
Economic conditions in the US and the Eurozone
Relative market valuations across countries and implications for future returns
The role of Emerging Market Equity in a globally-diversified portfolio
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If wild market gyrations have been leaving you feeling a little queasy, this presentaton is for you. In this webinar, we explore the underlying causes of the recent increase in financial market volatility (or vomitility, as a friend of ours recently named it) and what it may be telling us about the wider economy. We also review the ways in which financial planning, like Dramamine, can provide relief from the worst of the market-induced motion sickness.
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“History may not repeat, but it sure does rhyme.” Mark Twain
Our latest webinar was a review of some of the enduring characteristics of the economy and the markets and how, even amidst the seeming chaos, it’s still possible to craft investment strategies that can carry us to our goals.
“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson