2019 Mid Year Webinar Recap

By |2019-07-15T12:02:07-08:00July 12th, 2019|Market Commentary|

Time to read: 2 minutes | A year after cutting equity exposure from an overweight position to marketweight, we are focusing on key indicators to help determine what’s next for the markets. Here are our key takeaways from Brown Wealth Management’s Mid Year Update Webinar: The secular bull market will favor an overweight to

The Fed to the Rescue

By |2019-07-12T11:57:39-08:00June 13th, 2019|Market Commentary|

Time to read: 5 minutes | “Don’t fight the Fed” is one of our rules of tactical investing. This year it’s been easy to observe Federal Reserve policies directly affecting capital markets. The Fed pivot on January 5 ignited a stock-market rally that took some of the US averages, such as the S&P 500 and

The Trade War is Not (Yet) Over

By |2019-05-20T11:36:47-08:00May 20th, 2019|Market Commentary|

Time to read: 7 minutes | The first half of May has been a rude awakening for investors as the U.S./China trade conflict has unexpectedly escalated. This escalation started with a weekend tweet by President Trump, followed by increased tariffs on Chinese imports that range from 10% to 25%. The response from China - tariffs on

Q1 2019 Webinar Recap

By |2019-07-12T11:59:17-08:00April 11th, 2019|Market Commentary|

Time to read: 3 minutes | After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios are in a defensive position

Still Underweight… For Now

By |2019-05-20T13:15:39-08:00February 15th, 2019|Market Commentary|

Time to read: 5 minutes | While capital markets have advanced off of the late December lows, few of our objective market measures indicate that the bottoming process is complete. The list of potential sources for further market gyrations is long—including slowing global economic growth, monetary and trade policy errors, investor complacency, overbought asset classes, and

2019 Market Outlook Webinar Recap

By |2019-03-26T20:00:56-08:00January 23rd, 2019|Market Commentary|

Time to read: 3 minutes |  After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios are in a defensive position