Time to Read: 8 Minutes During our recent webinar, we discussed the Ned Davis Research (NDR) S&P 500 Cycle Composite—a unique chart that raised a lot of questions from our clients. Shown below for 2021, the cycle composite creates a roadmap for a given year in the stock market by placing equal weights on
Time to Read: 9 Minutes As the U.S. economy continues to recover from the Covid-19 induced shutdown in 2020 amid record government stimulus from both Congress and the Federal Reserve, many high-net-worth clients are becoming more concerned about the prospects for much higher inflation in the United States. It has been several decades since the U.S. last experienced sustained inflation. What does it mean for the
Time to Read: 3 Minutes In our Summertime Market Update we discuss the current state of the market and which indicators we are monitoring to guide our asset management decisions. Here are the key takeaways: After record recession, support and recovery, the future is less certain Buying the dip has worked very well since the
Time to Read: 7 minutes At Brown Wealth Management, one of our key rules to investing is don’t fight the trend. How does this apply to today’s residential real estate market? As shown below, the trend in residential real estate has clearly been on an upward trajectory since the financial crisis, with real home
Time to Read: 3 Minutes In our most recent webinar titled, “Where Have All the Good Deals Gone”, we discuss why we are maintaining our equity overweight in light of continuing economic expansion and policy support. Here are the key takeaways: US and global economy roaring back from ‘natural disaster’ type recession with massive central
Time to Read: 3 Minutes In our most recent webinar titled, “Equities over bonds: Increasing Equities as Recovery Continues”, we discuss why we are favoring stocks over bonds in our portfolios as the world continues to recover from the COVID-19 global pandemic. Here are the key takeaways: Global economy continues to recover as vaccines are
Time to Read: 8 Minutes As discussed in our last webinar, we believe the recovery from the COVID-related recession continues to take hold, partially driven by the massive amount of monetary and fiscal support provided in 2020. Clients of BWM have begun asking: Will all that money printing lead to an inflation problem in
Time to Read: 3 Minutes In our most recent webinar titled, “2021 Strategic Update: Adjusting allocations in a low-rate world”, we discuss how we are positioning our portfolios in the low-interest rate environment that exists today and we highlight some of the new tools that we are rolling out to clients in 2021. Here are
Time to Read: 6 Minutes In our October webinar, we highlighted the potential for the election to create added volatility driven by the possibility of a contested or drawn-out process. In fact, the Dow Jones Industrial Average (DJIA) fell 6.5% the week prior to the election—its worst pre-election week on record, according to Ned
Time to Read: 3 Minutes In our most recent webinar titled, “Pre-Election Positioning”, we review where some of our key indicators stand leading into the election and what the election could mean for the markets. Here are the key takeaways: Global recession likely ended this summer, but COVID-19 spread continues without approved vaccine or readily