Below are our latest blog posts for the week of November 16th.  Click on the links below to view the full article.

This week’s opening blog post is dedicated to a more wide-ranging overview of the global financial markets. This purpose of this analysis is to take a broader view of several key indices in order to reaffirm current trends or assess new opportunities. Without further preamble, let’s dive in…

Over the last several weeks, I have spoken with many independent investors who have felt let down by their portfolio holdings.  Often times this is because they have a high exposure to international stocks, commodities, high yield bonds, or other esoteric investments.

Fortunately, this is a perfect point in time to assess your current strategy and develop an action plan that suits both your risk tolerance and long-term objectives.

It’s begun. This week I have found my email inbox inundated by tax strategies designed to convey a sense of tremendous savings or value for readers. This was a real subject line that left me shaking my head: Generate tax alpha for your clients.

Really? Who comes up with this stuff?

Published on NASDAQ.com

With “Black Friday” quickly approaching, many investors are going to be turning their heads towards the all-important fourth quarter retail sales statistics. This time of the year is critical for both online retailers and traditional brick-and-mortar stores to prove that consumer demand is achieving its fully potential.

For many closed-end funds, the realization that borrowing costs could potentially rise in the near future hasn’t been met with a smooth transition.  In fact, the majority of funds on my watch list have suffered a great deal as individual investors fret over the unknown, and choose to “de-risk” instead of hanging in there to see what ultimately happens.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

Learn more about our new client onboarding process.  Our client accounts are custodied at TD Ameritrade and we do all the work of account setup, transfer, and service for you.  It’s never been easier to get started working with a fee-only investment adviser today.