Below are our latest blog posts for the week of May 18th.  Click on the links below to view the full article.

One of my clients recently sent me an article from CNBC on the big shift in thinking for retirees with the need for an income plan. The story essentially centers on the conundrum of how to generate an acceptable yield without taking an inordinate amount of risk.

While there are a variety of ways to tackle this issue, our solution centers around building a flexible income portfolio designed to weather any type of market environment.

The volatility of individual stocks never ceases to amaze me.  Just today David and I were cycling through some large prominent names such as Intel Corp (INTC), International Business Machines (IBM), and Wal-Mart Stores (WMT).  The shocking conclusion we came to is that even large stalwart stocks that you wouldn’t think could fluctuate by 10-20% in a month, or even a week, often times do.

Clean energy has been on fire so far this year as solar, wind, battery, and renewable fuel companies continue to make inroads against traditional oil & gas conglomerates. Companies such as Tesla Motors Inc (TSLA) are striving to make the concept of green energy available to mainstream consumers and appear to be succeeding on many fronts.

Published on Seeitmarket.com

The weakness in the bond market this year has been primarily centered on Treasury and investment grade corporate debt, which has the highest sensitivity to interest rates. This of course has filtered down to indexes that are heavily overweight quality U.S. bonds.

Published on NASDAQ.com

Income investors have traditionally focused heavily on the bond exposure in their portfolio to generate dependable income with low volatility. Nevertheless, the state of low interest rates in traditional fixed-income markets around the world has created the need for dividend paying stocks to make up any shortfalls.

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

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