What Is The Best ETF Hedging Strategy?

What Is The Best ETF Hedging Strategy?

What is the best ETF Hedging Strategy? Sometimes the simplest is the best. So, What Is The Best ETF Hedging Strategy? — A Systematic Approach To Protect A Portfolio Against Another 2008 Style Decline Lately I have been reading more and more articles in the financial press about how another major stock market decline is…

Knee Jerk Reaction… Or Something More?

Knee Jerk Reaction... Or Something More?

Yesterday, as news of Malyasia flight MH17 possibly being shot down, combined with the news of escalating offensive maneuvers in Gaza, caused the VIX (aka the fear gauge) to jump a whopping 37%. After months of very low volatility in the market, is this the beginning of a reversal in trend — or just a…

Some Quick Thoughts On The Market

Some Quick Thoughts On The Market

Despite worries about the price decline in small cap stocks earlier this year and a poor 1st quarter GDP report, the equity markets are still continuing to rise in an orderly fashion. S&P 500 – Still Trending The S&P 500 index’s upward trend from its February low still remains in place. At this point, the price action…

Will Rising Oil Prices Delay The Fed?

Will Rising Oil Prices Delay The Fed?

The escalating conflicting in Iraq has global investors worried that oil prices will continue to rise into the summer travel season. Will rising oil prices delay the Fed, or worse, impact growth for the remainder of 2014? Tensions In Iraq Oil prices have started to rise aggressively since militants led by ISIS – the Islamic…

Retirement Plan Advisors: Should I Use An Investment Advisor For My 401k Plan?

Retirement Plan Advisors: Should I Use An Investment Advisor For My 401k Plan?

Should 401k participants use retirement plan advisors – or go at it solo? A study on 401k participants  and retirement plan advisors working together should be revisited in today’s market by both investment advisors and retirement plan participants. The study was conducted by Aon Hewitt and Financial Engines, titled:  Help in Defined Contribution Plans: 2006…

Global Investment Management | Global Allocation June 2014

Global Investment Management | Global Allocation June 2014

Global Investment Management update for June 2014 – Changes to our Global Asset Allocation Strategy Below is an update to our global asset allocation strategy and a few highlights from our global investment management research. This investment strategy uses global relative strength and momentum to invest in a prescreened ETF universe. For a detailed overview of the…

US Stock Market Update May 16 2014

US Stock Market Update May 16 2014

This past week, we saw a continued decline of small cap stocks (“$RUT”, Russell 2000). The big question on investors’ minds is “Will the decline in small caps spread to the rest of the market?”. Below is a quick update on a few key areas within my US trend-based model and what I am looking…

Strategic Global Asset Allocation Model: May 2014

Strategic Global Asset Allocation Model: May 2014

Strategic Global Asset Allocation Model – May 2014 Highlights: Trends in technology and small-cap stocks are changing QQQ and SPY are no longer in the model Countries like Spain continue to outpeform the S&P 500   Here in the US, markets have continued to expand their trading ranges. Tech heavy indices, like the Nasdaq 100,…

2014: Some Scary Facts For College Grads

2014: Some Scary Facts For College Grads

This is a repost from last year – but little has changed for college grads during that time…   Over the past few years, a tough economy has forced highly educated people to turn to food stamps and other forms of welfare for help. Over 5,000 PhDs are working as janitors, and many more working…

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