Today I would like to share with you an interesting article written by Isaac Sudit, Rich Wolf, and Kaitlyn Murphy from the Capital Group, one of the Portfolio Strategists we utilize for client account. This article discusses three “laws” which account for the quickening of innovation in may fields and will create many investment opportunities in the coming year.
[Read more…]Clark Capital Quarterly Economic and Market Review and Outlook
Clark Capital, one of the Portfolio Strategists we utilize for client accounts, has posted their views of the economy and markets using their five stock market gauges.
In a video Glen Dorsey and Pete Eisenrich review their views on the economy and markets now and their outlook for the future.
Click HERE to view Clark Capital’s Quarterly Economic and Market Review and Outlook.
A Rapid Recovery
Recent data suggests the US economy is recovering rapidly from the pandemic driven recession. JP Morgan, one of the Portfolio Strategists we utilize for client accounts, today released the following update…
[Read more…]The Rest of The Economy Is Starting To Rev Up
As we have discussed previously, last year parts of the economy rebounded as businesses that were able worked remotely and people stayed at home and shopped online.
[Read more…]How Big A Risk Is Inflation Really?
As the economy heals further and lots of government stimulus dollars flood into the economy, some investors are worried that we could see high inflation coming and wonder about the impact this would have on the markets. Jerry Chafkin, Chief Investment Officer of AssetMark, wrote the following today about this very issue…
[Read more…]Economic Impact of COVID Stimulus
One can debate whether the recent stimulus was good in the long term because of the ballooning national debt, but there is little doubt that it will give a boost to the economy this year. JP Morgan, one of the Portfolio Strategists we utilize for client accounts, released the following about this very topic…
[Read more…]Is The Inflation Genie Out Of The Bottle?
Many people are worried that after years of very low inflation that prices are going to ratchet up. This very issue is addressed in this month’s issue of “On the Mark.
[Read more…]Perspectives on High Stock Valuations
US large-cap stocks are currently priced at rich valuations. Investors may be concerned that, historically, elevated valuations have indicated future sub-par long-term returns. Read AssetMark SVP of Investments Davin Gibbins’ latest analysis of stock valuations and what investors should consider for the future.
[Read more…]Last Week’s Market Summary
With an economy that is growing and expected to increase it’s rate of expansion as vaccines are distributed and more parts of the economy come online, one would expect stocks, which are looking at the future to rise. However, the last few weeks have been difficult in the stock market. Let’s look at last’s weeks summary from Jason Thomas, Chief Investment Officer of Savos Investments, one of the Portfolio Strategists we utilize for client account.
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