The US elections are just a little over a month away, and the investment markets have been volatile, which is normal before an election. Many investors wonder if they should make changes in their portfolio in light of one candidate or another potentially winning the Presidential election.

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Today, JP Morgan, one of the Portfolio Strategists we utilize for client accounts, wrote the following about the August retail sales numbers…

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The Fed met this week, and as expected, they kept interest rates the same. However, there was an important deviation from long term Fed policy which likely have an impact on investors. This month’s “On the Mark” outlines the change and likely impact.

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The COVID 19 pandemic decimated the real estate sector like other parts of the US economy. Home sales and new home starts plummeted from their pre-pandemic highs. Real estate data for the month of July was reported in the last week and it was fairly encouraging.

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With the Presidential elections in just a few short months, many people of different political persuasions worry what will happen to their portfolios if “their guy” does not win the election. This makes today’s edition of “On the Mark” a must read for everyone.

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With the stock market up significantly since it’s low in March and with some improving economic data, it is all too easy to be optimistic about the stocks at this time.

Model Capital Management, one of the Portfolio Strategists we utilize for client accounts, looks at the economy strictly from an fundamental economic point of view. Roman Chuyan, their CFA, expressed a more pessimistic view based on the current economy and stock market when he wrote the following as part of their mid monthly report…

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