In this quarters commentary we discuss one of the most important factors to achieve long-term success in the markets i.e. setting realistic expectations. Unfortunately, recent market performance tends to skew what the average investor thinks the market will do going forward.
We believe the upcoming economic data will not only have an impact on investors’ expectations for economic growth and corporate profits, but the economic data will also have an impact on near-term interest rate policies adopted by the Federal Reserve. Therefore the stakes have increased.
In this 2015 Outlook we take a look back at 2014. We have also drawn up 9 major investment themes about investing in 2015.
Download 2015 Outlook
Investing is about having a plan to leverage savings for the purpose of satisfying life’s ambitions. And when times get tough, as they always do in investing, it helps to have people you can trust, have confidence in, and who are familiar. All bring about a sense of peace and satisfaction when the volatility cycles higher and markets become choppy.
Download Q3 2014 commentary
We discuss today’s valuation and the “casual” outlook towards future risks.
Download Q2 2014 commentary
We discuss the FED and how their actions create opportunities in the municipal bond market
Download Q1 2014 commentary