Economic Market Update Sept 2020“I also say “Yikes”
Economic Market Update July 2020 “The State of Unemployment Today”
Economic Market Update June 2020 “Strange Days”
Economic Market Update May 2020 “Capitalism versus The Fed”
Economic Market Update March 2020 “Gold & Treasuries in a Crisis”
Economic Market Update Feb. 2020 “Will the Coronavirus be the Pin Which Pops the World Debt Bubble?”
Economic Market Update Jan. 2020 (Q4 2019) “The Fed vs Reality”
Economic Market Update Dec. 2019 “It Appears the U.S. Economy Just Entered Recession”
Economic Market Update Nov. 2019 “Six Simple Facts“
Economic Market Update Oct 2019 “Precisely Where is the Economy Today & Where is it Going?”
Economic Market Update July 2019 “Where are Long-Term Interest Rates Headed?”
Economic Market Update Aug 2019 “One Big External Shock”
Economic Market Update July 2019 “Monetary Policy History“
Economic Market Update May 2019 “Is the Financial System a Predictable Network?”
Economic Market Update April (Q1) 2019 “We’re with Albert Edwards, Now More than Ever”
EcecureRetireonomic Market Update March 2019 “Fair Value for Stocks”
Economic Market Update January 2019 “What’s Really Going On”
Our office is located in San Ramon, California, adjacent to Danville, Dublin, Pleasanton, Walnut Creek, Concord, Castro Valley, Lafayette, Alamo, Livermore, Hayward, San Leandro, San Lorenzo, Alamo and Moraga.
Our local area is all of Silicon Valley, including Campbell, Cupertino, Gilroy, Los Altos, Los Gatos, Milpitas, Morgan Hill, Mountain View, Palo Alto, San Jose, Santa Clara, Saratoga, Sunnyvale and surrounding San Francisco East Bay Area cities.
18 Crow Canyon Court, Suite 325 San Ramon, CA 94583
P: 925-855-4300
F: 925-855-4630
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All investment portfolios need to have priorities. These priorities are best defined by an honest appraisal by the investor and their advisor. What do you need your money to do for you? Time horizons, risk tolerance and individual preferences all must be considered.
Some investors want their accounts to grow and appreciate for their future. Some of our retired investors want a more income-oriented portfolio that distributes income with very low volatility. Others prefer a mix of the two approaches.
Whatever the priorities are, our firm can help those financial goals become reality.
DEFENSIVE GROWTH PORTFOLIOS Objective: Capitalize on market volatility with optimal diversification to protect against loss. Drawdown guidelines designed to protect principal using an active trading protocol, in which assets are monitored daily. Sample Asset Classes: · U.S. Government Treasury Bonds Goal: to outperform over the rest of the current economic cycle. | CONSERVATIVE INCOME PORTFOLIOS Objective: Invest in a diversified portfolio of assets and funds that can generate dividends, interest, or distributions. Portfolio fund selection can be tailored to investor risk and volatility tolerance. Sample Asset Classes: · Fixed Income / Bonds Goal: to provide distributions consistently that may be used for income or re-invested. |