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Five Forecasters: Few Warning Signs | Weekly Market Commentary | January 25, 2016
Our Five Forecasters indicators are sending mid-cycle signals, although stock valuations, the ISM Manufacturing Index, and market breadth have flashed some warning signs. Although volatility may remain high, we expect the latest stock market correction will not turn into a bear market.
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Independent Investor | January 2016
It’s 2016: Do You Know Who Your Beneficiaries Are? Whether you’re wealthy or earn a modest income, there is one estate planning concern that is shared by people from all walks of life-the decision of who gets what when you’re gone. While some individuals logically assume that a will is the only official forum to…
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Facing Volatility Client Letter by Burt White | January 20, 2016
The market has certainly given us plenty to talk about over the years, and I’ve had the opportunity to write several of these market notes. The majority of these letters have been written during times of market stress.
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Portfolio Compass | January 20, 2016
We expect stock market gains in 2016* despite the latest correction. We suggest focusing on the U.S. and moving up in market cap to help mitigate portfolio volatility and have tempered enthusiasm for technology and industrials.
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Beige Book: Window on Main Street | Weekly Economic Commentary | January 19, 2016
The latest Beige Book suggests that the U.S. economy is still growing near its long-term trend. However, Main Street’s latest assessment suggests that the manufacturing sector continues to be affected by oil and energy prices.
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Fed Rate Hike Playbook: Part 2 | Bond Market Perspectives | January 12, 2016
KEY TAKEAWAY Municipal bond valuation has varied over the past three rate hike cycles, but the combination of attractive valuations and a still favorable supply-demand balance should help support prices against the prospect of additional rate hikes. Click here to download a PDF of this report. FED RATE HIKE PLAYBOOK: PART 2 In Part 2…