I Feel Awful

https://youtu.be/B7-VfiQhGIQ This week brought some surprising headlines, including consumer sentiment hitting its lowest level in over 70 years, yet the broader economic picture remains more balanced than it may appear. […]

We Are Invested. So What Happened?

https://youtu.be/Pnl35S32Sk0 This week is a debrief — we reached our invest signal and got reinvested earlier this week. Now the question is: what happened between going into protection mode and […]

We’ve Hit Our Protect Signal – 50% Protected

https://youtu.be/pQ8e7Fb9a7c This is a special Market Alert because we have reached our protect signal. As a result, we are moving 50% of portfolios into protection mode. Our goal is simple: […]

Should We Go Into Protect Mode or Not?

https://youtu.be/EqUtGkalf6E This week we’re talking about what could go wrong in the markets and how it could impact your portfolio.  Right now, we are still in investment mode, but we are getting close to […]

Big Portfolio Change – Required Viewing!

https://youtu.be/xeBUesqb73o   We made an important portfolio change this week that affects a portion of our fixed income investments. For many years, about 20% of our bond allocation has been […]

Are You Kidding Me?

https://youtu.be/HmpzMmYNZC4 We just got the decision from the Federal Reserve of a quarter of a point drop. The Federal Reserve delivered what the market largely expected, but the interesting thing […]