Staying in your home during retirement is a goal many of us have. Sometimes we have the invested assets to do that under all circumstances. Other times we might have to be more creative for generating income or being prepared for an unexpected emergency. Considering a reverse mortgage might be right for you under some circumstances.
Stock market volatility has been declining since late 2011 with only a few upticks. The VIX has fallen far below its mean and now sits near multi-year lows. This circumstance usually precedes a rise in stock market volatility.
Are New Market Highs Signaling a Breakout?View Post
In this quick note, Vance Howard points out that many indicators are pointing to a breakout in the S&P 500. He cites that over the next 22-23 months, we could enter a cyclical bull market with significant upside returns. He also notes that a significant monkey wrench could derail the idea – earnings.
With a huge demand for dividend paying stocks, we turn to Day Hagan’s monthly Tactical Dividend Strategy update. Hagan’s style revolves around the idea that even with dividend investing, a tactical approach works better than a buy and hold strategy. In this month’s note, he points out how Brexit and other factors impacted and could further impact the markets.
St. James Investment Company’s quarterly letter is one of our favorite reads. This quarter, St. James discusses a concept that should be particularly important to today’s market participants. Just as we discussed how central banks have distorted the market climate in our quarterly letter, St. James adds on with the idea that “…investors now operate today in an artificial environment created by central banks where investors are losing the desire to invest based on fundamentals.”
In W.E. Donoghue & Co.’s quarterly letter, firm President Jeffrey R. Thompson, discusses how the stabilization of the oil markets has prevented a potential credit crisis from the recent energy market collapse. In this letter, Thompson discusses the dollar’s impact on markets and the Fed’s interest rate policy as well. Also included is a synapses of the firm’s investment strategy.
Each week, Global View Capital Management, LTD. distributes their proprietary asset class rankings that measure trends and risks in the markets. In this more comprehensive version of the report, which is meant for financial advisors, Global View includes the ETFs that it uses for some of its investment strategies.
Oakview Capital Management is another of the money managers available on the Global View Capital Management platform. In their quarterly letter they discuss how they have been able to beat the S&P 500 by dynamically investing in stocks and holding cash to a very high percentage of the portfolio. Their tactical decision to hold a high percentage of cash in the Oakview Value portfolio has resulted in significantly lower risk versus the overall stock market.