Financial Planning Magazine

Getting Downside Protection Without Using Fixed Income

Outside Resource Featured Articles

In a recent Financial Planning article, Journalist Katie Kuehner-Hebert shares the thoughts of our President and Co-Founder, Dean Catino, CFPⓇ, CPWAⓇ on investments with downside protection. Kuehner-Hebert writes, “Aside from fixed-income instruments, what other investments do advisers use to provide downside protection within their clients’ portfolios?”  She then follows with Dean’s thoughts, “Clients should consider using short-term structured notes that offer about 40% …

A Recession Is

Recovery, Accumulation, Boom and Finally Distribution.

David B. Armstrong, CFA Weekly Market Commentary

I think we are somewhere between Enthusiasm and Greed.  Since I had someone ask about investing in Bitcoin, maybe closer to greed. How do you know?  Well that’s a “Million Dollar Question.”  Barron’s had a great cover page article of some thoughts, but you have to have a subscription to read it…so the graphic I copied below shows some of …

It's not a bubble

Why This Market is Not a Bubble

David B. Armstrong, CFA Weekly Market Commentary

Last week’s trading was pretty volatile. One needs to look no further than Thursday’s broad sell-off followed by Friday’s rebound which left the major domestic indexes slightly higher for the week. On the economic front, the ISM Manufacturing and Services data came in very strong last month (more later). The June jobs report indicated economic strength with nonfarm payrolls climbing …

Still Waiting for a Market Pullback

Is the Market Too High to Buy?

David B. Armstrong, CFA Weekly Market Commentary

Sounds like a good title for a stoner movie… Anyway – Here’s a quote from the weekend Bespoke report: The S&P 500 made its 24th all-time closing high on Monday, but after three straight down days through Thursday, stopped there. Overall, though, the trend higher continues. The bull market remains innocent until proven guilty, and until that changes it’s hard …

Comey Leak

Summer, Summer, Summertime

David B. Armstrong, CFA Weekly Market Commentary

Last week saw a big drop for tech, which dragged the Nasdaq down 1.8%…its third worst day of the year, and worst week year-to-date (-1.5%). What made this big drop so distinctive? It came the day after setting a new all-time high. Other than a 2.6% drop in May, (yes, the year is almost half over…) you have to go …