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Events & Resources 

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Best Guess on Tax Reform

Welcome back from the Thanksgiving holiday. It’s always a favorite and I hope everyone had a chance to get a little goofy with friends and family, as life is just a bit too serious these days. This is a big week for the widely anticipated legislation on “sweeping” tax reform. The ball is in the Senate’s court. Here’s how I see things shaking out as well as three scenarios for a reaction from the US stock market.

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Are You Eligible to Invest in Stocks?

Based on valuation levels today and the true “Risk Capacity” found among investors, most households would probably not qualify to own stocks in any significant portion. This is an important update for everyone. Understanding Risk Capacity is critical to your survival as a career investor. Most don’t have a clue what that means and we are approaching another moment when it really matters.

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Big New Investment Opportunities

It’s going to be huge! It’s going to be really, really great. Ok, I’ll stop although I can’t imagine publically speaking like that. Seriously speaking, in the last couple of weeks, two of our three Big Investment Opportunities have already begun to take shape offering smart investors a value-oriented place to put your money. Hint, it’s not the S&P 500. For your ease of reading, I have put our shameless suggestions in BOLD throughout this update. Please do your own homework and remember that this does not constitute personal financial advice for anyone in particular.

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The Magic of the Gain Keeper Strategy

Continuing with our strategy insights theme, this update will provide a look under the hood at the unique management strategy we have developed inside our one and only variable annuity. Results have followed the excellent design. Enjoy.

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Worldwide Sectors Extreme Makeover One-Year Results

As promised, we’re staying on the theme of providing some strategy updates for current clients as we cross into the new quarter. For those in the know, our long standing Worldwide Sectors stock strategy was redesigned at the end of September 2016. One year later, we’re very pleased with the results of the changes. Many of our current clients have an allocation to this strategy so it would be worth your time to understand why we made these changes, how the strategy works and the results of our work.

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10 years Ago Today

The final moves up in the broad US stock market last week, brought all the bells and whistles of a near perfect technical push out to new highs. Ten years ago, exactly (10/10/2007), we saw the same thing happen. It was the last day of the bull market and the S&P 500 went on to lose -56% through March of 2009. This is not meant to scare but simply to remind all that markets can and will do what they want, when they want for seemingly little or no reason. Today, we have conditions that are not unlike other bull market peaks. We have spoken to this reality many times this year. For this update, we’ll add a few more grains of sand to that pile of evidence.

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ASFA Strategy Insights

Switching gears a bit, we’re going to spend a little ink working through insights into our various strategies. Quarter end is always a good time for these sorts of things but more importantly, October marks the end of our first full year of results following some necessary redesign work done at this time in 2016. We think you’ll be pleased to see that the changes we made are paying off nicely.

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Investment Opportunity #3

As the last and final great opportunity, we’re going to give it some extra juice and make it a two for one. Who doesn’t like a BOGO? Actually, you’re spending nothing beyond your own time in reading this blog so BOGO isn’t really right, is it? On with the show.

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Investment Opportunity #2

Getting back to our three part series surrounding great investment opportunities, you’ll notice a theme developing. The theme is about identifying potentially large reversals of current trends. Counter to the greater fool theory employed by so many investors (ehemm, Bitcoin), we look for sectors, asset classes, countries or other segments of the market that are out of favor, overlooked and unloved. In these cases, we’re banking on major reversals where the dogs become the darlings over periods of years, not days or weeks. I hate to sound like Buffett but he does have a proven track record. Here’s the next one.

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