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Events & Resources 

- Our weekly market commentary, updates and company blog -

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Blue Light Special

When I was a kid I remember “blue light” specials at K-mart. If you remember, the concept was to spark customer buying by offering a temporary sale in a department of the store. It seemed like a random process, but there was probably a science behind it.

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Your Current Investment Strategy Should Be Clear

I read a lot, I look at a lot of charts and I listen to a lot of client concerns during regular reviews. If I close my eyes and find that quiet place, I sense confusion in the system right now. Outside of the White House, there isn’t really much confusion if one assesses some simple truths leading us to some clear strategic choices with our money.

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Back to a WINning World

Gerald Ford brought the acronym, “W.I.N.” to the American public encouraging thrift and savings in the administration’s fight to Whip Inflation Now. They made cute buttons but I’m not sure that anyone would be dorky enough to wear one even in 1974. The evidence of what we see today is completely at odds with what we are told or hear regarding inflationary pressure that is building in the system. Here’s what we SEE and what every investor needs to know about where to put their money now.

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Investing in Climate Science Recap

Investing In Climate Science Recap A huge thanks to all who braved the trip into Boulder to attend our first off campus Solution Series, hosted by The Rocky Mountain Institute (www.rmi.org). We have been supporters of RMI as members of their own Solutions Council for years and I will shamelessly say, this non-profit organization is turning the needle on climate change. They are doing the hard work to make change in policy, products, behavior, vision, and research right in the face of a rather hostile environment for all things progressive, clean and green. RMI is also a source of research for our New Power strategy (www.newpowerfund.com) where we are taking an ownership interest in game changing companies for our clients as shareholders.

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Investing in the Last 12 Months of the Bull

Despite what is becoming a consensus view that the bull market is over, we see compelling evidence that there is at least another 12 months of higher prices as well as the potential for some healthy double-digit gains before the fat lady does her thing. In this update, we’ll provide an overview of a still favorable environment for patient investors who know where to look, as well as our best guess at timing. Please remember, today’s guidance can change quickly for any number of reasons. Nevertheless, it’s good to have an adjustable plan at all times.

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Leaders and Lessons

Since our last update, “Calling All Cars” when we suggested the technical set up for the market was good enough to invest some of your cash (1/3), we’ve seen more positive developments. But so far, the major market averages haven’t really gone anywhere. We’re still expecting higher prices from this level and here’s where you can find the relative strength leaders.

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Entering the Buy Zone?

I’ll be brief and to the point. The markets are now approaching another potential inflection point. Wise investors will be on the lookout for several important markers in their decision making.

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Check Your Pulse

Now that March is behind us and the markets have finally done the unthinkable act of going down over the course of a quarter, this is a great time to take your pulse and look inwards at your own Risk Capacity. Until you really know yourself and understand this concept, you’re going to be prone to making unproductive investment decisions. This commentary is oriented toward non ASFA clients who are struggling with what’s happening in the markets.

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Crazy Talk

I found myself shaking my head over breakfast while reading this article. I couldn’t disagree more with most of it, but there are a lot of topics discussed that are relevant to a discussion of today’s financial conditions, economics and investor behavior. For this update, please read along and enjoy my snarky commentary in Blue.

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