Establishing an Anti-Risk Portfolio
Investment success in these challenging times depends largely on understanding and responding to longer-range (secular) forces driving the markets. Since 2001, major trends are pushing real assets and selected foreign currencies up and financial markets and the US dollar down.
Personal Planning Transformation Checklist
In addition to
losses that the markets promise to hand an unprepared portfolio, there are
– due to the unprecedented economic times we live in – a number of
potential physical threats to your assets. What if your bank fails?
Your brokerage firm? Might you be a victim of identity theft? We
are working diligently to help our clients prepare for these ‘worst
case’ scenarios.
Big Picture: Economy and Markets
It’s possible that the economy is
commencing a powerful new upturn... but why should it? One third
of the country is living off of food stamps, one quarter of the country
has negative equity in their homes and one sixth of the country can’t
find a job. Each of these statistics is a record – or close
to it. And how could an economy struggling under record debts
at 375% of GDP possibly have any growth prospects?
