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Asset Allocation – October 2017

PDF of Global Asset Class returns click here Can’t stop, won’t stop. The S&P 500 continued to reach record highs in October and now sits at 2017 gains of 16.9%....

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By The Way – October 2017

Despite almost five decades of following stock markets it is still hard for me to process new highs for the S&P 500, the day after a tragedy such as the...

US Tactical Allocation Fund

Asset Allocation – September 2017

PDF of Global Asset Class Returns click here The S&P 500 is up 14.3% so far in 2017 after advancing 2.1% in September, the eleventh consecutive month the index has...

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Asset Allocation – August 2017

PDF of Global Asset Class Returns click here The S&P 500 is up 11.9% so far in 2017 after advancing .3% in August, the tenth consecutive month the index has...

Private Wealth Managment

Asset Allocation – July 2017

PDF of Global Asset Class Returns click here S&P 500 advanced 2.1% in July and has yet to record a negative month in 2017. The YTD performance stands at 11.6%....

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Asset Allocation – June 2017

PDF of Global Asset Class returns click here S&P 500 advanced 0.6% in June bringing the YTD performance to 9.3%. Emerging markets equities continue to be the best performing asset...

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