July 5, 2017 in Asset Allocation

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 c

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Private Wealth Managment

Mulvi Market Update – 01/22/2018

On Our Radar Today (click for full chart package)  The US 10 year yield has broken out to the upside and looks poised to head towards 3%. Longer term, the...

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Asset Allocation – December 2017

PDF of Global Asset Class returns click here 2017 was a remarkable year from an asset class perspective with every group providing positive returns. Whether you were in Stocks (large,...

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By The Way – November 2017

The S&P 500 Index continues to act in a positive manner, and we see no compelling reason to change that outlook at this point in time.  While there are legitimate...

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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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