Quarterly Market & Portfolio Update

November 2018

This is our second update to educate and illustrate what are known as leading economic indicators. The research we are sharing helps us to understand economic conditions. Recessions are likely to occur whenever the leading economic indicators turn lower. Even though the stock and bond market have experienced recent volatility, the current fundamental economic data looks strong! Please see the attachment for our comments regarding each indicator and the historical chart.

The key to managing risk is getting in front of longer term trends. Nobody sells at the peak! However when the trend changes, we want you to know we have a plan to get more conservative and protect your wealth.

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Market & Portfolio
Update

November 2018

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Market & Portfolio
Update

September 2018

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Market & Portfolio
Update

January 2018

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