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The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?
The State of the Housing Market Goes Mainstream Over supply today, developers cancel new projects – supply shortage in 5 years? Balanced Model up +1.12% in July to $1,081,868, +8.19% YTD
There’s No Bad Weather – Just Bad Clothing How do we gauge tensions in the middle east? Oil prices Balanced Model up +2.65% in June to $1,049,109, +4.9% YTD
Capitulation complete, aren't you glad you didn't sell? Markets even on the year – will we keep rallying, reverse, or stagnate? Balanced Model down -0.97% in April to $1,022,005, +2.2% YTD
The Orange Recession - Time for a trip to Costco “Tariffs” the new blanket reasoning for price hikes on retail goods Balanced Model -0.71% in March to $1,032,023
Keep Calm and Carry on Canada - Buying Canadian starts to hit the US Balanced Model +0.71% in February, +3.93% ytd
January edition of the Top and Tail
February edition of the Top and Tail
Watch a group of leading healthy aging specialists discuss why planning for health, wellness and finances together matters.
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
