A History of our Client Communications


The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 


 

Switching Gears - Succinct Tactical Thoughts from our Technical Analyst

Sep 25, 2020 |Nick Scholte

Scholte Wealth Management uses technical analysis as a supporting consideration when making equity allocation decisions. While not the primary determinant, its utility is especially important when key portfolio adjustments loom. Now is such a time.

Read more

Global Covid-19 Cases are on the Rise

Sep 18, 2020 |Nick Scholte

The recent decline in U.S. cases appears to have ended. The country enters autumn with a worryingly high level of community spread. Also, the 1/2 position of Apple sold owing to frothy speculation on August 20th has now been bought back.

Read more

Stock Market Correction From Overly Optimistic Levels Continues - Commitment to Full Neutral Equity Weighting Looms

Sep 11, 2020 |Nick Scholte

But any overweight commitments must await clarity on covid transmission rates in light of back to school and cooler autumn temperatures. Such clarity is unlikely before October, or possibly November.

Read more

High Flying Tech Names Finally Take a Breather

Sep 04, 2020 |Nick Scholte

Clients will know that despite being great companies, I felt that the share prices of these tech giants were expensive. This motivated me to take profit on half of client positioning in Apple two weeks ago. Yet economic data improves...

Read more