Quarterly Update – November 2017

Genesis Wealth Advisors
0 comments
Commentary

  • An attorney, not an economist is the new Fed Chair pick
  • Why the labor market is now NOT a driver of higher inflation or growth
  • Balancing portfolio risks and opportunities where there is a productive use of capital investment

Read more

Quarterly Update – October 2017

Genesis Wealth Advisors
0 comments
Commentary

  • Continued strong market returns with improved earnings and economic growth; sustainability remains a question
  • Limited progress thus far on potential acceleration catalysts (health care, tax reform, and infrastructure)
  • The world remains a dangerous place; the Fed remains committed to rate hikes – risks abound

Read more

Quarterly Update – September 2017

Genesis Wealth Advisors
0 comments
Commentary, Wealth Management

  • Equity markets were mixed but clustered around flat; we see
    increasing opportunities outside the U.S.
  • Despite low inflation and wage growth, the Fed seems intent
    on raising rates and shrinking its balance sheet
  • GDP posted a 3% rise in Q2, but longer-term productivity and
    population growth challenges remain

Read more

Quarterly Update – August 2017

Genesis Wealth Advisors
0 comments
Commentary

  • Financial markets ignore uncertainty and chaos – what gives?
  • Why diversification is now most crucial to investors
  • Beware of the pundits – they are only right until they are ultimately wrong

Read more

Quarterly Update – July 2017

Genesis Wealth Advisors
0 comments
Commentary

  • Continued strong market returns with a robust earnings recovery led by energy; is it sustainable?
  • Lack of catalysts (health care, tax reform, and infrastructure) and Fed rate hikes have helped stall faster growth
  • The world remains a dangerous place; the weak expansion is aging and equilibrium is likely unstable

Read more

Quarterly Update – June 2017

Genesis Wealth Advisors
0 comments
Commentary

  • Equity markets continued to plod higher for the most part; we see increasing opportunities outside the U.S.
  • Despite additional planned Fed rate hikes, longer term interest rates fell
  • Economic growth should rebound from 1st quarter doldrums, but remains challenged longer‐term

Read more

Quarterly Update – May 2017

Genesis Wealth Advisors
0 comments
Commentary

Risk aversion and implied volatility measures are at all‐time lows – what does this mean?
Equity and bond valuations appear rich with little evidence to further support multiple expansion.
Economic growth remains sub‐par and a lack of productivity gains suggest the current path will not change anytime soon.

Read more

Quarterly Update – April 2017

Genesis Wealth Advisors
0 comments
Commentary

Suppressed financial and economic volatility continues todrive financial asset prices higher.
Hard economic and fundamental data remain disconnected from soft data (e.g., sentiment).
The bloom is off the rose for the Trump reflation trade as the timing and scope of fiscal change remains in question.

Read more

Journal Your Way to Retirement Week 7

Genesis Wealth Advisors
0 comments
Commentary, Retirement

It is week 7 of the Journal Your Way to Retirement Series. This next question is one I asked clients often.  It always opened up good conversation.  Spend some time with this week’s question.

Read more

Journal Your Way to Retirement Week 6

Genesis Wealth Advisors
0 comments
Retirement

It is week 6 of the Journal Your Way to Retirement Series. So, let’s get right into it this week.

Read more

Archives