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January 21, 2016
Wealthview Capital adheres to the major tenants of Modern Portfolio Theory (MPT) in managing our client’s assets. Those three tenants are (1) broad diversification, (2) optimal asset allocation and (3) periodic rebalancing. Given the market’s recent sell-off we made the decision to re-balance...
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January 19, 2016
The stock market has gotten off to a lousy start in the new year, continuing the trend from 2015. As of this writing we have already experienced a 10% drop that typically defines a correction and only time will tell if we head lower into bear market territory (a decline of 20% or more). The most...
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January 4, 2016
The Federal Reserve finally did what it had been threatening for quite some time. At its December meeting, the FOMC (Federal Open Market Committee) led by Chairwoman Janet Yellen voted to raise interest rates for the first time in over eight years. The new federal funds target range is 0.25% - 0....
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October 5, 2015
After much hand-wringing and Fed watching by investors the FOMC (Federal Open Market Committee) announced at their September meeting they would, yet again, wait a little longer before raising interest rates. A slowdown in China’s economy, global market turmoil and little to no inflation...
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August 26, 2015
After four long years the stock market finally experienced a sell-off worthy of the moniker - Correction. By the close of business yesterday all major averages had dropped in excess of 10% from their respective 52 week highs. We typically refer to a 10% sell-off as a correction and a 20% or...
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July 7, 2015
A funny thing happened on the way to a great 2nd quarter for stocks – Greece defaulted on her June 30th debt payment to the IMF (International Monetary Fund). The markets responded as expected and gave back most of the gains achieved during the quarter. After a July 5th voter referendum it appears...