We write our own letters to clients with information about financial planning topics and what is going on with investment markets. We also provide updates on how we are managing client portfolios, where we see opportunities and where we have concerns. We write these letters partly as education pieces to enhance our client’s understanding of the news and markets. We don’t simply regurgitate summaries you can get from a variety of other sources.
We will release some of this content limitedly to our blog. We hope you will find the content useful.
Submitted by Alsworth Capital Management, LLC on December 9th, 2016
As of this writing, the US stock market has continued an upswing following the victory of President-Elect Donald Trump. The stock market has embraced the notion that the businessman President will be singularly focused on the economy and that he will help drive economic growth. Just as surprising as the Trump presidential win, was the fact that Republicans took control of both house
Submitted by Alsworth Capital Management, LLC on November 16th, 2016
A Recap: Donald Trump is now the President-Elect, ending an incredibly divisive campaign with the biggest political upset in U.S.
Submitted by Alsworth Capital Management, LLC on November 8th, 2016
To see our Market & Portfolio Strategy Review, please click HERE
Submitted by Alsworth Capital Management, LLC on October 24th, 2016
As we look back on the last three months, what stands out is how quiet financial markets were during the summer, despite a new government being installed in the United Kingdom (post BREXIT), an unsuccessful coup attempt in Turkey, and despite the circus freak show of a presidential campaign we have been forced to endure. In September, market fluctuations picked up a bit, but they were spr
Submitted by Alsworth Capital Management, LLC on July 19th, 2016
As the second quarter ended, investors could be forgiven for feeling bruised, battered and knocked around. In the aftermath of the Brexit vote, global financial markets initially hit the panic button only to largely recover later.
Submitted by Alsworth Capital Management, LLC on May 12th, 2016
Diabetes can be more deadly than breast cancer and AIDS combined. Help me improve the statistics by supporting my participation in Tour de Cure.
MAKE A DONATION TODAY!
Submitted by Alsworth Capital Management, LLC on May 5th, 2016
As we review quarterly reports and discuss portfolio positioning, I like to provide some presentation slides highlighting our thinking in a visual format. If you would like to review your personal portfolio please give us a call or email to setup a meeting.
To see our First Quarter 2016 presentation slides, please click HERE
Submitted by Alsworth Capital Management, LLC on April 17th, 2016
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Market Review
Submitted by Alsworth Capital Management, LLC on March 16th, 2016
It’s something most people don’t think about until it hits the headlines, such as last year when major retailer, Target, revealed that its data base of shopper credit and debit card numbers had been breached. Yet, nearly 15 percent of the population - more than 34 million adults - has reported some form of identity theft, according to the Identity Theft Resource Center.
Submitted by Alsworth Capital Management, LLC on February 13th, 2016
