Blog
We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
Stocks around the globe continued to surge in the second quarter. The U.S and developed international markets led the way, with the S&P 500 Index gaining 8.5% and developed international stocks rising 5.7%. Emerging-market stocks trailed in terms of progress on the COVID-19 front and in turn rose by a more modest 4.9%. In bond markets, the 10-year Treasury bond prices The country is now slowly emerging from the shelter at home orders. Like most people, I’m tired of it. I miss my friends, some of whom are moving away soon. This virus is robbing me of the opportunity to spend time with them, which I will never get back. I miss my family. I’ve missed birthdays, graduations, reunions and planned vacations. I miss m In my last letter I advised you not to kill the sheep, but instead to keep it fed and alive, so that we can shear the profits in a recovery. While I have been exceptionally busy on the phone and through emails, talking through portfolio strategy, I have not had one client (yet) instruct me to kill the sheep and sell out of stocks. This fact gives me great joy! You are no doubt consuming the news like drinking from a fire hose. It is good to stay informed. However, I recommend taking frequent breaks and remembering the importance of walking outside and feeling the sun as often as is feasible. While we are learning what social distance rules to live by, we are fortunate in our ability to still interact with nature and stay connected th We sent out a letter directly after the Equifax Data Breach providing some background on the problem. We also recommended in the letter that you consider adding a security freeze on your credit accounts with each of the three main agencies. If you lost that letter or have now decided to go ahead with the security freeze, here are the phone numbers again, to make the election:Second Quarter 2021 - Waking Up The Inflation Dragon
Submitted by Alsworth Capital Management, LLC on July 26th, 2021
May 29, 2020 – Keeping the Sheep in the Pasture
Submitted by Alsworth Capital Management, LLC on June 8th, 2020
May 4, 2020 - Face Masks for the Sheep
Submitted by Alsworth Capital Management, LLC on May 6th, 2020
April 7, 2020 – Mind the Shepherd
Submitted by Alsworth Capital Management, LLC on April 29th, 2020
March 16, 2020 - Shear the Sheep or Skin the Sheep?
Submitted by Alsworth Capital Management, LLC on March 16th, 2020
Fourth Quarter 2019 – Expecting the Unexpected!
Submitted by Alsworth Capital Management, LLC on February 12th, 2020
Client Letter – Next Steps in Handling the Equifax Data Breach
Submitted by Alsworth Capital Management, LLC on October 16th, 2017
Client Letter - How To Handle The Equifax Data Breach
Submitted by Alsworth Capital Management, LLC on September 11th, 2017