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The Strong Will Survive

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Below is a synopsis of this investment report:

  • The energy sector has been a major source of volatility in the equity market over the past 18 months.
  • Only the strong survive in the wild, and the same applies in the business world. Too many weak oil producers exist and must be eliminated.
  • Expect bankruptcies and acquisitions in the energy sector to ramp up, but keep in mind that it’s a good outcome for the industry and our economy.

 

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A Negative What?

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Below is a synopsis of this investment report:

  • Late last week, Japan introduced negative interest rates on a portion of deposits held at their central bank.
  • A negative interest rate was considered inconceivable a decade ago, but today, close to 25% of global government debt outstanding is yielding in the red.
  • The pervasiveness of negative interest rates across the world has made government bonds a less suitable option for income-seeking investors.

 

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What Can We Gain From All This Pain?

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Below is a synopsis of this investment report:

  • The first three weeks of the New Year delivered investors an 11% drawdown of the S&P 500, and many are justifiably concerned that stocks could continue to fall even further.
  • Historical data shows that drawdowns occur very frequently but rarely result in a down year for the S&P 500.
  • Staying invested when stocks feel as if they are dropping every day is extremely difficult, but that’s why the long-term rewards can be so plentiful.

 

For full access to the investment report titled “What Can We Gain From All This Pain?”, please contact us.

Is China A House Of Cards?

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Below is a synopsis of this investment report:

  • Concerns over China’s economy, currency, and stock market have ignited another round of volatility across global financial markets.
  • China is in the very early innings of an economic transition that will likely take a decade or longer to achieve, and there will be bumps along the way.
  • Although the near-term future for China may be questionable, the impact of China on the U.S. economy will be inconsequential.

 

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Google Gives Insight & Perspective For Investors

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Below is a synopsis of this investment report:

  • Google Trends is a website that allows a visitor to gauge the popularity of a search phrase over a given time period.
  • Two years ago, we were forced to endure a “government shutdown” and “debt ceiling” scare, thanks to the dysfunction from our fearless leaders in Congress.
  • These very same concerns have begun to make page one headlines once again, and Google can teach us some very important lessons from history.

 

For full access to the investment report titled “Google Gives Insight & Perspective For Investors”, please contact us.

Annual Returns Tell Investors Very Little

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Below is a synopsis of this investment report:

  • Using a single year to measure investment returns is practically useless to investors, money managers, and everyone else in the investment industry.
  • Investors must accept down years from time to time, just as they already accept down months, weeks, days, hours, and even minutes.
  • Trying to either beat the market and/or avoid an occasional loss every year is a dangerous and unattainable goal that no human could possibly accomplish in a lifetime.

 

For full access to the investment report titled “Annual Returns Tell Investors Very Little”, please contact us.

Six Tips To Tell Your Grandchildren About Retirement Planning

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Below is a synopsis of this investment report:

  • Retirement planning has become far more complicated for the younger generation versus when current retirees first got started.
  • Follow my “Six Simple Rules for Retirement” that all Millennials should follow from the day they begin their careers.
  • Disciplined investing can build a nice nest egg over time, but true financial freedom only comes when one accumulates money without fear of losing it.

 

For full access to the investment report titled “Six Tips To Tell Your Grandchildren About Retirement Planning”, please contact us.

You Say Tomato, I Say Tomato

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Below is a synopsis of this investment report:

  • Volatility exploded this week across global equity markets as investors ran for safety over fears of China’s economy, commodity prices, and interest rate speculation.
  • Whereas traders who worry about the short term market movements interpret these as reasons to sell, long-term investors should view them as reasons to stay invested.
  • Despite the surge in volatility, what has not changed over the past two weeks is the risk of a recession in the U.S. economy, which continues to remain very low.

 

For full access to the investment report titled “You Say Tomato, I Say Tomato”, please contact us.

What Is NFLT And Why The Big Trade?

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Below is a synopsis of this investment report:

  • DIAS portfolios put a large amount of cash to work by buying a newly launched Exchange Traded Fund (ETF) this week.
  • This ETF is designed to generate attractive income from sectors in the fixed income market that are expected to be less sensitive to interest rates.
  • This move is simply the next step in preparing for a rising interest rate environment.

 

For full access to the investment report titled “What Is NFLT And Why The Big Trade?”, please contact us.

Will China Become The World’s Reserve Currency?

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Below is a synopsis of this investment report:

  • Fear mongers now claim that the U.S. will soon be replaced by China as the world’s reserve currency, and investors are asking about the validity of such an assertion.
  • There is certainly a chance that China attains a “reserve” status for its currency, but hurdles remain and markets probably won’t be impacted one way or the other.
  • Even if China gains this coveted status, the U.S. will not lose its place as the world’s reserve currency anytime in the next several decades.

 

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Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Access to Merit is only available to clients pursuant to an Investment Advisory Agreement and acceptance of Merit’s Brochure. All investing is subject to risk, including the possible loss of your entire investment.
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About Road Rules for Retirement

In Road Rules for Retirement, Mark Fried shares the many challenges you will face getting to and through retirement. He reveals the many risks you must know about and account for to make sure you never outlive your money.

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