Investment Advice for Fiduciaries
Investment Advice for Fiduciaries By Erich Schwerd If you are the caregiver for a disabled child or disabled adult, or an incapacitated adult or person of any age with special needs, you are an exceptional person. The duties required are extremely taxing, and the personal relationship you have, whether it is a parent, a child, or a spouse, makes it even more difficult. As guardian of the person, you are responsible for the day to day care of this person, ranging from medication maintenance to constant supervision and treatment of impairments. Usually, this results in having no...
Read MoreTwo new select asset management strategies
After 8 years as an independent advisor, I am adding two management strategies to my current offerings. In addition to the four asset allocation models, I am offering a global natural resources strategy and a select nation strategy. The natural resources strategy will invest in companies all over the world that deal with natural resources, including metals, energy, agriculture, and any other natural resource. The select nation strategy will invest in country specific ETF’s based on a number of criteria, including transparency, corporate governance, shareholder rights, as well as the...
Read MoreCapital Markets
As of noon today, the equity markets are slightly up and oil is slightly down. This is a positive development for the capital markets, which I hope will continue. While recently oil and equities have been moving in the same direction, historically there is a negative correlation between the two. The lower oil prices, the more money consumers have to spend in the US and the lower the input price for most manufactured goods as energy is a large component of price, keeping prices down without hurting profit margins for companies. I hope this can continue.
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