Proactive Advisor Spotlight:
Helping clients navigate turbulent markets
Investing in a ‘news-rich’ environment
Why advisors continue to favor risk-managed strategies
‘Believable’ misinformation is a danger to long-term retirement goals
Volume 36, Issue 9
IN THIS WEEK’S ISSUE:
How gold can help in creating a more optimal portfolio allocation
The role of gold in investment portfolios: Part IIUpdated analysis supports an optimal portfolio allocation to gold of 20%.Editor’s note: Flexible Plan Investments, an active money manager and provider of risk-managed investment services, first authored an extensive...
CPI data drives market rebound
U.S. equity markets put in their biggest rally last week since the pandemic in 2020, with the Dow, S&P 500, and NASDAQ registering gains of 4.15%, 5.9%, and 8.1%, respectively. The better-than-expected CPI data released last week was likely the primary driver,...
NASDAQ/SPX relative strength is a powerful indicator
n Gerald Appel’s 2005 book “Technical Analysis: Power Tools For Active Investors,” he discusses a relative-strength measure of the NASDAQ versus the NYSE Composite. The premise behind the indicator is that...
Understanding the unique needs of retirement-planning clients
Daniel J. Bellina, RFC, CSA • Miami, FLStrategic Investment Services • Securities America Inc.s a Certified Senior Advisor, I have specialized training in addressing the needs of seniors. Our firm can help...