By Bob Barber So far this year is turning out to be much like last year for overall bond and stock markets. As of this writing (May 31, 2016) the S&P 500 trailing one year return (May 31, 2015 through May 31, 2016) is right at break even not including dividends (Google Finance). Our fee [...]
Market Update After being defensively positioned with low exposure to equities in our fee based tactically managed portfolios since July 2015, we finally returned to full exposure to the stock and bond markets last month. Our tactical exit strategy helped to protect our managed accounts from two major downturns that occurred in the stock markets [...]
