familywealthmanager.blogspot.com
Private Family Wealth Management: May 2015
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Private Family Wealth Management. Friday, May 29, 2015. 5 Months Into The Year. Let's have a peek at what has been happening with the components of the 60/40 model:. 60% Equity / 40% Fixed Income). Click on the chart to enlarge). Returns are before fees and tax considerations and are based on a broad mix of ETF's with consistent weightings back tested over 11 years, re-balanced quarterly (inclusive of the period 2008-2009), however historical returns are not a guarantee of future returns. Last year at th...
familywealthmanager.blogspot.com
Private Family Wealth Management: July 2015
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Private Family Wealth Management. Thursday, July 30, 2015. All Eyes Focused On The US. As I have been suggesting (ad nauseum), there are structural adjustments taking place at the consumer level in the US economy that have yet to become part of the conversation. Traditionally, the US Federal Reserve's mandate tends to be the main focus: "maximum employment and price stability" and the current conversation surrounding the next move in interest rates (to the upside) is focused on these 2 key issues. BOC Go...
familywealthmanager.blogspot.com
Private Family Wealth Management: June 2015
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Private Family Wealth Management. Tuesday, June 30, 2015. Greece will miss a 1.6B Euro payment to the IMF at midnight tonight. Tsipras is "daring" the EU to kick Greece out. And short-term technical damage has been done to the. A break of the short-term up-trend line will now force a test of buying support near the 200 day moving average at or about 2040-2060 and below that at previous support levels 1970-1980 and 1820. At yesterday's close = down 3.6% from the highs. Private Family Wealth Management.
familywealthmanager.blogspot.com
Private Family Wealth Management: February 2015
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Private Family Wealth Management. Saturday, February 28, 2015. Month End 60/40 Model Report. At the beginning of 2010, I built a series of portfolio models based on a Balanced Asset Allocation Strategy. The base model was 60% Equity and 40% Fixed Income. Derivative models of 30%, 40%, 50% and 70% Equity as well). Consisted of a Government Bond ETF, a Corporate Bond ETF, a Real Return bond ETF, a basket of Preferred Shares and a High Yield bond fund. Without any additional contributions having been made).
familywealthmanager.blogspot.com
Private Family Wealth Management: December 2014
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Private Family Wealth Management. Wednesday, December 31, 2014. A new chapter begins. Stay tuned for a more active and regularly updated blog to get a sense of what I am thinking about the state of the world economic environment and its impact on financial markets and balanced portfolios. More importantly: what I am doing with my money! Private Family Wealth Management. Subscribe to: Posts (Atom). A new chapter begins. Stay tuned for a more activ. Private Family Wealth Management. View my complete profile.
familywealthmanager.blogspot.com
Private Family Wealth Management: January 2013
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Private Family Wealth Management. Thursday, January 24, 2013. And the building/re-balancing of Turner Tomenson client portfolios. A significant number of academic studies have focused on Asset Allocation and the performance of. Portfolios over time. We have adopted, and continue to utilize, Modern Portfolio Theory to find. Strategic advantages to building client portfolios through Asset Allocation for predictable risk adjusted. Trough (recession), different asset classes will perform at different levels.
familywealthmanager.blogspot.com
Private Family Wealth Management
http://familywealthmanager.blogspot.com/2015/08/it-is-employment-data-day-financial.html
Private Family Wealth Management. Friday, August 7, 2015. It Is Employment Data Day! Financial market traders and their media equivalents get all excited about this data, but it is subject to potentially significant revisions each month so for us with longer-term time horizons we should really be focusing on the longer term trends. In the context of our theme that their is a structural shift in consumer spending occuring, wage growth is interesting from the perspective of :. Is there wage growth? Central...
familywealthmanager.blogspot.com
Private Family Wealth Management
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Private Family Wealth Management. Monday, July 20, 2015. Parents, Teach Your Children Well. It really is never to early to start educating your children about money. Like anything, however, it does require effort. From the piggy bank to the savings account and beyond, applying the experience of saving and growing money is best taught from the outset. It is as important as that. Like anything, the more enjoyable the routine, the more likely that it will continue. So set some goals and track them. Practici...
familywealthmanager.blogspot.com
Private Family Wealth Management
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Private Family Wealth Management. Friday, July 17, 2015. Back To The Future: Is Canada Heading For "Stagflation"? Canadian inflation (core CPI) is running at an annualized rate of 2.3%, according to this mornings data release for June. That reading is up from last month's 2.2%. Meanwhile many economists and perhaps even the Bank Of Canada see a chance that Canada's economy has entered into a recession (BOC cut the bank rate by 1/4% earlier this week). Meanwhile corporations are buying back their own shar...
familywealthmanager.blogspot.com
Private Family Wealth Management
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Private Family Wealth Management. Wednesday, July 15, 2015. Bank Of Canada Depending On US Economy For Help,. But Cuts Bank Rate by 1/4%. The BOC July Monetary Policy Report released today expresses hope that future US economic growth will rescue the Canadian economy. Http:/ www.bankofcanada.ca/wp-content/uploads/2015/07/mpr-2015-07-15.pdf. We believe that, at the moment, there is a structural shift happening in the nature of the consumer who is reluctant to spend: the Baby Boom cohort is saving as they ...
