Risk On, Risk Off with Michael Gayed

FEATURING: MICHAEL GAYED   Lot of you see I post using @ycharts which is legitimately one of the best research tools out there. Here’s a fun observation. Reactions to the news of Pfizer’s promising COVID vaccine? A switch out of “work from home” to “let’s go out and party.” Too soon? Probably. pic.twitter.com/m7OZRYsXys — Michael … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

Survey Results: Pandemic, Volatility Push Advisors to Rethink Portfolio Management

Portfolio management has long been a cornerstone of relationships between financial advisors and their clients. During a global pandemic, a record-speed market downturn, followed by a record recovery, clients take special note of their portfolio’s performance—and their advisor’s advice. However, over the past decade’s bull market, client needs have evolved, holistic planning has become a … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … Continued

Resources for Client Communications in a Bear Market

On February 19th, the S&P 500 set a new all-time-high. The Nasdaq Composite also set a new high that day, while the Dow Jones topped out a week earlier on February 12th. Since then, we’ve witnessed some of the worst sessions in stock market history. It’s worth saying that first and foremost, there are more … Continued