1st Quarter Market Outlook for 2020

Topics of discussion include:
- 2019 market summary 

- Looking into the past to get a glimpse of the future

- Potential market correction in 2020

- Strategies to take advantage of volatility 

For more videos, check out our or our YouTube...

May 13, 2019

As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a close this week, as previously anticipated by the Trump administration. Interestingly, most Wall Street economist's believe that the trade...

March 19, 2019

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in which you have an income that you do not outlive. From there, we want to construct a blueprint for your financial plan that will become...

November 28, 2018

On November 19th, our risk countermeasures triggered for the 2nd time this year, so we are back to a "risk-off" stance for portfolios using our Defined Risk Strategy. We thought this might be a good time to share a bit of information on what is affecting the stock market...

Our Defined Risk strategy for U.S. markets recently triggered for the first time in almost two and a half years. 

In the above video, we discuss our Defined Risk strategy in more detail to provide an insight on the strategy and as a reminder to folks of how the strategy wo...

This special edition of Video Insight is dedicated to answering the question  "Is my account  safe"?  We have received many calls with folks asking this question in the days since the Equifax data breach.

Please take a few minutes to watch thi...

August 2, 2017

TRUMPONOMICS is a non-political biased presentation that dives into the economic implications of many of President Trump's policy agenda items.  Interestingly, the approach that is woven into many of these policy ideas may change the landscape of American economics.  This...

January 6, 2017

Wild Ride for 2016


2016 will go in the record books as one of the most eventful years for investors since the global financial crisis. 

After a sharp sell-off to start the year posting the worst January for US Stocks in history, major geopolitical events such as Brexi...

January 20, 2016

During our first quarter call of 2016 we discuss the final returns for 2015, drivers impacting the markets for 2016, specific risks and opportunities we see in 2016, and a review of our proprietary AFP Defined Risk Strategy.

 

We expect much more volitility this year as low...

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