Q4 Client Conference Call, Renewed Volatility

During our Q4 conference call, we discussed the market returns YTD and the changing dynamics that are giving investors concern as we enter the remaining months of 2014.

- normal economic activity, not accelerating economic activiity

- reduced Fed stimulus

- non U.S. pressure to push down global interest rates

- excess energy assets are good for economy, but bad for energy stocks

- foreign money purchasing our "high" interest treasuries is strengthening USD

- strengtening USD is hurting exports, and reducing returns for non US investments

- YTD interest rate sensitive stocks are where much of the gains have been made

- We are very light interest sensitive stocks, as we belive rates go higher from here

Featured Posts
Recent Posts
Search By Tags
Follow Us
  • Facebook Classic
  • Twitter Classic
  • YouTube Social  Icon

© Copyright 2021 Adams Financial Partners, Inc. Securities and Investment Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Cetera is under separate ownership from any other named entity. The site is published for residents of the United States only. Registered Representative of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit Cetera Advisor Networks LLC site.  Adams Financial Partners, Inc. and Cetera Advsior Networks LLC are not affiliated.