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Tactical Investment Strategy August 2019
Until the next FOMC meeting in mid-September, markets are most likely to be influenced by trade news and economic data, which have both generated negative. . . .
TAMAI ETF Portfolio Shift Commentary 8/06/2019
Given the deteriorating trade situation and our expectations that rates could continue to trend down, we have become modestly more defensive by lowering our equity. . . .
MAI ETF Portfolio Shift Commentary 8/06/2019
Given the deteriorating trade situation and our expectations that rates could continue to trend down, we have become modestly more defensive by lowering our equity. . . .
Tactical ETF Portfolio Shift Commentary 8/06/2019
Within equities, we trimmed Emerging Markets and U.S. Value Equities. We also added to the Consumer Staples Sector and REIT Sector.