Not Your Traditional Wall Street Persona ...

Caleb Lawrence is a registered investment advisor offering research driven personalized investment management services.
Contact Caleb today to start a discussion

Hello & Welcome.

While traditional long-term buy and hold investing works very well in a cyclical bull market, the last one ended in early 2000. The current bear market cycle has yet to complete. Bear markets require an active, as opposed to passive, investment management strategy. Strategies that are designed to capitalize on the ever-shifting investment opportunities available. The famous Ibbotson Study on asset allocation showed that 91.5% of a portfolio’s investment return was attributable to the allocation model used, the other 8.5% was put down to luck, timing and investment selection.

In order for this to be true, and it is, you have to have 30-40 years. Coincidentally this is enough time to go through a complete bull/bear market cycle. Most folks don’t get serious about saving and investing for their future until their late 40’s or early 50’s, and basic asset allocation says age and fixed income should choose conservative investments. I take issue with this particular philosophy.

If interested, please contact me to discuss your unique situation.

Best regards,

Caleb Lawrence

Caleb Lawrence

Registered Investment Adviser

5321 Scotts Valley Drive
Suite #202
Scotts Valley, CA 95066

Toll Free: (888) 742-4744
Local: (831) 334-5318

Listen to Caleb’s daily market commentary on California’s Central Coast every business day at 12 noon, KPIG 107.5 FM in the Monterey Bay or KPYG 94.9 FM in San Luis Obispo.

Financial News // Share the Wealth

Share the Wealth – June 15, 2018

Registered Investment Adviser Caleb Lawrence The major averages enter the final hour on a down note. Since Monday the Standard and Poors 500 Index is about even, while the NASDAQ has gained about 100 points or 1.3%. As expected the Chinese promptly retaliated with...

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Registered Investment Adviser Caleb Lawrence The major averages enter the final hour mixed on generally positive data. Emerging market trouble grows as liquidity continues to decline. Various crypto currencies struggled higher in early trade. Bitcoin made it back...

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