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.
Financial News // Market Bull
Stocks struggled into the close about even as earnings season begins. China’s economy records the lowest growth in 27-years as tariffs bite.read more
The major averages finish with decent gains. For the week the Dow closed above 27,000 for the first time. Same for the S&P 500 above 3,000.read more
The major averages closed mixed on little news. While the Dow closed above 27,000 for the 1st time, the S&P 500 can’t seem to close above 3,000.read more