A longstanding investor term is “Climbing The Wall of Worry”. What does it mean and how can the concept help us? A client that I have served for 15 years, through two Bear Market cycles, called this week asking, “Should I go ahead and cash in now?” Many of us remember the Tech Wreck of 2001 and 2002 as well …

What is a Stealth Bear Market and what are the best potential solutions for investors? The Dow topped 26,500 for the first time in January of 2018. Most of this week’s trading levels were below 26,000. A stealth bear is a range bound sideways correction where the Equity Indexes fail to make new highs. If the assumption for growth is …

This week’s decline in U.S. Equity Markets was concurrent with the European Central Bank cutting growth estimates for 2019 to just 1.1% for the Eurozone. The theme of slowing global growth continues to dominate the Financial Markets. What does this mean for investors? Unlike the 3 years preceding the 2018 summertime equity market peak, growth investors are no longer likely …

Great Questions and Great Counsel lead to Successful Outcomes! Provocative Great Questions: If I am not with The McGowanGroup, is my Advisor getting it dead wrong? Example: I spoke with an institutional investor this week who simply wants to earn over 3% a year in a conservative portfolio. Irony the organic, after fees, cash flow is under 2% with a …

Slowing global growth was the theme during the Mini Panic of 2018, the first Bear market since the crisis and the quickest bear since 1987. Anxiety levels of investors in the 2018 Mini Panic reached a frenzy at the lows of Christmas Eve. With the benefit of hindsight, many investors are regretting overreactions that included failing to scoop up bargains …

Salacious Headlines that Haunt Investors Recession! Global Slowdown! Government Shutdown! Trade Wars! Debt Crisis! Contagion! Pandemonium! China! “Panda-Monium!” Anxiety levels of investors in the 2018 Mini Panic reached a frenzy at the lows of Christmas Eve. With the benefit of hindsight, many investors are regretting overreactions that included failing to scoop up bargains and even selling into irrationally low prices. What …

Throughout the 4th quarter of 2018, we emphasized in each broadcast the bargains to accumulate, where appropriate, in global high yield bond funds and energy infrastructure. These high cash flow assets led traditional fixed income and equity index allocations in January’s rally. This weekend’s program takes the capital call into an action plan for now and the next 5 years. …

Throughout the 4th quarter of 2018, we emphasized in each broadcast the bargains to accumulate, where appropriate, in global high yield bond funds and energy infrastructure. These high cash flow assets led traditional fixed income and equity index allocations in January’s rally. This weekend’s program takes the capital call into an action plan for now and the next 5 years. …

Driving Where? When Growth Slows What do You Pay for A Company? For a Bond Fund? Net Present Value of Discounted Future Cash Flows! Cap Rate Lessons for Investors.   Dow Jones Industrial Average (3 Years) -Courtesy of Bloomberg Standard and Poor’s 500 Index (Approx. 10 Years) -Courtesy of Bloomberg C.B.O.E. 30 Year Treasury Bond Yield Index & 10 Year …

Since 2009, there have been 4 market corrections with similar headlines: Slowing growth? Recession? Debt Contagion?, often with dire predictions of another collapse concurrent with high investor anxiety: 2010 “Flash Crash” 2011 “Greek Debt Crisis” 2015-2016 “China Slowdown” 2018 “Mini Panic” These corrections appeared to have in common often salacious headlines of impending disasters that actually did not disrupt the …