by Todd Moerman | May 24, 2018 | Manage Risk
I recently did a presentation for a board meeting and I thought I would share some of the key thoughts and slides. If you find this of value, please share with your friends and family. It is amazing how many people need help and are paying way too much in total... by Todd Moerman | Apr 12, 2018 | Retired, Working
Each week we read dozens of blogs, articles, whitepapers and presentations as part of our investment process. Below are some of the most important slides, charts and commentary about the economy, markets and industry trends for Q1. Key thoughts: (If you find this of... 
by Todd Moerman | Feb 7, 2018 | Manage Risk
(Updated Charts included) Since the Market highs on 1/26/18, the markets have finally had some overdue volatility. The S&P 500 has pulled back almost -8% from the most recent all-time high of 2,865.8. As a reminder, volatility is normal when investing in... by Todd Moerman | Jan 10, 2018 | Retired, Working
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the... by Todd Moerman | Nov 7, 2017 | Retired, Working
The markets have been on a rip higher since the election last year. Although President Trump takes a lot of credit for all-time highs, the real credit always goes to corporate profits, a global recovery and easy money from central banks. We have come a long way...
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