WrapManager's Wealth Management Blog

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Geneva Advisors - Q1 2015 Market Perspective

Posted by WrapManager's Investment Policy Committee

May 27, 2015

Geneva Advisors provides their First Quarter Perspectives on the market.

"The relative strength of the U.S. dollar has been an important force for the market in recent periods. Stock prices are near record highs and valuations of many companies are extended. A disciplined investment process, an active investment approach and a long‐term focus will continue to be critical to achieving investment objectives.

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Money Manager Research Geneva Advisors market perspective

Brookmont - Reducing Exposure to Mid-Cap Stocks

May 20, 2015
Brookmont has made the decision to reduce mid-cap stock exposure for their Dividend Equity Strategy. "Dating back to March 2009, the ... [+] Read More

With Tax Season Over, It's Time to Focus on Estate Planning Strategies

May 13, 2015
Filing taxes often puts our financial lives under a microscope, and that’s a good thing – we take stock of where we stand financially and ... [+] Read More

Adding an Asset to Your Portfolio - Doug's Quiz Corner

May 13, 2015
  Quizmaster, Doug Hutchinson, has come up with a great quiz that illustrates how adding an asset with higher volatility can actually lower ... [+] Read More

Will International Outperform US Stocks in 2015? - Cambiar Investors

May 6, 2015
Cambiar's commentary highlights a cautious view on energy and reviews the strategy's international approach following Japan's surge in Q1.  [+] Read More

Federated Investors - Q1 2015 Managed Account Commentary

April 29, 2015
In their Q1 2015 International Strategic Value Dividend ADR Commentary, dividend money manger, Federated Investors, discusses their ... [+] Read More

Slow but Steady - Eagle Asset Management Whitepaper

April 22, 2015
Our focus isn’t on emphasizing just whether a company is good or bad but how people are reacting to it. How the sentiment changes. ... [+] Read More

Are You Working with a Fiduciary Investment Advisor?

April 15, 2015
Here’s a fact about financial advisors (NOT Investment Advisors) that may surprise you: they do not necessarily have to act with your best ... [+] Read More

Eagle Asset Management Market Perspective

April 15, 2015
"The Fed may have axed the word patience from its commentary but I’m beginning to wonder if extreme patience may be called for." Eagle ... [+] Read More

Volatility and Wealth Accumulation - Doug's Quiz Corner

April 15, 2015
Quizmaster, Doug Hutchinson, has come up with another great quiz for us regarding how volatility can affect wealth accumulation. Let’s see ... [+] Read More
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