December 3, 2019

Over the course of 2019, the market has surprised us to the upside. This means that you should have good returns. We have certainly been pleased with the results.

At times this year, we were near-certain that a recession was a certainty. Then the market and the economy would surprise us (& many others) to the upside. This is exactly why we follow our rules-based system. No one has a crystal ball; therefore, we want to measure the data and invest accordingly.

The 2019 results have been very pleasing.

Looking into 2020 (with the crystal ball that we don’t have), we see plenty of headlines due to the Presidential election, Trade Wars, and anything else that our society can conjure. Yet again, we will continue to measure the data and follow our investment rules.

Currently, the Federal Reserve is easing, short-term economic indicators are positive, as is market sentiment; all good signs. However, the economic data continues to slow and market valuations are at all-time highs, both are negative signals.

As usual, the data is murky. But our team continues to monitor that data and take steps to improve our service to you. The following is a market outlook full report from our partners at WealthShield, for those that want far more details. Please enjoy!

If you have any questions, please call us, we are here to serve you.

Thank you for the trust that you put into us,


WealthShield Report

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