The first quarter is in the books with the S&P 500 closing up 5.5%. Given this impressive performance for US based large cap stocks, you would think it was a quarter of good news. Unfortunately for long-term investors it was a quarter based on EXPECTATIONS of FUTURE
Back in 2011 I marked the 30th anniversary of the day President Reagan was shot with a look at the impact he had on our economy. While he was a great president in many ways, the DATA shows his policies ushered in a “new era” where debt was
The overwhelming enthusiasm towards the new president and his “pro-growth” ideas is being met with a dose of reality as investors are reminded how difficult it is to get anything accomplished in Washington.
Last week we saw how 26 members of the Freedom Caucus broke the market.
SEM uses a unique approach to asset allocation based on each individual’s personality. SEM Portfolio Manager Jeff Hybiak discusses this technique in this short video.
After 25 years, Strategic Equity is going through a re-branding effort. This video explains why we are updating our name & our look.