With the stock market calming down somewhat and the country looking at the next phase of the crisis, I wanted to take some time to walk through what we are seeing in the economy, the stock market, and SEM's investment models. I know many advisors and investors alike have questioned
Tag: SEM Model Update
We are all being bombarded with charts, data, projections, opinions, and webinars on what will happen with the economy and the stock market. Advisors and investors alike are scrambling to come up with a plan. As you work on them, here are 10 thoughts to consider:
1.) Clearly the stock
At the beginning of October, I pointed out the sensationalism of the financial media when they pointed out how the ISM Manufacturing Index posted the worst number in 10 years. It was only 0.2 lower than the previous 10 year low. After a rebound in October, the ISM Manufacturing
Volatility has become the norm it seems. After a nice steady first year under President Trump, since the beginning of 2018 we have seen the market swing wildly. The key drivers have been interest rates and trade policies. Both have put a sharp focus on the chances of entering a
After 25 years of following the financial markets every day, you’d think I’d grow used to the sensationalized headlines of every single market move and every single economic data point. Today the financial media was reminding us that the ISM Manufacturing data released this morning showed



