Risk Managed Strategy Funds


Alliance Bernstein: Income Assets Are Down but Not Out

July 30, 2020

The sharp rebound of global stocks and investment-grade bonds in the second quarter left higher-income assets behind. But that also means there’s pent-up potential in income-generating assets that may begin to show in later stages of the recovery. Investors are still deciphering return patterns of the coronavirus markets. In the first quarter, risk assets sold […]


Kevin Miller on TD Ameritrade the Watch List

July 29, 2020

Watch the interview click here.


John Hancock: Weekly Market Recap Week Ended July 24th

July 28, 2020

  Earnings bump Although they’re in sharp decline, second-quarter earnings are coming in a bit better than expected, based on results from the roughly one-quarter of S&P 500 companies that had released numbers as of Friday. FactSet projects a quarterly earnings decline of about 42%, compared with the 44% drop that it had projected a […]


E-Valuator Funds: Q2 2020 Review

July 27, 2020

Click and listen to Kevin Miller, CEO and Portfolio Manager of E-Valuator Funds, as he reviews the First Quarter of 2020 looking at what transpired the Second Quarter of 2020 and discuss the outlook for the last half of the 2020 calendar year.


Schwab: All Right Now But a Long Way to Go to Recover

July 24, 2020

For decades, when discussing the relationship between economic data and stock market behavior, I’ve shared the perspective that “better or worse tends to matter more than good or bad.” In other words, trends—and in particular, inflection points—in the data tends to have a larger impact on stock market action than levels. It’s human nature to […]


LPL: Retail Sales Beat Again

July 23, 2020

Retail sales data for June was reported on Thursday, handily beating expectations for the second consecutive month. As shown in the LPL Chart of the Day, June saw a 7.5% increase month over month, compared with Bloomberg’s consensus expectations for a 5% gain. This comes on the heels of a more than 18% gain in […]


Kevin Miller on Bloomberg Daybreak

July 22, 2020

Kevin Miller, CIO at E-Valuator Funds, discusses market news of the day with Doug Krizner and Paul Allen on Bloomberg Daybreak Asia. Click here to listen to the interview: https://www.bloomberg.com/news/audio/2020-07-22/kevin-miller-on-market-news-of-the-day-radio


John Hancock: Weekly Market Recap Week Ended July 17th

July 22, 2020

  S&P 500 @ break-even With its latest weekly gain, the S&P 500 came close to returning to its level at the end of last year, as it moved within 0.2% of the year-to-date break-even point; on a total return basis, it was up 0.9%. On Friday, the index was up 44.1% from a recent […]


Lord Abbett: 2020 Midyear Outlook Podcast

July 16, 2020

As the world wrestles with the disruptive effects of a pandemic, Lord Abbett Investment experts assess the prospects for global economies, markets, and asset classes. Listen here: https://www.lordabbett.com/en/perspectives/economicinsights/2020-midyear-outlook-podcast-investing-changed-world.html


LPL: The Best Quarter Since 1998

July 15, 2020

What a quarter the second quarter was, with the S&P 500 Index adding 20.0%, for the best quarter since 1998 and the best second quarter since 1938. Of course, stocks fell 20% in the first quarter, so what we really have is a bad case of whiplash in 2020 thus far. “A 20% quarterly gain […]