Risk Managed Strategy Funds


Schwab: Simple Rotation or Something More Sinister?

September 30, 2020

Key Points As of this writing, it’s a rough start to the week for U.S. equities. Major indices attempted to find more stable ground last week, but volatility risks persist and the bears are winning the latest round. Policy risks abound—not just election-related, but both monetary and fiscal policy as well. There is little progress […]


John Hancock: Weekly Market Recap Week Ended September 25th

September 29, 2020

  Down from the peak With the latest weekly decline, the S&P 500 was down 8% from its early September record high, the NASDAQ was down almost 10% from its peak, and the Dow was 7% below a recent high. The Dow’s record was set in February of this year, when it was 8% above […]


Kevin Miller on TD Ameritrade Market Overtime

September 24, 2020

  Click and watch TD Ameritrade Market Overtime with Kevin Miller, CEO and Portfolio Manager of E-Valuator Funds.   https://tdameritradenetwork.com/video/rB4AoXSlHoOBdLzm1p8Q_Q


Schwab: Quarterly Market Outlook

September 24, 2020

Markets have been walking a fine line, with a still-struggling economy on one side and hopes for a COVID-19 vaccine breakthrough on the other. Heading into the fourth quarter, there are both encouraging signs and cause for caution. The stock market rally is top heavy The largest five stocks by market cap in the S&P […]


Alliance Bernstein: Rational Exuberance?

September 23, 2020

Global stock markets pulled back in early September, after a remarkable run that seemed to defy the reality of recessions around the world. Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus and low rates on stock valuations. Nearly 24 years ago, US […]


John Hancock: Weekly Market Recap Week Ended September 18th

September 22, 2020

  Near-zero rate outlook The U.S. Federal Reserve kept interest rates unchanged and signaled that it expects to keep its benchmark rate near zero for at least three more years. All 17 Fed officials who made projections said they expect to keep rates near zero at least through next year, and 13 projected rates would […]


Alliance Bernstein: Growth Surge Reshapes US Stock Market in 2020

September 17, 2020

During the coronavirus downturn and rebound, US growth stocks outpaced value stocks by a record margin. Now growth stocks seem expensive, but that depends on how you look at it. So are these trends likely to continue—and how should investors position across different equity styles? US growth stocks surged for much of 2020. One of […]


John Hancock: Weekly Market Recap Week Ended September 11th

September 16, 2020

  From record to correction The NASDAQ on Tuesday fell into a correction, as the index was down 10% from the record high that it had set just six days earlier. Several of the market’s biggest technology stocks weighed on the NASDAQ, posting weekly declines of more than 5%.    Rising prices Inflation remains below […]


Winner of the 2020 Wealth Management Industry Awards.

September 15, 2020

  We’re pleased to announce that we’ve been named the winner of the 2020 Wealth Management Industry Awards for the category 401(k) Retirement Plan Support Technology! To learn more about how The E-Valuator software can help your business and your 401(k) clients, visit https://e-valuator.com/ 


LPL: Which Bull Will It Be?

September 11, 2020

Economic Blog  The jobs market remains strong, as the August nonfarm payrolls came in at a solid 1.37 million jobs created, right in line with expectations. This was the fourth consecutive month of gains, up 10.6 million over this time frame. In March and April more than 22 million jobs were lost, so we still […]