Risk Managed Strategy Funds

News & Insights

Charles Schwab: The Coming Sector Shakeup

September 12, 2018

The Coming Sector Shakeup: What Does It Mean for Your Portfolio?   Big changes are coming later this month to the way the financial world categorizes some of the country’s biggest companies. The telecommunications sector—currently home to just three stocks—is being expanded to accommodate some of the biggest names in the technology and media worlds: […]

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Alliance Bernstein: Three Reasons To Invest Now

September 11, 2018

US stocks continue to pose big questions for investors. After nine years of strong gains, concerns about market conditions are rife. But we think US stocks are more attractive than perceived for three main reasons. The skepticism is understandable. From April 2009 through June 2018, the S&P 500 Index rose by an annualized 16.6%, the […]

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John Hancock: Weekly Market Recap Week Ended September 7th

September 11, 2018

  Wage momentum With 201,000 U.S. jobs added in August, Friday’s labor report exceeded most economists’ expectations. The biggest surprise was the 2.9% increase in wages—the fastest annual growth rate since 2009 and a sign that the tight labor market is increasing pressure on employers to lift wages.   Slight pullback U.S. stock indexes fell […]

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LPL: Worst Month of the Year

September 7, 2018

Well, here it comes—September. It’s widely considered the worst month of the year for equities for good reason, since it has historically performed the worst. Per Ryan Detrick, senior market strategist, “September is the banana peel month, as some of the largest slips tend to take place during this month. Although the economy is still […]

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Charles Schwab: Stocks Laboring to Move Higher

September 6, 2018

Schwab Market Perspective: Stocks Laboring to Move Higher   Key Points “Of all the American educational system’s problems, none is more severe than the academic year beginning before Labor Day.” –    P.J. O’Rourke   Short…but only partially sweet With the unofficial end of summer staring us in the face, we thought this week’s report would […]

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TD Ameritrade: September’s Market Outlook

September 6, 2018

September’s Market Outlook: A Blend of Potentially Higher Rates and Politics   As earnings season wound down, geopolitical headlines flared up again due in part to an event that was arguably not on most investors’ radar: Turkey’s potential debt crisis. And with that, the roller coaster ride of 2018 extended into August. Though investors appeared […]

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John Hancock: Weekly Market Recap Week Ended August 31st

September 5, 2018

  August temperature check With their gains in August, the S&P 500 and the NASDAQ have now risen for five months in a row, while the Dow has climbed for three straight months. The NASDAQ was the strongest performer last month, adding nearly 6%, while the S&P 500 climbed 3% and the Dow gained more […]

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LPL: Finally

August 31, 2018

It took nearly seven months, but the S&P 500 Index finally closed at a new all-time high on Friday. Many clues along the way suggested new highs could eventually come, like strong overall market breadth and excellent earnings growth. Still, the big question now is, what happens next? “Investors have been patiently waiting for new […]

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Alliance Bernstein: Reading the Signs

August 31, 2018

Reading the Signs: Investment-Grade Bonds Present Warning and Opportunity   US investment-grade corporate bonds look cheaper today than their lower-quality counterparts in the high-yield market. Is this the buying opportunity of a lifetime? Not exactly. A closer look reveals there’s actually method to the madness. Both investment-grade and high-yield corporate bond valuations have declined somewhat […]

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Charles Schwab: Sectors in Flux

August 30, 2018

Has the stock market reached a turning point? While such moments are incredibly difficult to call—most investors would do well to avoid trying to time the market—a few signals have appeared suggesting a shake-up among the leaders and laggards may be afoot. To be clear, this doesn’t necessarily mean the stock market is on the […]

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