Skip to content
Tyler MorrisApril, 20191 min read

Q1 2019 Webinar Recap

Q1 2019 Webinar Recap
1:12

Time to read: 3 minutes |

After moving to an underweight position in equities for the first time since 2009, we are shifting our focus on what is next for the markets in 2019 and our portfolios. While our indicators deteriorated during the second half of 2018, our portfolios are in a defensive position and we believe they are well positioned to take advantage of any buying opportunities that arise. Here are our key takeaways from Stratos Private Wealth’s most recent Market Outlook Webinar:

  • Pros: The U.S. does not appear to be in recession risk, equity valuations have improved significantly, sentiment levels have improved, and credit conditions remain favorable.
  • Cons: Global economic slowdown is underway, central banks are not being as accommodative as they have been in the past, the potential for continued trade conflict, and rising interest rates could all be headwinds for equities.

Now is a good time to review risk tolerance, large holdings of employer stock, and account allocations for investments outside of Stratos Private Wealth.  We will continue to monitor our objective indicators for signs that it is time for a shift in investment strategy.

Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.  Stratos Wealth Partners and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only; and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.  To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  Investing involves risk including possible loss of principal. Some of the information contained herein has been obtained from third party sources which are reasonably believed to be reliable, but we cannot guarantee its accuracy or completeness. The information should not be regarded as a complete analysis of the subjects discussed.

 
avatar

Tyler Morris

Tyler Morris is a Founding Partner and Wealth Advisor at Stratos Private Wealth

RELATED ARTICLES