Q3 2018 Webinar Recap

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After a move back to benchmark weighting in equities for the first time in nearly 3 years, we are shifting our focus on what is next for our portfolios. While our indicators are giving mixed signals as to what the next allocation shift will be, we believe our portfolios are still well positioned based on the weight of the evidence. Here are our key takeaways from Stratos Private Wealth’s most recent Market Outlook Webinar:

• Pros: 2018 earnings have benefited from the U.S. corporate tax plan that was put into place. 2019 earnings growth continues to look solid which will help keep high valuations in check, and central banks remain accommodative.

• Cons:  A decline in the breadth of the stock market, narrow leadership within the market capitalization of the world stock markets, high valuations on U.S. equities, 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.