Blog - Stratos Private Wealth

The Good, The Bad and The Ugly - Webinar Recap

Written by Tyler Morris | March, 2019

Time to read: 3 minutes | 

After moving to an underweight position in equities in 2018, we are closely watching our indicators to see what is next for the markets and our portfolios. While our indicators are giving mixed signals, our portfolios remain in a defensive position despite the recent market rebound. However, 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 webinar:

  • Pros: The Federal Reserve appears to be on hold with their campaign of interest rate hikes, trade talks with China appear to be moving forward, and market breadth (momentum) has improved since the December lows.
  • Cons: Market sentiment is now too optimistic, economic data is surprising to the downside, the global slowdown remains intact, and earnings expectations have deteriorated which could be a headwind 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.

 
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