Wealth Wake Up

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Wednesday, March 25, 2015

Portfolio Compass | March 25, 2015

"Upgraded small value to neutral from negative/neutral. Upgraded telecom to neutral from negative/neutral."

Tuesday, March 24, 2015

"Breaking Up Is Hard To Do" | Bond Market Perspectives | March 24, 2015

"The high-yield energy sector has kept pace with the broader high-yield bond market in 2015 even as oil prices weakened, a notable difference from 2014."

Monday, March 23, 2015

"The Dollar's Ripple Effect" | March 23, 2015 | Weekly Market Commentary

"Using intermarket analysis is important to reduce the risk of missing vital directional clues within the financial markets."

Monday, March 23, 2015

"Forecast For Clear Skies" | Weekly Economic Commentary | March 23, 2015

"The outcome of last week’s FOMC meeting confirmed our long-held view that the Fed would keep rates "lower for longer.""

Wednesday, March 18, 2015

Happy Belated Birthday Bull Market Client Letter by Burt White, CIO | March 18, 2015

"The financial crisis of 2008 seems like such a long time ago. During the crisis, we saw the collapse of Lehman Brothers, bank bailouts and forced mergers, massive federal stimulus, and extraordinary Federal Reserve (Fed) policy."

Tuesday, March 17, 2015

"Patiently Waiting" | Bond Market Perspectives | March 17 , 2015

"The Fed faces a number of obstacles now and may require greater justification to suggest raising interest rates as soon as June."

Monday, March 16, 2015

"Dollar Strength Is A Symptom, Not A Cause" | March 16, 2015 | Weekly Market Commentary

"We do not think the strong U.S. dollar will derail the bull market."

Monday, March 16, 2015

"FOMC Preview" | Weekly Economic Commentary | March 16, 2015

"What the FOMC says, if anything, about the rising dollar and its implications, could have ramifications for monetary policy over the next several quarters and beyond."

Wednesday, March 11, 2015

Portfolio Compass | March 11, 2015

"Upgraded small and large foreign to negative/neutral from negative. Upgraded foreign bond/hedged to negative/neutral from negative."

Tuesday, March 10, 2015

"TIPS & Rising Inflation Expectations" | Bond Market Perspectives | March 10, 2015

"Market-implied inflation expectations have increased after reaching a multiyear low in mid-January 2015."

Monday, March 9, 2015

"Beige Book: Window on Main Street" | Weekly Economic Commentary | March 9, 2015

"The latest Beige Book suggests that the U.S. economy is still growing at a “modest or moderate” pace that is at or above its long-term trend, and that some upward pressure on wages is beginning to emerge."

Monday, March 9, 2015

"Happy Birthday Bull Market" | March 9, 2015 | Weekly Market Commentary

"The current bull market celebrates its sixth birthday today (March 9, 2015)."

Wednesday, March 4, 2015

Diversification Under Pressure Client Letter by Burt White, CIO | March 4, 2015

"With any investment approach, it is crucial to have a plan, and the bedrock of any investment plan is to have a well-diversified portfolio among various asset classes."

Tuesday, March 3, 2015

"Hot Cold Bonds" | Bond Market Perspectives | March 3 , 2015

"January 2015 was the best month for high-quality bonds since December 2008. In February 2015, high-quality bonds posted their worst monthly performance since June 2013 and the taper tantrum sell-off."

Monday, March 2, 2015

"The Misery Index" | Weekly Economic Commentary | March 2, 2015

"Reports on the CPI and unemployment rate for January 2015 sent the Misery Index down to 5.6%, its lowest level in 56 years."

Monday, March 2, 2015

"A Very Different Nasdaq" | March 2, 2015 | Weekly Market Commentary

"The Nasdaq Composite just hit 5000 today as this report was going to press and is nearing its all-time record closing high of 5048."

Wednesday, February 25, 2015

Portfolio Compass | February 25, 2015

"No changes."

Tuesday, February 24, 2015

"Reassessing Interest Rate Risk" | Bond Market Perspectives | February 24 , 2015

"We do not expect the weakness witnessed in 2013, but a difficult February 2015 thus far warrants another look at assessing interest rate risk, especially given the likely start of Federal Reserve (Fed) interest rate hikes later this year."

Monday, February 23, 2015

"Are Expectations Too High?" | February 23, 2015 | Weekly Market Commentary

"The market’s continued ascent has caused some to ask if the stock market reflects excessive optimism."

Monday, February 23, 2015

"Housing Health" | Weekly Economic Commentary | February 23, 2015

"We continue to expect housing may add to GDP growth in 2015 and for the next several years, as the market normalizes following the severe housing bust of 2005 -- 2010."

Podcasts

stocks

Wealth Wake Up 3/22/15

Host Dick Donahue talks about the performance of international investment markets and how public policy is affecting business.

scale money

Wealth Wake Up 3/21/15

Host Dick Donahue gives you the rundown on the latest investment news, and talks about the debt limit.

College loan

Wealth Wake Up 3/15/15

Host Dick Donahue talks about the latest investment news, including the bonus tax benefits of 529 College Savings plans.

The dome of the Capitol is seen in on Capitol Hill Washington, Monday, Jan. 27, 2014. On Tuesday, President Barack Obama will give his State of the Union address, an annual rite of official Washington that for one night squeeze the three branches of government underneath the same roof for the speech.

Wealth Wake Up Live 3/14/15

Host Dick Donahue talks about the scary power of the Fed as a financial institution and how Congress needs to…

tax

Wealth Wake Up Live 3/7/15

Host Dick Donahue is on the road, talking about how possible changes to tax policies could affect business investments and…