Wealth Wake Up


Wednesday, September 30, 2015

Understanding the Latest Correction Client Letter by Anthony Valeri | September 30, 2015

"The renewed downturn in stock prices feels like déjà vu all over again. Just when it appeared the August lows were the bottom and a rebound had begun, stocks retested the recent low on Monday, September 28."

Wednesday, September 30, 2015

Portfolio Compass | September 30, 2015

"Upgraded REITs from negative/neutral to neutral."

Tuesday, September 29, 2015

"Agonizing Over Liquidity" | Bond Market Perspectives | September 29, 2015

"The challenges produced by bouts of illiquidity have always been a characteristic of the bond market and are not going to fade away."

Monday, September 28, 2015

"It Ain't Over 'Til It's Over" | September 28, 2015 | Weekly Market Commentary

"We look to Yogi Berra's Yogi-isms to remind us that this bull market ain't over 'til it's over."

Monday, September 28, 2015

"Short-Term Gain, Long-Term Pain" | Weekly Economic Commentary | September 21, 2015

"Despite the potential of a government shutdown this week, our view remains that Congress will agree on legislation to fund the federal government beyond September 30."

Tuesday, September 22, 2015

"Lower For Even Longer" | Bond Market Perspectives | September 22, 2015

"The Fed’s "lower for even longer" message should provide support to high-quality bonds but does not alleviate the low-return environment."

Monday, September 21, 2015

"Fed Implications" | September 21, 2015 | Weekly Market Commentary

"Although Fed stimulus and low interest rates have played a role in fueling the current bull market, earnings growth has been a far bigger factor."

Monday, September 21, 2015

"Yes, and No" | Weekly Economic Commentary | September 21, 2015

"In addition to inflation data, the Fed may be looking back at historical effects of Fed tightening during international turmoil."

Wednesday, September 16, 2015

Portfolio Compass | September 16, 2015

"No changes."

Tuesday, September 15, 2015

"Fed: Kick Off or Punt?" | Bond Market Perspectives | September 15, 2015

"The outcome of this week’s Fed meeting is unlikely to materially alter the total return environment for fixed income investors."

Monday, September 14, 2015

"Should Emerging Market Investors Fight The Fed?" | September 14, 2015 | Weekly Market Commentary

"We see sufficient upside potential to maintain modest EM equity allocations despite significant growth challenges."

Monday, September 14, 2015

"How Much, How Far, How Fast, Not When" | Weekly Economic Commentary | September 14, 2015

"Although there is a chance the Fed will raise rates this week, our view remains that the Fed will hike later this year, most likely at the December 2015 meeting."

Tuesday, September 8, 2015

"Bonds To Fed: Do Not Raise Rates" | Bond Market Perspectives | September 08, 2015

"Inflation expectations, the yield curve, and stock market volatility have raised the bar for a September rate hike."

Tuesday, September 8, 2015

"Consulting Our Technical Playbook" | September 8, 2015 | Weekly Market Commentary

"In challenging market environments, technical analysis tools can help us make better investment decisions."

Tuesday, September 8, 2015

"Beige Book: Window On Main Street" | Weekly Economic Commentary | September 08, 2015

"Optimism regarding the economic outlook far outweighed pessimism throughout the Beige Book once again."

Wednesday, September 2, 2015

Portfolio Compass | September 02, 2015

"Downgraded event driven to neutral from neutral/positive; upgraded long/short to neutral from neutral/negative."

Monday, August 31, 2015

"China Challenge" | Weekly Economic Commentary | August 31, 2015

"Markets remain concerned with China's stock market and its potential impact on global economic growth."

Monday, August 31, 2015

"12 Questions for a 12% Correction" | August 31, 2015 | Weekly Market Commentary

"This week we answer the top 12 investor questions in response to the S&P 500's 12% correction."

Tuesday, August 25, 2015

"Mid-Cycle Credit Check" | Bond Market Perspectives | August 25, 2015

"High-yield bond valuations have cheapened in sympathy with equity market volatility but have shown relative resilience."

Monday, August 24, 2015

"The Market Downturn Is Here, Now What?" | August 24, 2015 | Weekly Market Commentary

"As a bull market matures over the second half of an economic expansion, periods of increased market volatility are likely to become more common."


Host Dick Donahue live in the studio for Wealth Wake Up

Wealth Wake Up for 10/3/15

Host Dick Donahue discusses this week’s markets… “They remain volatile as concerns of global economic downturn persisted.”

interest rates

Wealth Wake Up for 9/27/15

Dick Donahue talks about the Fed’s lack of action on interest rates, billionaire Tom Steyer’s impact on politics, and some new scams targeting Washington seniors.

counting money

Wealth Wake Up for 9/26/15

Host Dick Donahue is live in the studio and discusses the market.


Wealth Wake Up for 9/20/15

Host Dick Donahue talks about the Fed’s decision not to raise interest rates and its impact on the markets, and 4 ways to fix economies around the world.

map money

Wealth Wake Up for 9/19/15

Host Dick Donahue discusses the latest on Wealth Wake Up from Spokane, Washington about American student debt levels continue to rise. 1 in 10 students don’t know they have a loan. Students annually underestimate how much debt they actually have.