Attached please find our most recent Economic and Market Review for the first quarter. As you may know, this piece has over 80 data points that can help discern recent events in the economy and various markets. Spanning from the latest GDP and inflation figures to equity, fixed-income and alternative asset classes, this update can be used as a reference point when reviewing capital market investments. In addition, our concise commentary provides relevant information without lingering for so long that you may not have the time to read it.
We have been producing this piece for over 26 years now and believe it has withstood the test of time, as has our firm in an age where companies seem to come and go at an increasing pace. And to that end, we are excited to announce the latest improvement in our portfolio management and trading software. As we implement this system over the coming months, we look forward to increased operational efficiencies on our end while, just as importantly, providing clients with a significantly enhanced reporting experience that can be viewed from nearly any device in real time.
The capital markets continue to evolve while throwing investors the inevitable curve balls. This is but one reason why it’s critical as investment advisors that we stay ahead of the curve and guide clients down the correct path. This is what we are all about.
As always, thank you for your continued association with Strategies Capital Management.
Founding Partner and CIO
Welcome to 2019!
Like me, I’m sure you have enthusiastically followed the discussion of the Phillips Curve by our former and current Federal Reserve Board chairs. No? What is the Phillips Curve, you might ask? That very question tells me…Continue Reading
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Many exciting things are happening at Strategies and I would like to share a few of those with…Continue Reading
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Welcome to the new year. There has been quite a lot of activity at SCM this past quarter and I would like to share some of the highlights with you…Continue Reading
I learned about a new trend this week, or at least one new to me: “tiny houses”. As I sat in a barber chair, the young stylist described to me her and her boyfriend’s dream…Continue Reading
I returned recently from a financial-education trip to Cuba, where relaxed restrictions now allow us to experience its great culture and fascinating history. The most eye-opening statistic I learned while there is that the average wage Continue Reading…
Last year I wrote about New Year’s resolutions and investor behavior. Before I revisit the slim odds that any of us stuck to our 2016 resolutions, let’s welcome our newest employee to the firm, Matt Oakley.
For more on our latest Market and Economic commentary, click here 17-01 Around the Firm
Many large cities around the country, including our own here in Denver, confront significant traffic issues. Several studies over the years have identified ways to mitigate growing traffic backups, usually by adding lanes, increasing public transit routes, and so on.
However, one study out of Seattle recently concluded that an individual driver has more control than they know,..
For the Q3 2016 Financial Highlighs and more thoughts from Tom Gonnella, click here: 16-10-scm-quarterly-newsletter
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Denver, CO 80204