Beginning Anew – January 2021
What a wild ride 2020 has been. The past 12 months have been nothing short of a roller coaster, but like all good rides, these
January 1, 2021
Wealth Management
for the Affluent Investor
KPWP Newsletter
Compiled by John Webb
Every quarter, John does a high-level analysis of the markets, how they have moved, and the catalysts behind these moves. In addition to Brock’s more granular work, John’s analysis provides a qualitative and quantitative glimpse into the way the Kidd Private Wealth Group sees not just the stock market but the global economy as a whole.
Brock considers John “A bright young force in the investment business. He has a unique understanding of finance and the ability to capture months of news and data into a quick summary that is helpful for the team as well as our clients.”
The Road to Recovery – July 2020
2020 has definitely been a year to remember…or maybe one to forget? On one hand, we saw the S&P 500 experience its fastest 30% decline
July 1, 2020
The real risk in the market is staying out of it
This is a great article from Barry Ritholtz explaining the difference between secular and cyclical markets. Lately, the term “secular bull market” has been increasingly used by more publications, market strategists, and media outlets. In my opinion, Ritholtz does an excellent job of laying out the important differences of the two and how they have historically come about.
July 12, 2016
Howard Marks on Avoiding the Market’s Biggest Trap
Article from CNBC by Kelly Evans April 26, 2016
There are two ways to approach the market. You can guess which direction prices will go in next, or you can figure out what businesses and their securities are really worth.
Howard Marks, the subject of our latest “Value Spark” interview, veers toward the latter camp. And the success of Oaktree Capital Management, which he co-founded more than 20 years ago and today has roughly $100 billion in assets under management, is predicated on that.
May 3, 2016
Why Standard Deviation Matters When Choosing Investments
When the stock market has run up as much as it has for the past several months, it is easy to jump into the mode of investing in whatever seems to being doing best – those hot stocks we all hear about at dinner parties. My advice is to slow down, look at your entire portfolio, and invest in what gives you the best diversification…
February 10, 2016
Raymond James names Pinnacle associate Jeannine Nalley “Outstanding Branch Professional of the Year”
NASHVILLE, TN, June 19, 2015 – Raymond James Financial Services (RJFS) recently named Pinnacle Asset Management sales assistant Jeannine Nalley one of only three Outstanding Branch Professional of the Year award winners.
To be considered for this award, which recognizes exceptional support staff, branch professionals must have been affiliated with Raymond James for at least one year and could not have won the award in the past.
June 23, 2015
How I Plan for the Stock Market Freakout…I Mean Selloff
This is a great article I received on twitter from Time Magazine. The author refers to research recently done by Vanguard. According to this research, a good investment advisor is important in “behavioral coaching”. This article explains the importance of sticking to an investors original plans
February 26, 2015
Significance of secular market should not be underestimated
This is a great article from Barry Ritholtz explaining the difference between secular and cyclical markets. Lately, the term “secular bull market” has been increasingly used by more publications, market strategists, and media outlets. In my opinion, Ritholtz does an excellent job of laying out the important differences of the two and how they have historically come about.
November 26, 2014
