by Advising Partner | Jul 1, 2024 | Monthly Note
At Strategic Advisory Partners, our dedication to building personal relationships with our clients is what truly sets us apart. We’ve put in the effort to foster a two-way communication partnership because we want to be more than just a source for your monthly...
by Advising Partner | Jun 28, 2024 | Asset Allocation
July 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities We will slightly reduce exposure while maintaining an overweight position. Positive trends across all timeframes support its status as the strongest equity asset class. The minor adjustment in...
by Advising Partner | Jun 4, 2024 | Monthly Note
“Never mistake a clear view for a short distance.” –Paul Saffo A significant advantage of trend following is its ability to help investors manage emotions and behaviors by providing a clear, adaptable plan for any market scenario. This systematic investing strategy...
by Advising Partner | Jun 4, 2024 | Asset Allocation
June 2024 Asset Allocation Update What Does This All Mean? = U.S. Equities Exposure will not change and will remain overweight. Trends over all timeframes are positive, and it remains the strongest equity asset class. = International Equities Exposure will be at...
by Advising Partner | May 21, 2024 | Invested Interest
May 21, 2024 Season 2 | Episode 1 Zombie Companies, Emerging Markets, and the ONE Question to Ask a Financial Advisor Before Investing With Them In this episode, we start by unpacking the concept of “Zombie Companies.” These are businesses that are barely...
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