International equities have lagged U.S. markets over the past decade. And with major central banks moving in a similar direction and economies increasingly interconnected, they no longer provide a …
Continue Reading about International Stocks: A Must-Have for Building Robust Portfolios. →
By Joe Zappia, Co-CIO, LVW Advisors Jill Mislinkski of Advisor Perspective recently presented an excellent case study of using traditional price earnings ratios versus 10 -year inflation …
Continue Reading about Is the Stock Market Cheap? You be the Judge →
Key takeaways The Fed’s interest rate pause is extending the economic cycle. Late-cycle economic conditions continue to mount. It may be time to prepare for more market volatility. What …
Continue Reading about U.S. Outlook: The expansion gets extra innings. →
By Joe Zappia, Co-CIO, LVW Advisors Jill Mislinkski of Advisor Perspective recently presented an excellent case study of the components of inflation. The impact of inflation is different for …
Continue Reading about What Inflation Means to You: Inside the Consumer Price Index →
A recent focus of our research has been the 10y/2y Treasury slope and the 10y/3m Treasury slope. Based on the data we use in our calculations, the latter reached the point of inversion last Friday and …
Continue Reading about In short, we would fade the signal from the yield curve →
By: Joseph Zappia, Principal, Co-CIO, on December 21, 2018 2018 has been a tumultuous year for investors. As of December 21st, the S&P 500 just wrapped up its worst week since 2008, is on pace for …
