Fundamentals Remain Solid; Buy Any Sept./Oct. Seasonal Weakness

Here's What We're Thinking

September 7, 2017

Markets have recovered from a recent bout of weakness but signs of hesitation and uncertainty remain. Risks surrounding geo-political events (North Korea nuclear weapons testing), domestic U.S. politics (widening Russia – White House probe, gridlock in Congress on health care and tax reform), natural disasters (Hurricanes Harvey and Irma), commodity price swings (oil falling/rising 10%), impending changes to monetary policy (Fed starting to shrink its balance sheet), etc. have resulted in markets trading in wider ranges over the late summer in thin trading conditions. These important event risks and the lack of a meaningful market correction of 7% or more for over a year-and-a-half while the S&P500 trades near recent all-time highs leaves the market susceptible to a pullback during the seasonally weaker September-October period.

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Investment News September 2017

The Kelland Bulletin

September 6, 2017

Dear Clients and Friends,

We are pleased to send along our September newsletter (CLICK HERE).  We hope that you find it informative and an enjoyable read.

We are keeping a close eye on many things going on around the world that could have an impact on client portfolios:  tensions in North Korea, rising interest rates, and volatile weather patterns, to name a few.

As always, we continue to focus on building conservative high quality portfolios, achieving superior long term performance results and providing excellent client service.  If you have any questions, please don’t hesitate to let our Team know.