Dear Clients, We hope these comments find you healthy and well and provide some explanation of the current market conditions and what we are doing to navigate these rapidly evolving dislocations. After the stock markets rallied back about 8% in March after the initial...
We often speak to each of you about the dual mandate we have at Bauer Wealth, to protect assets to the best of our ability but also to position portfolios for growth and income
You’re out of college and working for a few years now and finally got a few bucks to invest. But you’re not sure where to go for advice. You know that your father has a financial advisor – the kind that sits behind a big desk in a fancy office that instantly makes you...
Passive, active or hybrid investing?Manage risk vs. simple rebalancingLow cost AND value Today, passive investing has become so commonplace that many startup investment firms are basing their entire business model solely on this approach. However, at Altruistic...
Worried about market volatility? Rightfully so. The stock market in 2017 experienced historically low price movements. While this was encouraging from an economic standpoint, it also has the potential to breed complacency and lead investors into the trap of excess...
First real volatility in over a year and the markets seem to be in a tailspin. The sense of dread that gripped equity markets earlier in the week suddenly re-emerged mid-Thursday as the Dow slid over 1,000 points on concern that rising interest rates will drag down...
In the current investing landscape individuals do not have many choices when it comes to saving for life goals and more importantly how their funds are invested. The big players in the industry may slice and dice the pie chart a little bit differently, but by and...
Investors are under a constant barrage of information that could be a real threat to their portfolio but most likely the information is published with a different agenda. Simply put, click bait. This click bait, or “noise” can cause negative...
We have a vision at Bauer Wealth Management to give our investors what they deserve. Something better than traditional Wall Street has to offer, and don’t worry; we’re not setting the bar that low. Your investing experience should be easy and give you the opportunity...
April saw markets soar to new highs with the S&P 500 and the Nasdaq making the concerns over a recession following the inversion of the yield curve seem like a distant memory. More impressive than the rebound in equity prices, the forecast for Q1 GDP growth has...
It is hard for investors to separate actual from perceived threats to the market and their portfolios. Whether there is an issue with President Trump, North Korea, trade negotiations or some other risk, investors often find themselves hit with market gyrations over...
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