DJIA

October 2020 Market Insights: The Wild, Wild, West

October 2020 Market Insights:st   David Zarling, Head of Investment Strategy & Research at Client First Tax and Wealth Advisors, presents "The Wild, Wild, West". In this video, David discusses what insight can US markets give us regarding the election, sectors we should be looking at for clues on the market’s next move, how volatility [...]

By |2021-03-07T18:02:00+00:00October 30th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on October 2020 Market Insights: The Wild, Wild, West

Adaptiv Market Update: Short Term Market Correction or Something More?

Summary Major US indices are below important price levels, for now August market gains have been erased in September Large Cap and Tech stocks have lead the market lower during September The Russell 2000 remains the biggest headwind Precious Metals continue to consolidate along with the dollar Detail After a very smooth and successful [...]

By |2021-03-07T18:02:01+00:00September 23rd, 2020|Blog, Dow Jones, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Adaptiv Market Update: Short Term Market Correction or Something More?

July 2020 Market Insights: Pandemics, Panics, Protests, Politics, & Portfolios

David Zarling, Head of Investment Strategy & Research at Client First Tax and Wealth Advisors, presents "Pandemics, Panics, Protests, Politics, and Portfolios". In this video, David discusses if the COVID correction is over, how the Adaptiv System™ is used to game-plan for different environments, what the major (math) problem is with buy and hold [...]

By |2021-03-07T18:02:01+00:00August 7th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on July 2020 Market Insights: Pandemics, Panics, Protests, Politics, & Portfolios

Adaptiv Market Update: Near-Term Weakness or Something More?

Summary Last week was the first sign of potential weakness for stocks since April, but there must be follow-through price action to confirm this. Rotation between the Nasdaq 100 (Growth) and the Russell 2000 (Value) continues to be a back-and-forth battle for sustained leadership. Noise over who/what is driving stock prices higher is just [...]

By |2021-03-07T18:02:02+00:00June 15th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Adaptiv Market Update: Near-Term Weakness or Something More?

Adaptiv Market Update: Price Points To Important Market Juncture

Summary After a strong rally in April, stocks are trying to consolidate and digest gains. Confirming breadth measurements are still needed to sustain this rally. Bearish sentiment from both retail and institutional investors remains high. As communicated in our most recent video and podcasts, a game plan is in place to increase or decrease [...]

By |2021-03-07T18:02:02+00:00May 19th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Adaptiv Market Update: Price Points To Important Market Juncture

Is Your Portfolio Panic Proof?

Dear Friend, The stock market just recorded the fastest -30% correction in history. By using the Adaptiv System to pre-identify when and where the risk of further downside increases, our clients were able to side-step the majority of this pandemic panic. During mid-to-late February, we were taking aggressive action to protect client accounts. While many [...]

By |2021-03-07T18:02:03+00:00April 24th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Is Your Portfolio Panic Proof?

Adaptiv Market Update: Historic Markets Require Discipline

Summary Historic market volatility continues, with the fastest -30% correction since 1929. The Adaptiv System has allowed us to cushion your account from this selling pressure. As Coronavirus takes its toll, the Federal Reserve and Washington DC are implementing special measures in an attempt to help the US stock market and economy. The news [...]

By |2021-03-07T18:02:05+00:00March 24th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Adaptiv Market Update: Historic Markets Require Discipline

Adjusting the Sails: January 2020 Market Insights

Dear Friend, We cannot control markets any more than a sailor can control the seas. A sailor may desire calm seas much like investors may prefer calm markets. However, without wind, a sailor is stranded and without volatility, so is the investor. Accordingly, sailors embrace the turbulence because it is the same force by which [...]

By |2020-02-22T22:07:14+00:00January 29th, 2020|Blog, Dow Jones, Equities, ETF, Financial, Governments, Healthcare, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on Adjusting the Sails: January 2020 Market Insights

500 Days to Nowhere: Q3 2019 Market Insights

Dear Friend, Most of us have been on them. Some of us enjoy them. Some of us are afraid of them. They go everywhere, but nowhere, at the same time. You thought I was talking about the stock market? I was talking about roller coasters. Not unlike the well-known amusement park ride, the markets carry [...]

By |2020-02-22T22:07:15+00:00October 28th, 2019|Blog, Dow Jones, ETF, Financial, International, Investments, Retirement, S&P 500, Security, Stocks|Comments Off on 500 Days to Nowhere: Q3 2019 Market Insights

AutoPilot Can Be A Good Thing, But It’s Certainly Not The Only Thing

Dear Friend, The date is October 28, 2018. It’s the day before the fatal crash of Lion Air Flight 610 near Jakarta, Indonesia. News outlets did not give it much coverage, but it’s an important day in the ongoing investigation into the flight problems with the now infamous Boeing 737 Max 8 aircraft. We don’t [...]

By |2020-02-22T22:07:16+00:00April 29th, 2019|Blog, Equities, Financial|Comments Off on AutoPilot Can Be A Good Thing, But It’s Certainly Not The Only Thing
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