Economic Commentary

2014 – Interview with SeekingAlpha.com

This is the fourth piece in Seeking Alpha's Positioning for 2014 series. This year we have once again asked experts on a range of different asset classes and investing strategies to offer their vision for the coming year and beyond. As always, the focus is on an overall approach to portfolio construction.
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2013 in Review

The US stock market produced a record year in terms of performance, increasing over 34%. This was all despite some market headlines that seemed to be doom and gloom. The key events were as follows: Looking back at 2013 through key market indicators we see that there was relatively low volatility in 2013, a continued improvement in the housing market, very low inflation, and continued steady economic recovery. Corporate debt levels continued to decrease, consumer spending was up and the unemployment rate continued to show […]
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S&P: Romney Vs Obama Win

Standard and Poors recently released a white paper titled “Election 2012: A Time of Polarizing Politics & Heightened Uncertainty” by David B Mazza, head of ETF Investment Strategy, Americas. This paper does a great job of explaining how portfolios could be tweaked based upon who wins the White House. This is a question that we often get here at Wiser. Markets will adjust either way but there are some consequences to either side taking control. Click HERE to view the PDF. .
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Wiser Third Quarter Newsletter

Click here for the Wiser Wealth Quarter III 2011 client newsletter.     
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8/10/2011 Market Update

Stocks are overreacting to the unfortunate confluence of events: the downgrade of U.S. government bonds, some weaker than expected economic data, and the troublesome but manageable U.S. fiscal position. Along with sovereign debt issues threatening Europe, these factors turned market sentiment ugly.
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Letter to Clients – US Downgrade/Global Debt

No one likes to lose, especially money, even if it is just on paper. In times such as these, investor behavior is more important that asset allocation.
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Letter to Clients – Global Debt Crisis

The last few days have been very volatile ones for the global stock markets. The headlines of a Greek debt default and the US August 2 debt limit increase deadline are contributing to the uncertainty in the market.
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Egypt – A Better Understanding

"The problem with freedom and democracy in the Muslim world is that it is a figment of the imagination that only exists in the minds of Condoleezza Rice and Hillary Clinton."
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How Poor Investments Happen

Investors tend to do poorly when they react to what the market does instead of preparing for what may happen and taking advantage of long-term forecasts. With a reactionary attitude, investors will rarely do well.
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2nd Quarter Market Landscape

First-quarter gains have taken a huge hit against large declines in the second quarter. According to Morningstar’s ‘super sectors’ reports, Information is down 10.46%, Service 12.23%, and Manufacturing 10.92%. Some market data would suggest that an underlying cause of these losses is uncertainty in the market.
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Recent Tweets

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- Monday Oct 20 - 11:00pm

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Corporate earnings remain strong. This is good for buy and hold investors.
- Wednesday Oct 15 - 10:06pm