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Planning your Estate

Submitted by Optimal Advisor Solutions on May 30th, 2018

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions your family will face are dire if you delay preparing for the unforeseen curveballs that life throws our way.

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"Bottom of the ninth" says strategist who called this year's rally

Submitted by Optimal Advisor Solutions on November 16th, 2017

History has demonstrated reversion to the mean.  **JB**

A recession is inevitable, according to Joe Zidle, of Richard Bernstein Advisors, as the yield curve eventually inverts and stocks cool.

A Wall Street portfolio strategist who urged investors to believe the rally is now predicting the bull market's eventual demise — and it has nothing to do with Washington politics.

Tags:
  • bull market
  • late stage
  • monetary policy
  • rally
  • yield curve
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Market optimism hits Black Monday-level peak

Submitted by Optimal Advisor Solutions on November 8th, 2017

Another data point that Advisors should be having downside risk conversations with their clients.  **JB**

  • The spread between bulls and bears hasn't been this high since early 1987, shortly before the Black Monday market crash, according to the latest Investors Intelligence reading.
  • Bulls in this week's survey totaled 63.5 percent against just 14.4 percent for bears. A spread above 30 points signals "elevated risk" while 40 points calls for "defensive measures."

The roaring stock market has professional investors riding high, so much so that it's rekindling memories of the 1987 crash.

Tags:
  • bear market
  • bubble
  • bull
  • investor sentiment
  • risk
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Capital Markets Review for Financial Advisors

Submitted by Optimal Advisor Solutions on October 24th, 2017

Many Financial Advisors are looked to by their clients to explain market conditions.  Here is a slideshare that may be useful to distill into a high level explanation to your clients.

see slideshare now

 

Tags:
  • capital
  • economy
  • equity
  • financial advisor
  • fixed income
  • markets
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Bitcoin not Biggest Bubble

Submitted by Optimal Advisor Solutions on October 20th, 2017

Note the insightful comment on checking out from "Hotel Easy Money".  **JB**

For all the hype about bitcoin, far more investors are exposed to an $8 trillion bubble in financial markets.

It's all the government and corporate bonds that still have negative yields eight years after the financial crisis, according to Torsten Sløk, the chief international economist at Deutsche Bank.

This is not normal, and it is a legacy of the amount of stimulus that global central banks had to pump into their economies after the recession, partly by buying massive amounts of government bonds. Investors bought these bonds for their perceived safety and because some institutions like banks were required to.

Tags:
  • bitcoin
  • bonds
  • bubble
  • Federal Reserve
  • negative yielding
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China GDP growth slows in third quarter

Submitted by Optimal Advisor Solutions on October 19th, 2017

China's growth numbers came in essentially as expected with fixed government investment being pulled back, offset by stronger retail and business investment - which is good.  The big event to watch is the party conference coming up.  China's current leadership is expected to consolidate authority.  **JB**

BEIJING--China's economy slowed in the third quarter of the year, as Beijing's efforts to cut debt levels and curb property speculation started to eat into overall growth.

China's gross domestic product expanded by 6.8% in the July-September period from a year earlier, decelerating from a 6.9% gain in the first half of the year, the National Bureau of Statistics said Thursday. The figure matched a forecast by economists polled by The Wall Street Journal.

Tags:
  • China
  • economy
  • fixed assets
  • GDP
  • growth
  • monetary policy
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Nobel in Economics Is Awarded to Richard Thaler

Submitted by Optimal Advisor Solutions on October 12th, 2017

Professor Thaler 's prestigious award aligns with our experiences with investors.  We deliver disciplined, endowment-style investment strategies precisely because of investor's innate behavioral tendencies he identified.  **JB**

By BINYAMIN APPELBAUM

OCT. 9, 2017

Tags:
  • behavioral economics
  • economics
  • human nature
  • investor
  • investor behavior
  • irrational
  • markets
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ETFs For Rising Rates

Submitted by Optimal Advisor Solutions on September 27th, 2017

Optimal Capital's CIO Jay Batcha provides insights in ETF.com

There’s a bull in the bond market—and it’s bad for investors.

At least, it’s bad for investors who depend on bonds for income. As bond prices rise, their yields inherently fall, meaning interest payments to bondholders get smaller and smaller.

Tags:
  • bonds
  • ETF
  • Fed
  • interest rates
  • treasury
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The Coming Bear Market?

Submitted by Optimal Advisor Solutions on September 25th, 2017

This is the best analysis I've read on validity and usefulness of CAPE  **JB**

Sep 21, 2017 ROBERT J. SHILLER

The US stock market today looks a lot like it did at the peak before all 13 previous price collapses. That doesn't mean that a bear market is imminent, but it does amount to a stark warning against complacency.

NEW HAVEN – The US stock market today is characterized by a seemingly unusual combination of very high valuations, following a period of strong earnings growth, and very low volatility. What do these ostensibly conflicting messages imply about the likelihood that the United States is headed toward a bear market?

Tags:
  • bear
  • bear market
  • Shiller
  • stock market
  • stock valuations
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This Will Make You Rethink Your Dividend Investing Strategy

Submitted by Optimal Advisor Solutions on September 22nd, 2017

Insightful commentary on dividend investing.  **JB**

By Eric Ervin, CEO Reality Shares

Much has been written about the importance of dividends in investing, and dividends have historically been a significant contributor to total return. As the following chart shows, nearly 40% of the total return of the S&P 500 can be attributed to reinvested dividends and the power of compounding.

 

The power of dividends and compounding

Dec. 1994 through Sep. 2015. Source: Bloomberg. Past performance does not guarantee future results.

Tags:
  • compounding
  • dividend
  • dividend growth
  • ETF
  • investment
  • investments
  • total return
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Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

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