Skip to main content

  • What We Do
  • the Optimal Difference
  • Insights
    • JBlog
    • Advisor resources
    • Client content services
  • About
    • Are We Right for You
    • What We Believe
    • Events
  • Contact

 

 

Advisor Login

 

ibd_logo.png

download.png

barrons-logo.jpg​

 

    You are here

  1. Home
  2. markets

markets

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
  • Read more

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
  • Read more

Get Used to Bond Market Tantrums

Submitted by Optimal Advisor Solutions on July 19th, 2017

Interesting insights into monetary policy reversals and related market affects..."the Bond markets aren't happy."  **JB*

Read the Bloomberg article here

 

 

Tags:
  • bonds
  • markets
  • monetary policy
  • portfolio diversification

Categories

  • active (1)
  • asset allocation (3)
  • bear (1)
  • bear market (2)
  • behavioral economics (1)
  • beta (1)
  • bitcoin (2)
  • bonds (6)
  • bubble (3)
  • bull (1)
  • bull market (1)
  • capital (1)
  • China (1)
  • compounding (1)
  • credit market (1)
  • currencies (1)
  • digital (1)
  • dividend (2)
  • dividend growth (1)
  • economics (1)
  • economy (2)
  • endowment (1)
  • equity (1)
  • ETF (4)
  • Fed (1)
  • Fed, interest rates (2)
  • Federal Reserve (1)
  • financial advisor (1)
  • fixed assets (1)
  • fixed income (1)
  • GDP (1)
  • global markets (1)
  • growth (1)
  • human nature (1)
  • interest rates (1)
  • investing (1)
  • investment (1)
  • investments (1)
  • investor (1)
  • investor behavior (1)
  • investor sentiment (1)
  • irrational (1)
  • late stage (1)
  • manager (1)
  • market (1)
  • markets (3)
  • monetary policy (3)
  • negative yielding (1)
  • passive (1)
  • portfolio diversification (1)
  • private equity (1)
  • rally (1)
  • risk (1)
  • Shiller (1)
  • stock market (1)
  • stock valuations (1)
  • stocks (1)
  • total return (1)
  • trading (1)
  • treasury (1)
  • value (1)
  • volatility (1)
  • yield curve (1)

Book a Meeting

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 12935 SW Bayshore Drive Suite 305 , Traverse City, Michigan 49684 United States
  • Phone: 231-933-4677
  • Email: tommylee@optimalcapital.com

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

© 2021 Optimal Advisor Solutions. All rights reserved.

Website Design For Financial Services Professionals