What’s Up with the Market – November 2018

What’s Up with the Market – November 2018

It’s Time to Respect Risk Again Since we left off last month, the market is still going through a “tantrum” as it adjusts to higher interest rates. During this time, investors have been harshly reminded that stocks do have risk involved after years of running...
What’s Up with the Market – October 2018

What’s Up with the Market – October 2018

The Tantrum is Upon Us For anyone who has been keeping up with the market lately, this recent sharp sell-off is simply the “tantrum” we have been waiting on for a while. Over the last few months, I have referenced this multiple times and this type of price action was...
What’s Up with the Market – September 2018

What’s Up with the Market – September 2018

August Newsletter Recap: Last month, we left off with the market putting in support and showing signs of a breakout to the upside. I said “for this rally to continue and this breakout to prove warranted, I would like to see a rotation from these high flying technology...
Where is Your Money Invested?

Where is Your Money Invested?

You’ve already decided to invest — for your retirement, your future, to turn your money into more money — and you sit down with a financial advisor. Together you talk about risk tolerance, goals and projected returns, and you commit to an investment strategy. You...
Spector™ Spotlight: Backing B’ham

Spector™ Spotlight: Backing B’ham

Why Invest in Birmingham? With the recent purchase of Energen by Diamondback Resources for $8.2 billion, it seemed like a perfect time to put the spotlight on one of my favorite Spector™ funds, “Backing B’ham.” At DreamWork, it’s all about giving our clients what they...

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