The Cumberland Advisors Week in Review is a recap of news, commentary, and opinion from our team. These are not revised assessments, and circumstances may have changed in the market from the time of original publication. We also include older commentaries that our editors have determined may be of interest to our audience. Your feedback is always welcome.
As part of Cumberland Advisors’ continuous effort to maintain strong customer relationships, we offer this week’s short video discussing current market conditions and how we are positioning portfolios.
Big Shakeup in the fixed income market. What did Matt see in Utilities? We talk about how was John actively managing our bond portfolio. John gives his thoughts on inflation, what it means for an active portfolio manager, where to be positioned, and thoughts on raising cash for opportunities. Are taxes at play in the bond market’s moves? Will there be shakeout relating to high-tax states? How about the inverted yield curve? John weighs in.
For our local clients, friends, and fellow advisors, on April 11, 2019, Cumberland Advisors’ holds the event, Financial Literacy Day III: An Update on Financial Markets and the Economy. It’s open to the public and we really enjoy this opportunity to connect with so many of you that live and work near us in Sarasota, Fla. Folks in the financial advisor community are eligible for CEUs. See specific topics and the scheduled agenda at this link or in the section below: http://USFSM.edu/FinancialLiteracy
See the rest of this Week in Review (Mar 25, 2019 – Mar 29, 2019) on our Week in Review Email Archive Page.