Cumberland Advisors Week in Review (Mar 25, 2019 – Mar 29, 2019)

Author: Cumberland Advisors, Post Date: March 30, 2019
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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.

Week In Review

MATT MCALEER’S WEEKLY RECAP

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.

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Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.
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