Matt McAleer “On Investing In International Equities” interview with TD Ameritrade 2019-09-26

Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, September 26th, to discuss investing in international equities.

View the interview here: https://tdameritradenetwork.com

Matt McAleer On Investing In International Equities

You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.




Sarasota-Manatee experts: Where you should be financially by age 40

Excerpt from the Sarasota Herald Tribune

Sarasota-Manatee experts: Where you should be financially by age 40
07/16/2019 by Dale White

CA-Matthew-C-McAleer

Financial advisers offer tips for Generation X.

Known as Generation X, individuals in their late 30s to early 50s are at a stage in life in which they may have to care for others more than themselves. They could have a child in or about to enter college. They may have an aging parent who requires time and attention.

Their own financial security can be easily postponed. Yet should it be, especially if they want to build a nest egg over several decades that could secure them a comfortable retirement?

The Herald-Tribune asked Evan Guido of Aksala Wealth Advisors, Matthew McAleer of Cumberland Advisors and Micah Keel of oXYGen Financial to share what recommendations they would give a 40-year-old individual or couple regarding their current and future investment plans.
 

Questions asked:

  • -What should an individual or a married couple do by the age of 40 in terms of saving and investing if that person or couple wants a comfortable retirement at age 65?
  • –If a 40-year-old has not prudently invested during his or her adult years so far, should that person invest aggressively in an effort to make up for lost time?
  • How can the 40-year-old prioritize saving for his or her future when at an age when one or more children may need help with college tuition, or an elderly parent may need assistance with medical or other expenses?
  • -How should that 40-year-old’s investment portfolio change over the course of the next 25 years?

Read the full article to see Matt’s answers as well as others at the Sarasota Herald-Tribune




Children First

Since the ’08-’09 financial crisis, it has been astounding to watch as investment pours into Florida’s Sarasota-Manatee region. Construction cranes dot the skyline, new housing developments expand beyond the interstate while regional unemployment remains at historic lows.

But the increase in economic activity on the Gulf Coast has not necessarily translated into larger paychecks or brighter futures for thousands of the area’s working families. Sarasota newspaper, The Herald Tribune, reported that, “As of mid-October last year, 47% of students in Sarasota County school district were on a free or reduced lunch plan. In 2017 that number was 54%.” Of the 40,000+ students in Sarasota County schools, 20,000 come from families who are unable to afford a few dollars per day for lunch. Confirming this dynamic is the United Way of Florida’s 2018 ALICE Report: 43% of families in the Central West Coast of Florida region are what the United Way calls– Asset Limited, Income Constrained, Employed who do not earn enough to cover the basic necessities of life—housing, childcare, transportation, food, necessary technology.

Fortunately, organizations like Children First are working tirelessly to deploy a two-generational approach to ensure families with children from six weeks old to five years are positioned for success.

Children First

Last week, Matt McAleer, Executive Vice President & Director of Equity Strategies and Gabriel Hament, Investment Advisor Representative specializing in Charitable Accounts, Foundations and Private Individuals had the opportunity to visit the Sarasota, Florida Children First campus on North Orange Ave and learn more about the life-changing work taking place at the organization. Every child at Children First benefits from year-round early childhood education, structured play and two nutritious meals per day. Each parent is assigned a Family Advocate to assist with familial dynamics, employment, money management and parenting strategies—all to encourage a home environment conducive to self sufficiency and long-term financial sustainability. A few statistics:

• While 700 children are served every year at Children First, over 160 children are currently on a wait list.
• In the 2018/2019 school year 171,936 meals and snacks were served. This accounted for over 50% of each child’s weekly nutrition.
• 72% of Children First parents are working or going to school.
• 8% of Children First families are homeless.

We encourage you to learn more about Children First by watching a short video here or visiting their website at https://www.childrenfirst.net/about-us/. For assistance with facilitating a contribution from your donor-advised fund, please contact Gabriel Hament at (800) 257-7013.

“When a family walks in the door for the first time it’s very exciting because it’s the beginning of a new chapter in the story of their lives.” –Kwame Alexander, Family Advocate

Gabriel Hament
Investment Advisor Representative
Foundations, Charitable Accounts & Private Individuals
Cumberland Advisors


Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided only as a reference and courtesy to our users. Cumberland Advisors has no control over such websites, does not recommend or endorse any opinions, ideas, products, information, or content of such sites, and makes no warranties as to the accuracy, completeness, reliability or suitability of their content. Cumberland Advisors hereby disclaims liability for any information, materials, products or services posted or offered at any of the Third-Party websites. The Third-Party may have a privacy and/or security policy different from that of Cumberland Advisors. Therefore, please refer to the specific privacy and security policies of the Third-Party when accessing their websites.

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Cumberland Advisors Week in Review (May 13, 2019 – May 17, 2019)

Cumberland Advisors Week in Review (May 13, 2019 – May 17, 2019)
May 18, 2019

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 may also include older commentaries that our editors have determined to be of interest to our audience. Your feedback is always welcome.

 

MATT MCALEER’S WEEKLY RECAP

The markets are two sided and you can approach them from a half-glass-full or a half-glass-empty perspective. In this week’s video, we talk about:

  • What we really dislike
  • What’s positive
  • What we’re keeping an eye on
  • Cash levels
  • We hate being late!
  • What we’re purchasing
  • What we’ll look to do in a pullback
  • Software
  • Liquidity is king

And Matt McAleer tops it off with some “horse” talk and a nod to what John Mousseau and he likes.

Watch below or at this link: YouTube


LATEST MARKET COMMENTARY

Tariffs – Macroeconomic Versus Microeconomic Effects: In the Long Run We Are All Dead

Robert Eisenbeis, Ph.D. 05/17/2019

Robert Brusca Ph.D. on Tariffs, Trade, and the Fed

Robert Brusca, Ph.D. 05/14/2019

White House Considers Economist Judy Shelton for Fed Board

David R. Kotok 05/13/2019

Hope Is Not a Strategy

Robert Eisenbeis, Ph.D. 05/07/2019

Brexit Deadlock and Investor Uncertainty

William Witherell, Ph.D. 05/06/2019

Q1 2019 Credit Commentary

Patricia Healy, CFA 05/03/2019

Sign up or see more Market Commentary


IN THE NEWS

Bloomberg – Trade War’s Hammerlock on Bond Market Puts Lower Yields in Sight

Quoted: David R. Kotok 05/18/2019

CNN Business – Why the US-China trade war won’t last

Quoted: David R. Kotok 05/14/2019

POLITICO – Markets freak (a little)

Quoted: David R. Kotok 05/08/2019

Bloomberg Radio – Bloomberg Daybreak Asia: Wear a Helmet When Doing Falconry With These Hawks (Radio)

Quoted: David R. Kotok 05/06/2019

Bloomberg Radio – The Fed Decides (Radio Podcast): Bob Eisenbeis on Bloomberg Markets

Quoted: Robert Eisenbeis, Ph.D. 05/02/2019

WisdomTree – A Unique Lens on Risk Management

Quoted: Matt McAleer 05/01/2019


Join John Mousseau, Matt McAleer, & David Kotok for interviews this past week.

Cumberland Advisors Recent TV Appearances

LOCALLY

Gabriel Hament pictured here with Donna Maytham
Gabriel Hament pictured here with Donna Maytham, Fine Arts Society President

 

This week, Gabriel Hament, Investment Advisor Representative specializing in Foundations, Charitable Accounts & Private Individuals, attended and participated in the Fine Arts Society of Sarasota’s 2019 Scholarship Awards Luncheon at the Bird Key Yacht Club. Audience members were treated to live violin, piano and trumpet performances by scholarship recipients. Young artists studying graphic design, painting and illustration presented their latest works. Over $46,000 in scholarships were awarded to 12 high school and college students pursuing degrees in music, dance and art and design. Locally, students from Booker High School, Pine View, Sarasota High School and Ringling College of Art and Design were well-represented and recognized for their achievements. The Fine Arts Society of Sarasota has given more than $1 million in grants and scholarships in support of our local art community. To learn more about the good work of the Fine Arts Society of Sarasota, please visit www.fineartsrq.com.

ADDITIONAL RESOURCES

Lessons from Thucydides

David R. Kotok has written the monograph pamphlet, “Lessons from Thucydides” detailing information asymmetries and their implications for investors and world affairs. The concept of a Thucydides Trap and its rise and avoidability (or lack thereof) is often debated and David makes a case for dealing with them weaving current and historical events into a comprehensive narrative.

Thucydides-Trap

This free monograph also has lessons for President Donald Trump’s trade policy. Can the United States avoid a Thucydides Trap with China & Xi Jinping? Will you benefit from the Lessons of Thucydides or fall victim to a Thucydides Trap? If information is key, you now have a handbook at your fingertips. Download a copy of this monograph in either PDF (free) or Kindle ($.99) format. https://www.cumber.com/thucydides/




Matt McAleer talks Markets with Oliver Renick on TD Ameritrade 2019-05-13

Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network, May 13th, to discuss financial markets with Oliver Renick.

Matt McAleer talks Markets with Oliver Renick on TD Ameritrade 2019-05-13

View the discussion here: https://tdameritradenetwork.com

You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.




A Unique Lens on Risk Management

May 1, 2019 – Jeremy Schwartz and Liqian Ren from WisdomTree Funds hosted an investment strategy discussion that covered factor investing, U.S. sector trades and the global outlook with Matt McAleer, Director of Equity Strategies at Cumberland Advisors.

Matt McAleer, Director of Equity Strategies at Cumberland Advisors

Read about or listen to their discussion here: https://www.wisdomtree.com




Cumberland Advisors Week in Review (April 15, 2019 – April 18, 2019)

Week In Review
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.

MATT MCALEER’S WEEKLY RECAP

Short week. The equity and bond markets were closed on Friday. We talk about some of John Mousseau’s strategies in the bond market and we plan to get John on camera next week to talk about interest rates and munis. On the equity side, a fairly benign week outside of healthcare. We recall some of the atmosphere from 2016 when healthcare costs were top of mind for politicians and the news cycle. Headline risk creeps in on medical which includes medical device companies and biotech and we take a moment to explain.


April is Financial Literacy Month and Cumberland Advisors just held the event, “Financial Markets and the Economy: Financial Literacy Day III” with our partners at the University of South Florida Sarasota-Manatee. Take an opportunity to check out our YouTube channel and take advantage of the breadth and depth of the subject matters, speakers, and panelists we’ve assembled. Gretchen Morgenson’s keynote address from the conference is up and we’ll be posting more videos over the next week or so including our talk with Susan Harper, the Consul General of Canada in Miami, Florida. www.cumber.com/youtube . In the meantime, here is a link available to the full day of talks and panels to enjoy until our video segmentation process is finished. Enjoy!

Our partners at USF Sarasota-Manatee have provided a streaming video link of Cumberland Advisors’ annual event, “Financial Markets and the Economy – Financial Literacy Day III.” It was an open forum for individual investors, state and local officials, financial institutions, pension trustees, philanthropy activists, policy makers and policy wonks – all were welcome. At Cumberland Advisors, we believe everyone benefits from increased financial education. Topics included but were not limited to philanthropy and its impact and stewardship, financial market developments, the outlook for the U.S. stock market and the world, the U.S. banking system, and the global economic outlook.

We are busy segmenting panels and talks for our YouTube Channel. Until these are produced, below is an outline of the entire day’s activities to help you navigate and select where in the hours long streaming video you’d like to watch:

FEATURED VIDEO

FINANCIAL MARKETS & THE ECONOMY Financial Literacy Day III Full Day Video Link from USFSM

Streaming Video Link

April 11, 2019

8:00 – 8:30 a.m. | Registration and Coffee

8:30 – 9:00 a.m. | Welcoming Remarks

David R. Kotok, CIO, Cumberland Advisors, GIC Board Member

Karen Holbrook, Regional Chancellor, USF Sarasota-Manatee

9:00 – 10:00 a.m. | Session I – The Stock Market

Matt McAleer, Executive VP & Director of Equity Strategies, Cumberland Advisors

Richard Hoey, Senior Economic Advisor to BNY Mellon Wealth Management

Tripp Zimmerman, Director of Research at WisdomTree Asset Management, Inc.

Moderator: Maryanne Waldman, RBC, Boston, MA

10:00 – 10:15 a.m. | Break

10:15 – 11:30 a.m. | Session II – Health Hunger and Philanthropy

Judith Monroe, President and CEO, CDC Foundation

Erin McLeod, CEO, Friendship Centers, Sarasota, FL

Lisa Marsh Ryerson, President, AARP Foundation.

Gabriel Hament, Cumberland Advisors

Moderator: Lisa Shaw, CFP, CIMA, Managing Partner, Cygnus Asset Management, LLC

11:30 a.m. – 12:00 p.m. | Special Report on the Use of the Bloomberg Terminals – Two Years Later

Paul Bova, Director of Development and/or Dr. GJ de Vreede, Dean,
University of South Florida Sarasota-Manatee College of Business

Noon – 1:00 p.m. | Lunch

1:00 – 1:15 p.m. | Report on National and International Financial Literacy on-line exams

Christine Brown, CFA Tampa Bay, Society Executive, Tampa, FL

1:15 – 2:00 p.m. | A Conversation with Canada’s Consul General in Florida

Susan Harper, Canadian Consul General in Miami, Former Economic Minister for Embassy of Canada

2:00 – 3:00 p.m. | Session III – How the World Looks to Me

Leland Miller, CEO, China Beige Book International

Paul O’Brien, Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIA.

Moderator: Alison Gardner, Senior Vice President & Financial Advisor, RBC Wealth Management

3:00 – 3:15 p.m. | Break

3:15 – 4:00 p.m. | Keynote Speaker

Gretchen Morgenson, Senior Special Writer in the Investigations unit at The Wall Street Journal

4:00 p.m. | Concluding Remarks

See and read more of this at MailChimp’s site:

https://mailchi.mp/cumber.com/cumberland-advisors-week-in-review-april-15-2019-april-18-2019




1Q2019 Review: Tactical Trend

The Tactical Trend strategy is designed to allocate capital to the strongest primary asset classes, including equities, fixed income, commodities, and cash. The strategy will always allocate to a minimum of two asset classes in an attempt to diversify risk.

CA-Matthew-C-McAleer

A solid bounce in the equity markets off the late December lows has continued through March. The initial move higher was led by small- and mid-cap stocks, but recently large-cap has rallied strongly. Over the past 12 months, growth stocks have traded with higher relative strength than value stocks. The tech-heavy Nasdaq 100 (QQQ) remains our largest broad index holding, while small-cap is represented by the S&P Small-Cap 600 Growth ETF, IJT.

Our sector and industry exposure leans on technology, with allocations to the S&P 500 Tech Index ETF, RYT, as well as to Microsoft stock. The holding in RYT is equal-weighted, which allows us to get further down into the mid-cap space and not duplicate the weightings in QQQ. The strategy has also been helped by our biotech investment. After a brutal Q4, XBI has rallied well as one of the leading sectors YTD.

After a difficult 2018, international emerging markets began to rally late in the year and bottomed ahead of domestic stocks. Our allocation to emerging markets through the IEMG ETF provides the strategy exposure to the Asian and Latin American markets. While an added dose of volatility can be present in emerging markets, it is difficult to ignore their impressive growth forecasts.

Matthew C. McAleer
Executive Vice President and Director of Equity Strategies
Email | Bio

__________________________________________________________________

Cumberland Advisors invites you to our third annual Financial Literacy Day, to be held April 11, 2019, from 8:30 AM to 4 PM at the Selby Auditorium of the University of South Florida Sarasota-Manatee.
Our focus is “Financial Markets and the Economy,” featuring:
Panels –
• The Stock Market
• Health Hunger and Philanthropy
• How the World Looks to Me – A Global Economic Outlook
Special Presentations –
• A Conversation with Susan Harper, Canada’s Consul Gen in Fla, on Trade/World Affairs
• Keynote by Gretchen Morgenson, Senior Special Writer in the Investigations Unit at The Wall Street Journal and Former Business and Financial Editor for the New York Times.
We welcome and encourage the participation of our friends, colleagues, and clients. The cost is only $50 to register, and includes coffee, pastries, catered lunch, and a light reception with Gretchen Morgenson. Please reserve your spot soon – we expect a full auditorium. Learn more: https://www.cumber.com/financial-literacy-day/



Matt McAleer talks Markets on TD Ameritrade 2019-03-14

Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network to discuss financial markets with Oliver Renick.

View the discussion here: https://tdameritradenetwork.com

You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.

Morning Trade Live_ 03_14_2019 _ TD Ameritrade Network

Can’t get enough of Matt? Listen to him during a 2018 radio discussion about Financial Literacy in advance of Cumberland Advisors’ annual event with GIC and USFSM here: Suncoast Speaks interview with John Mousseau & Matt McAleer about Financial Literacy




Matt McAleer talks Markets on TD Ameritrade

Matt McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network to discuss financial markets with Oliver Renick.

View the discussion here: https://tdameritradenetwork.com

You can watch Matt’s deliver weekly updated market commentary here on Cumberland Advisors’ YouTube Channel.

Matthew McAleer, Executive Vice President & Director of Equity Strategies for Cumberland Advisors, appears on the TD Ameritrade Network to discuss financial markets.

Can’t get enough of Matt? Listen to him during a 2018 radio discussion about Financial Literacy in advance of Cumberland Advisors’ annual event with GIC and USFSM here: Suncoast Speaks interview with John Mousseau & Matt McAleer about Financial Literacy