Since 1973, Cumberland Advisors has been a trusted source for market expertise, personal service, and individual and institutional money management. We are an independent, fee-for-service money management firm managing over $3 billion in assets.
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. Can’t get enough of Matt? Listen to him during […]
Cumberland’s Kotok Sees a Need to Expand Uncertainty Premium Bloomberg Daybreak: Americas January 29th, 2019, 8:56 AM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, discusses the issues to watch for in the current earnings season. He speaks on “Bloomberg Daybreak: Americas.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: […]
Excerpt from… Deals pour in to slightly firmer market By Aaron Weitzman Christine Albano Published January 15 2019, 1:50pm EST New deals were rolling in, with timing benefiting issuers as the market firmed. Strong demand will likely lead to oversubscriptions on the Pennsylvania Housing Finance Authority deal after a significant portion of the longer maturities […]
Excerpt from… Climate change, a rising tide affecting the muni market By Sarah Wynn Published January 08 2019, 12:45pm EST WASHINGTON — Portfolio managers are feeling the heat when it comes to investing in bonds that could potentially be affected by climate change. Climate change has long been a point of political and social contention, […]
How Trump’s trade war is unraveling the Trump rally Excerpts below. By Matt Egan, CNN BusinessThursday, January 3rd 2019, 9:39 AM HSTUpdated: Thursday, January 3rd 2019, 9:54 AM HST Evidence is mounting that the US-China trade war is dealing a blow to the American stock market. Stocks plunged on Thursday after Apple (AAPL) blamed a […]
Herein, with the help of historians, university professors and Cumberland Advisors, a sampling of market sentiment from presidents past: Jimmy Carter President Carter, who was in office from 1977 to 1981, “spread gloom and doom” about the energy crisis that engulfed the nation at the time, said Schmidt. The crisis saw oil prices jump roughly […]
Health-Care Sector Favored, Cumberland Advisors CIO Says Bloomberg Daybreak: Australia December 26th, 2018, 6:31 PM EST David Kotok, chairman and chief investment officer at Cumberland Advisors, talks about his investment strategy for exchange-traded funds. He speaks with Paul Allen and Kathleen Hays on “Bloomberg Daybreak: Australia.” (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: […]
Investors including Cumberland Advisors Chief Investment Officer David Kotok and Port Shelter Investment Management CEO Richard Harris assess yesterday’s rally in U.S. equities, the biggest since 2009. (Source: Bloomberg) Watch on Bloomberg’s site or embedded below: https://www.bloomberg.com/news/videos/2018-12-27/investors-react-to-biggest-u-s-stocks-rally-since-2009-video Links to other websites or electronic media controlled or offered by Third-Parties (non-affiliates of Cumberland Advisors) are provided […]
Excerpt from Sarasota analysts surveying stock-market damage By John Hielscher Posted Dec 18, 2018 at 5:05 PM But while stocks look like they are stumbling to their first yearly loss since 2015, a number of experts are forecasting modestly better returns in the coming year. A solid allocation plan should ease investors look through the […]
David Kotok, chairman and chief investment officer at Cumberland Advisors, examines U.S. housing starts for October. He speaks on “Bloomberg Daybreak: Americas.”
