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Altrius Capital Blog

12 Jul 2020

Avoiding the FAAT MAN

Posted by James Russo

Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook, Amazon, Alphabet (Google), Tesla, Microsoft, Apple and Netflix. These companies have experienced exceptional returns in recent years and subsequently carry very high valuations. As of this writing, the tech behemoths have a larger market capitalization than fifty-five of the remarkable global brands which we currently own.

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Topics: FAAT MAN, facebook, amazon, tesla, apple, microsoft, investment strategies, money managers' portfolios, aphabet, netflix

03 Apr 2020

Is America Going Broke?

Posted by James Russo

Though few believe government shouldn't be helping its citizens and the economy during this crisis, some of our clients have expressed concerns about our rising national debt. Below is the emailed question and my answer concerning his debt question.

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Topics: capitalist economy, gdp growth, investment bonds, insurance companies, investments companies

11 Mar 2020

Robert D'Angelo on Market Selloff and Your Financial Plan

The past couple of weeks have been a wild ride. There is fear out there; people are starting to feel sick. If this person is you - it is OK to feel that way. This is what comes with volatility and massive sell-offs. We've been through these times before and none of them have felt good. Naturally clients will ask - what do we do? Here are some of my personal takes on the market and current environment to address that question:

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Topics: stock price, situation meaning, market volatility, economic recession, bank bonds, stock market volatility

27 Jan 2020

Coronavirus - What Does It Mean For Our Portfolio?

Posted by James Russo

With the coronavirus spreading panic and a market selloff over the last week, some are wondering how we should position our portfolios in light of a potential epidemic. As is usual under such circumstances, I prefer to take an historical perspective. Though history doesn't repeat itself, it certainly does rhyme and may give us a sound guide of how to proceed going forward. As such, I've attached a chart below which illustrates how the market has responded during the onset of other infectious diseases including SARS, Ebola and Avian Flu among others. Though such epidemics may certainly have an impact on the broader economy and market over the short term, you'll notice that over longer periods of time, the stock market has been "immune" to broader damaging effects.

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Topics: Dividends, valuation, market, clients, investments, earnings, fund, trust, income, stock

24 Dec 2019

The SECURE Act: What it Means for Your Retirement

In the final days leading up to Christmas, while most of us have been buying presents, baking cookies, and mentally preparing to spend time with our in-laws, Congress has been busy. The recent passage of the SECURE Act has some major implications for retirement and financial planning. We've included some of the most important changes below. Should you have any questions or concerns, please do not hesitate to reach out to us.

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Topics: ira, tax, beneficiary, amount, distributions, withdrawals, disaster, limit, lifetime, pay

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