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Altrius Capital Blog

08 Feb 2018

Rise of the Machines – And How to Beat Them

Posted by James Russo

Today's 1000+ point plunge for the Dow Jones Industrial Average can be attributed primarily to algorithmic, programmed trading. In an absence of any particular news during a trading day, the massive selling (or buying) that occurs during the opening or final hour of a trading day illustrates that a good deal of selling is occurring because of broken technical market levels which triggers further selling and a negative feedback loop. In addition, the massive rise of passive investing in indexes - which are laden with overvalued growth stocks unlike the reasonably priced value-based, dividend stocks we own - is major contributor to the recent sell-off as valuations come back down to earth for such overpriced companies.

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Topics: Dividends, market fluctuations, Financial Advice, Advice

27 Jun 2016

Brexit Schmexit

Posted by James Russo
By now, you’ve probably read numerous articles explaining what Brexit means for you, the economy and your portfolio.  Though plenty of pundits will claim to know what it means, the truth is that no one knows for certain how the economy and investors will react in the short term. Though the event is primarily political in nature, it will have economic ramifications based on the emotional impact which may have an effect on spending and growth particularly in Europe.
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Topics: Advice, Long Term Investment, Financial Advice

28 Dec 2015

Bond Funds versus Individual Bonds

Posted by James Russo

I recently received a letter from a client inquiring about the bond funds and individual bonds:

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Topics: Wealth Management, Financial Advice, Mutual Funds