Big Moves for a Forgotten & Unloved Asset Class

By Avalon Team | December 9, 2022 |

Have individual investors forgotten there is more than one asset class? It sure feels that way, because lately, all the excitement seems to be about one asset class – stocks. I get it, stocks have had an incredible rally coming off their October 2022 lows. But I’m not focusing on stocks today. There’s another asset…

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What January Means for the Rest of 2022

By Avalon Team | February 1, 2022

Rather than guess at what might be happening in Global markets, let’s focus on what is happening – and ADAPT our portfolios accordingly.  So, what do we know for sure today?  We know January is in the books and it will go down as one of the more volatile beginnings to a year in recent…

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MARKETS IN TURMOIL

By Avalon Team | January 24, 2022

You fell for it didn’t you? The scary headline… works every time.  I wrote that headline to save you the trouble of turning on your TV or following your favorite fear-monger. You’re welcome. Let me sum it up for you – the bulls are currently in trouble. There’s not a lot to be optimistic about…

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It’s All Bullish for Energy and Financials

By Avalon Team | January 20, 2022

One of the most important themes these days is the rotation between growth and value stocks.  To be clear, we’re not seeing a rotation out of stocks into risk-off alternatives, we’re seeing a rotation within the equity market. Groups like Energy and Financials have been breaking to new highs while growth and Tech indexes have…

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Is Your Portfolio Ready for Higher Rates?

By Avalon Team | January 10, 2022

A lot of investors out there are in for a nasty surprise this year – especially index investors. Allow me to explain… 2022 is not 2019. It’s also nothing like 2020.  This is a different environment and investors who hope to profit and outperform the market need to recognize and adapt to major shifts, particularly…

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