VARBECO Wealth Management, LLC

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Portfolio Compass | January 16, 2019

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS Expectations for solid but slower growth in the U.S. economy and corporate profits support our forecast of 8–10% returns for the S&P 500 Index in 2019*. We maintain our slight preference for value due to attractive...

Portfolio Compass | December 19, 2018

COMPASS CHANGES Downgraded small growth from neutral to negative/neutral. Downgraded small value from neutral/positive to neutral. Upgraded large growth from negative/neutral to neutral. Downgraded hedged foreign bonds from neutral to negative/neutral. INVESTMENT...

Retest | Weekly Market Commentary | December 10, 2018

KEY TAKEAWAYS Last week’s losses were driven primarily by increased recession fears related to U.S.-China trade tensions, a possible Fed policy mistake, and sharply lower oil prices. Recent volatility may have provided one of the most important ingredients of a stock...