by David Wismer | Jul 27, 2020 | In My Opinion
This column has explored the topic of risk management in some detail over the years, addressing several questions: Are the retail investor and financial adviser underserved by the buy-and-hold philosophy? What is the potential role of dynamic risk-managed strategies...
by Jason Teed | Jul 27, 2020 | Market Update
The major stock market indexes fell last week. The Dow Jones Industrial Average lost about 0.75%, the S&P 500 Index fell 0.28%, the NASDAQ 100 dropped 1.52%, and the Russell 2000 small-capitalization index fell 0.39%. The 10-year Treasury bond yield fell about 4...
by Flexible Plan Investments | Jul 27, 2020 | The Gold Bullion Strategy Fund
Last week, the gold spot price was up 5.06% and the U.S. Dollar Index was down 1.57%. The Gold Bullion Strategy Fund (QGLDX) gained 4.91% for the week. The value of the COMEX gold futures, which closes early at 1:30 p.m., was up 4.99% for the week. The short-duration...
by Flexible Plan Investments | Jul 27, 2020 | Quantified Funds
U.S. equity markets posted losses in all three indexes last week. The S&P 500 lost 0.28%, the Dow Jones Industrial Average lost 0.76%, and the NASDAQ Composite lost 1.33%. Six of the 11 sectors were up last week; Energy, which posted the largest gain, was up...
by Flexible Plan Investments | Jul 27, 2020 | What's Happening at FPI
New service agreement with E*Trade Advisor Services Flexible Plan Investments (FPI) entered into a new service agreement with E*Trade Advisor Services (EAS), effective July 1, 2020. Clients and their representatives with accounts at E*Trade received correspondence...
