2018 Archives - virtueam

2018 Investment Review and 2019 Outlook

In 2018, the bull market’s nine-year stretch ended. The S&P 500 Index finished 2018 down 4.38%. The negative return was driven by a 13.52% decrease in the fourth quarter. The final earnings for the S&P 500 for 2018 haven’t been reported as of now, but they are expected to be [...]

3 Effective Ways to Reframe Risk for Ultra-Conservative Clients

This time we hear from Robert Finley, founding advisor at Barrington, Ill.-based Virtue Asset Management. He talks about a multi-pronged strategy for convincing extremely conservative clients of the wisdom of investing for growth. https://financialadvisoriq.com Back to resources Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance [...]

Best Productivity and Time Management Books (in 2018)

Have you ever felt overwhelmed by your workload? Or that you don’t have any progress at all? If you did, we got you covered. We asked 36 experts “What are the best productivity and time management books to read?” Discover their top recommendations below! https://upjourney.com/best-productivity-and-time-management-books Back to resources Investing involves risk, [...]

2018 Third Quarter Review and Outlook

A strong economy continues to overshadow trade tariffs and turmoil in Washington. For the United States, Gross Domestic Product (GDP) growth was a very strong 4.2% in the second quarter. However, earnings for the second quarter were lower than analysts’ predictions. Therefore, the recent returns in the U.S. stock market [...]

2018 First Half Review and Outlook

The eight-year bull market was barely extended in the first half of 2018. Virtue Asset Management continues to recommend that investors maintain their stock exposure at the lower end of their target range. For the full year, we expect the S&P 500 to have returns in the range of negative [...]

Tune in to SiriusXM: Your Money with Kent Smetters

Tune in to SiriusXM, channel 111, tonight at 5 pm est. Robert Finley is a guest on the Your Money show with Wharton Professor Kent Smetters. Get practical advice on your personal finances from Professor Kent Smetters. Find out what today’s headlines mean for your pocket. https://businessradio.wharton.upenn.edu/programs/your-moneyBack to resources Investing involves [...]

These TIPS Help Protect Your Portfolio

“Holders of Treasury Inflation Protected Securities must understand that the return is calculated on the change in CPI and not the change in interest rates,” says Robert P. Finley, principal at Virtue Asset Management in Barrington, Illinois. https://money.usnews.com/investing/bonds/articles/2018-05-14/these-tips-help-protect-your-portfolio Back to resources Investing involves risk, including the possible loss of principal and [...]

2018 First Quarter Review

At Virtue Asset Management, we believe that the first quarter of 2018 introduced us to stock market vigilantes who are selling the stock market to try and influence the decisions of President Trump and the US Government. These selling actions have contributed to the rise in volatility. We expect increased [...]

Meet the New Fed Chairman

Jerome Powell is the new Chair of the Federal Reserve replacing Janet Yellen. We expect him to continue the dovish policies of Janet Yellen. A dovish policy refers to a looser, more accommodating policy with the goal of stimulating the economy. Powell has been one of the seven members of [...]

Why Financial Advisors Love Value Stocks in 2018

Robert Finley, principal at Virtue Asset Management, has been recommending his clients start rotating from growth to value stocks. https://money.usnews.com/investing/buy-and-hold-strategy/articles/2018-01-16/why-financial-advisors-love-value-stocks-in-2018 Back to resources Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This letter is not intended to be [...]