Author: Wade Balliet

Market insight: Have we entered a ‘corrective’ period?

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Partial side view of stock market information display with bright, bustling city nightlife in the background.

At this point we are revisiting the pullback experienced in January, and, in our view, a period of consolidation is long overdue but difficult to time.

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Investment recommendation: Neutrality to U.S., slight overweight to international

Wade Balliet
Posted by Wade Balliet
Investment Strategy
closeup on a pen (in human hand) tracing a pie graph on an investment statement.

Do you have the appropriate equity allocation in your portfolio in the current environment?

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Achieving your global diversification goals

Wade Balliet
Posted by Wade Balliet
Investment Strategy
View looking upward at dozens of flags waving from flagpoles against a blue sky.

Achieving global diversification goals has the potential to be relatively simple, low-cost, and targeted.

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2014 GDP: A weak start but a strong end?

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Closeup on the middle of a road, leading off into the horizon under a bright orange sunset.

Some investors may be asking: Was Q1 the start of a downturn, or is it an outlier?

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