Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 


Access Your Account Online

☰ Menu
Market Updates

Spooky equity market, just in time for Halloween…

October 26th, 2018

We could say the same thing about our current political landscape, the world’s economies, our trade spats with China, the shrinking Chinese economy, the Italians and the EU, and, fill-in the blank __________…

On the landing page of our website, we explain how we handle uncertain investment markets:

“Unpredictability of Investment Performance

None of us knows what the future brings. We do not predict the future. We question and are leery of inflexible assumptions about the future. So, we strive to understand you and your family and as a result, develop your plan and investments for a wide range of market, economic, and life-event alternatives.

If you are our client, you know that John Lilly and I are portfolio managers:  We select, buy and sell securities in accordance with each client’s investment objective.  You would also be aware that beginning 20 days ago we began to limit our exposure to domestic equities.  We had minimized our exposure to foreign equities in the early part of the year.  Both of these actions took place with an eye to limiting short-term risk.

We did not guess: we employ cash to equity relative strength comparisons and loss limits*, and when these thresholds exceed our parameters, we increase cash positions. Currently, do not expect this equity market correction to get much worse. In our opinion, this turbulence in prices is likely to continue as the pull and tug between buyers and sellers determine the final direction of equity prices. We believe there’s a preponderance of positive evidence; a booming economy, higher wages, record corporate sales, revenues, margins, and earnings suggesting a bright future for equity prices and increased dividends: We’ll know in time.

For now, remember: If you own a portfolio of the world’s best companies, a bunch of people, every day, get up, wash up, dress up and go to work to provide value to their customers and thereby, benefit you, the shareholder.

Leave the spooky stuff for Halloween

Go to our home page, scroll down, take a look.



Currently, our portfolios exhibit proportionately higher cash balances than normal.

Carlos Dominguez – Portfolio Manager, RJFS


 *We subscribe to Nasdaq Dorsey Wright which provides us with the analytics by which we can measure and track various groups of D&J selected indicators: “Dorsey Wright’s expertise is technical analysis, focusing on the steadfast relationship between supply and demand in the markets. Our Research Platform helps clients see through the day-to-day clutter of market movements and provides a clear understanding of where market strength lies at all times.” Quote attributed to Tom Dorsey – Founder http://bit.ly/2iMqsgK Raymond James is not affiliated with Nasdaq Dorsey Wright or Tom Dorsey.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse,

authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the

content of any website or the collection or use of information regarding any website’s users and/or members.

The preceding information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Carlos Dominguez and not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. Investing always involves risk. There is no assurance that any investment strategy will be successful.

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.