• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Marin Wealth Advisors

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
    • Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • Online Wealth Advisor
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal
  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
    • ESG Portfolio Management
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning Advisors
    • Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Early Retirement
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • Online Wealth Advisor
  • About
  • Blog
  • Locations
  • Contact
  • Client Portal

Where Might We Be Going?

April 18, 2014

Where Might We Be Going?

We suspect the Putin Show will add volatility to the markets as he tries to re-claim parts of the old Eastern Bloc countries. This could go on for some time. However, as Europe patches together how to re-distribute energy supplies, and it becomes somewhat less likely that Russia will invade someone, the markets should settle down some by fall.

By back to school we likely will have had two decent earnings seasons (Q1 and Q2,) reflecting modest to good growth in the U.S. economy, and we may even see the Chinese economy somewhat stabilized around a 7% growth rate, which should be a level generally acceptable to the markets.

What to do? We think stocks will provide solid returns in 2014, but probably most coming later in the year. We should try to maintain core positions during periods of volatility while avoiding heavy losses if the market suffers from an extreme geo-political event.

* Maintain stops at critical, long term support levels on stocks and ETFs. (One can always re-enter key position when things settle down.)
* If for some reason they haven’t been stopped out, clean out stocks that are serious earnings disappointers.
* Add to key positions and favorites, including ETFs (exchange traded funds) and mutual funds, on the bounce after a sustained pullback. During corrective periods stocks will bounce off of support at some point. Wait for them to bounce then add to positions with stops under the recent lows.

Category iconInvestment Management

Primary Sidebar

Recent Posts

  • Soft Landing Ahead (February 3 Market Recap)?
  • Everyone Expects 25bp, but What’s Next (January 27 Market Recap)
  • Bad News is Now Just Bad News; Inflation at Fed’s 2% Target (January 20 Market Recap).
  • CPI Good, Inflation Expectations Decreasing, Will the Fed Care (January 13 Market Recap) ? 
  • No Santa Rally but Average Hourly Earnings Save the Day (January 6 Market Recap)

Categories

  • Asset Allocation (1)
  • Education (95)
  • ESG Investing (1)
  • Estate Planning (4)
  • Financial Planning (10)
  • Investment Management (43)
  • Investments (16)
  • Retirement Planning (12)
  • Stock Compensation (2)
  • Uncategorized (19)

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

Request a complimentary one-hour financial review


    Footer

    Marin Wealth Advisors LLC

    899 Northgate Drive, Suite 300
    San Rafael, CA 94903
    415-458-5880

    50 California St. Suite 1500
    San Francisco, CA 94111
    415-472-5885

    1901 Harrison Street, Suite 1100
    Oakland, CA 94612
    510-217-8100

    2121 California Blvd, Suite 290
    Walnut Creek CA 94596
    925-374-4899

    info@marinwealthadvisors.com

    All Content Copyright © 2023 Marin Wealth Advisors, Registered Investment Advisor, Marin County, CA

    Disclaimer:
    The MWA website and blogs are limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
    All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

    No information contained on this website or blog constitutes tax, legal, insurance or investment advice.

    Best Financial Advisors in San Francisco
    Financial Advisors in Marin County

    Stay Connected: