Market Snapshot
Podcasts

SEM Podcasts:  

Best of the Blog, 5/18/13 -- Is the Fed really going to taper off QE?

Best of the Blog, 5/11/13 -- How long can the Fed keep this up?

Best of the Blog, 5/4/13 -- Should we sell in May?

Best of the Blog, 4/27/13 -- Our dysfunctional government

Best of the Blog, 4/20/13 -- Market vs. the Economy

Best of the Blog, 4/13/13 -- Is it sundown in America?

Best of the Blog, 4/6/13 -- Did the sequester cause the slowdown?

Debt, Leverage, & Addiction -- Part 1  Part 2   Part 3  

Best of the Blog, 3/23/13 -- Consequences of Perpetual Bailouts

Best of the Blog, 3/16/13 -- Is the Dow's streak a buy signal?

Best of the Blog, 3/9/13 -- Does Goldilocks have any blemishes?

Best of the Blog, 3/2/13 -- What does Sequestration mean?

Best of the Blog, 2/23/13 -- Recency Bias

Best of the Blog, 2/16/13 -- The REAL State of the Union

Best of the Blog, 2/9/13 -- Is the economy causing the outbreak in violence?

Best of the Blog, 2/2/13 -- What are we getting from all this debt?

Best of the Blog, 1/26/13 -- Are we in another bubble?

Sunshine Week, 1/24/13 -- Stuck in your retirement plan

Sunshine Week, 1/23/13 -- The time to buy & hold

Sunshine Week, 1/22/13 -- Keeping things in perspective

Sunshine Week, 1/21/13 -- The Pending Forest Fire

Best of the Blog, 1/19/13 -- What did we learn from our client seminars?

Best of the Blog, 1/12/13 -- Short-term vs. Long-term investing

Best of the Blog, 1/5/13 -- What does the fiscal cliff deal mean for the economy?

Sunshine Week, 9/20/12 - Is America going Backward?

Sunshine Week, 9/19/12 - Opportunities in a tough economy

Sunshine Week, 9/18/12 - Is your 401k safe?

Sunshine Week, 9/17/12 - The stealth depression

History of the Fed, 6/19/12

SEM Presentations:

4th Quarter Economic Update- December 11, 2012

Can the Fed Save the Economy? - September 27, 2012

3rd Quarter Economic Outlook - July 10, 2012

What can we expect the rest of 2012? - April 19, 2012

What will 2012 look like? - January 9, 2012

Are we headed towards recession? - October 7, 2011

What is happening with the economy? - September 26, 2011

Podcast Archive  

 

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Designing a Successful Portfolio
A good road map to investment success includes three portfolios.

The first is a short-term portfolio for emergency funds or money you will need in one to two years. Risk should be minimal for this portfolio, which tends to experience returns in line with money market performance.

The second tier is a mid-term portfolio for funds you many need in two to five years. These investments should have low or moderate volatility, depending upon your risk tolerance.

The third long-term portfolio is targeted toward investments with the potential to achieve substantial growth at a rate of return that exceeds the impact of taxes and inflation. To achieve real growth, this portfolio tends to be exposed to greater volatility. 

http://stratequity.com/images/stories/NewInvestmentPyramid-2013v3-Web2.png
To meet the risk and return requirements of each portfolio, Strategic Equity Management offers targeted investment programs using dynamic asset allocation among numerous stock and bond asset classes. These programs are available through taxable and tax-deferred accounts as well as variable annuities.

Before investing, we recommend that you review your financial situation with your financial advisor and together evaluate the description, historical performance and risk level for each Strategic Equity Management program. All investments carry some degree of risk. It should be noted that the possibility for loss exists along with the potential for profit. Also, because markets are influenced by a variety of conditions, future performance based on prior results should not be assumed.

Next, decide which program(s) are suitable for your situation and how they fit into your three portfolios. Remember to preferentially use tax deferred accounts in your long-term portfolio.

Finally, determine the appropriate investment allocation to the Strategic Equity Management programs that you have selected.

Remember, your success will depend upon establishing a long-term investment approach and sticking with it over time. At Strategic Equity Management, our goal is to provide you with a road to lifetime investing success.

**To learn more about our investment strategies and individual programs please register for our site or log in.**