Food Stamps Crystal Zufelt Jordan Wilson Kevin Danisavage IDS 1999 November 7th, 2012.
Kevin M. Wilson, PhD Chairman/CEO
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Transcript of Kevin M. Wilson, PhD Chairman/CEO
Kevin M. Wilson, PhDChairman/CEO
1405 Medical Arts Building324 W. Superior StreetDuluth, MN 55802
Office: 218-464-4399 Toll Free: 877-327-5062
Fax: 218-464-4397Email: [email protected]
www.bluewatercapitaladvisors.com
Bi-Monthly Market Review
“Comprehensive Investing Strategies in 2014” (Solving Investors’ Dilemmas)
March 20, 2014
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Ted A. Pavlovich, WMSPresident/Wealth Mgmt.
Advisor
INTRODUCTION
TED A. PAVLOVICH
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OUR NEW TEAM AT BWCA
KEVIN M. WILSON3
Matt Timpane Bret Gitar Nate Weiland
SOLVING THE 401K PROBLEM FOR CLIENTS
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TED A. PAVLOVICH
Some Plans Make All Of The Decisions For You – But What If You Have To Decide?
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You May Have Some Choices To Make On What To Own And How Much To Own
1. Process
2. Allocation
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Trends Can Last A While, But Then Change Rather Suddenly
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We’re Different….
…We Do Our Best To Ring-Fence Your Risk
PEELING THE ONION ON ASSET ALLOCATION
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KEVIN M. WILSON
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There Are Various Risk Factors To Consider
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Stocks Appear Over-Valued
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-57-49
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Stock Prices Regress To The Mean
S & P 500
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How We Deal With All This
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Momentum,Value, L/S,Yield/Carry
Cliff Asness
Mom.
Val.
L/S
Y/C
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Alternative Bond & Stock Strategies Can Cut Risk Levels
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Fundamentals Help Us Pick Stocks
REVISED OUTLOOK FOR 2014
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KEVIN M. WILSON
All Useful Measures Indicate Over-Valued Markets
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But Some Trend Indicators Have Not Yet Peaked (e.g., New Highs-New Lows)
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And Other Trend Indicators Have Also Not Yet Peaked (e.g., Cum. Advance-Decline)
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On The Other Hand, There Are Some Divergences
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There Are Other Factors To Consider:
1) Margin Debt at $453 Billion2) Insider Selling Is Setting Records3) IPO’s Are Increasingly Frothy4) Copper & Iron Ore Prices Falling5) Profit Margins Very High 6) Share Buybacks Decreasing7) Cash Inflows Slower Than In 2013
SUMMARY
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KEVIN M. WILSON
1. We’re Able To Help With Retirement Plans2. Our Tactical Segmentation Approach Limits Risk3. Markets Will Correct Soon, But The Bull Run
May Continue4. Volatility May Return To Markets
Q & A
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KEVIN M. WILSONTED A. PAVLOVICH
This report is provided for informational purposes only and does not constitute an offer or solicitation to purchase or sell any security or commodity and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Any opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, for its accuracy and interpretation are not guaranteed.
Investing in securities involves risk, including possible loss of principal. Past performance should not be taken as an indication of guarantee of future performance and no representation, express or implied, is made regarding future performance.
The firm does not provide tax advice; clients should contact their attorney, accountant, or other tax adviser regarding tax matters.
“BWCA is a state registered investment adviser in all states in which it is required to be registered. All Blue Water Capital Advisors’ customer assets are held in the customer name with Fidelity Institutional Services, clearing through National Financial Services (NFS), Member SIPC, a Fidelity Investments Company as Qualified Custodian.”
Disclaimer
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