Author: Wade Balliet

Economic projections and investment insight for 2015

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Older couple sitting on large rock on a beach, looking out toward the water and bright horizon.

Our 2015 forecast echoes many of the themes from 2014 – an economic recovery driven by growth in consumer spending and lower unemployment.

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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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