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A Simple Portfolio Strategy for the Trump Presidency

Over the last few weeks, and seemingly every time I look at the news, I see articles that are trying to forecast whether President Trump will be good or bad for the stock market. Here are a few examples: “The Trump Factor: Should Investors be Bullish or Bearish?” (Marketwatch) “With Donald Trump as President, Here’s What Will Happen to the U.S. Economy” (The Street) “How Donald Trump’s Presidency Will Affect the Stock Market” (Forbes) And, my personal favorite, the potential development of “Trump ETFs” being discussed at this week’s Inside ETF conference. If I’m being completely honest, here’s how I feel: I can’t take this nonsense anymore! And that’s putting it lightly. Nobody can be certain what is going to happen to the stock market, and this early on, these types of forecasts are a waste of time. Their purpose is to generate clicks, not to spread information. That said,
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Categories: Markets and Strategy.

Lack of Liquidity Can Be An Opportunity: A Look At Private Markets

Please join us for our webcast overview of Private Markets and how they might fit in your portfolio. For the last several years, I’ve been studying the world’s ultra-wealthy. I’ve studied not only their habits, but also their investments. Where do they invest? What do they invest in? How do they decide what is a good investment and what is not? Risk, returns—the whole enchilada. The one thing that I have found is that most of their investments are non-liquid, and are heavily concentrated in private investments. Before I go on, you must understand two things: 1) liquidity and 2) private investments. 1) Liquidity – This is the ability to easily sell your investment and receive cash for it. The faster you’re able to sell and receive cash, the more liquid the investment. 2) Private Investment – This is any investment that isn’t publicly traded on an exchange. Think about
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Categories: Strategy.

January Market Commentary: Are You A Pessimist or an Optimist?

If you know a pessimist when it comes to the markets, you have to get them to watch this Market Commentary. Hopefully, it will change the way they invest. Why? Because we talk about wise investing for the long term and how there is almost no time in history when optimism hasn’t won out. I’ll also talk about performance. Usually in our Market Commentaries we are focused on the prior month and discussing performance. This time around however, we’re looking at 2016. Wow. What a year. So many excellent lessons epitomized by this past year. Finally, we talk about your money and how you should have it managed with us, or someone with a philosophy like ours. We have a process based on probabilities that will optimize your chance at success and minimize your likelihood of failure. So many people I talk to simply have a terrible plan in place
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Categories: Market Commentary and Personal Finance.

Did Confirmation Bias Hurt You As An Investor in 2016?

If 2016 taught you anything, it’s to expect the unexpected. From the worst start E-V-E-R in Wall Street history at the beginning of 2016, to the June Brexit shock and finally to November’s Trump Rally, this past year has been a roller coaster ride. Through all the volatility there is one thing that the great investors do. It’s part of their process, and it’s part of our process at Iron Gate Global. Jason Zweig from the Wall Street Journal said it best, he said – “To be a good investor, you have to be right much of the time. To be a great investor, you have to recognize how often you may be wrong.”  An example of this from the past year. The Election. How divisive was this past election? It was insane. We had Clinton voters arguing that Donald Trump is going to destroy the world and the markets,
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Categories: Markets and Personal Finance.
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