Red Light: Consider moving to cash and lower risk assets, preserve value.
Yellow Light: Consider balancing lower risk and moderate risk assets, avoid higher risk assets, seek moderate return.
Green Light: Consider increasing higher risk assets, seek higher return.
Current Investment Headwinds:
- Low Yield on Bonds and Fixed Income
- Equity Markets near Historic Highs
- Impasse in China/U.S. trade negotiations
- Potential for prolonged Trade War
- Slower Economic Growth in Major Economies
- Impasse on U.S. Infrastructure Spending
- Congressional investigation of Mueller Report and other Issues
- Potential for Impeachment vote in the House of Representatives
Current Investment Tailwinds
- Moderate Inflation
- Dovish Federal Reserve Policy
- Consumer Savings and Spending Rate
- Job Creation in America