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The Return to Volatility:  Part II                                                                  By Jonathan V Bever

Investing from the end of the diving board

June 2018

By: Jonathan V. Bever

By Kirk Larson
Social Security Washington Public Affairs Specialist

Every birthday deserves celebration, but some seem a little more special than others. Think of a baby’s first birthday. Sweet 16. The “Big 4-0.” Then, before you know it, along comes 65. This last milestone is especially important to retirees.

By Jonathan V. Bever

Having recently joined Fulcrum Wealth Advisors (FWA), I have settled into my role as research analyst and portfolio manager quite well. As part of FWA’s on-going commitment to providing our clients with the best ideas from around the world, our travel schedule has been filled.

By Jonathan V. Bever

This February we have seen the return of volatility in the stock markets.   Believe it or not shorting the VIX or shorting volatility has been a popular trade for a few years.  Anyone with long term investment experience knows that sooner or later market fluctuations will begin again; this February it certainly has.

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Click here to access out outlook for 2018

It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young professionals are turning their backs on financial professionals such as accountants, investors, and advisors, and turning to the technological solutions.

Green, clean energy has reached new heights in North America. There are more hybrids than ever on the streets, wind turbines out above the cornfields, solar panels on roofs, and even that new convenience store down the street is LEED certified. It’s not a trend; it’s a shift away from fossil fuels—oil, coal, and natural gas.

And now after Brexit……… As Fulcrum Wealth Advisors’ clients have been aware, for the past two-plus years, our stance on the financial markets have been one of caution, if not an outright concern, and the current vote by the British to leave the European Economic Union has done nothing to alleviate these concerns. What does Brexit mean to Us?