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We manage investment portfolios. Our investment objectives are profits and protection of capital. Portfolios are constructed of no-load and load-waived mutual funds, creating a balanced and diversified blend of stock, bond, and cash investments.

 

Asset Allocation Advisors

Greg Schultz and Bruce Grenke Financial Advisors

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April 17, 2009

Bear Market Bounce or New Bull Market? New!

Seat belts and Dramamine were advisable last quarter.  The stock market reached its highest level for the quarter in the first week of January and then proceeded to plunge 28% to its lowest level in 12 years, extending this bear market’s peak-to-trough decline to 57%.  Of course that wasn’t the end of it...... read more »

February 12, 2009

Comments on the Financial Stability Plan introduced February 10, 2009

The first part of this article discusses the Financial Stability Plan presented by Treasury Secretary Geithner.  The second part of the article addresses our investment plans to adjust and benefit from today’s investment environment moving forward.....read more »

 


 
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