Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off […]
Read More
Asset allocation is at the heart of successful risk management and investing. If you avoid the worst parts of the economy, research demonstrates that you can materially reduce risk and improve performance. Bluemound Asset Management, LLC offers five core investment strategies. Each asset allocation is designed for different types of […]
Read More
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.
Read More