The Reality of Where We Are

When I first began developing these pieces, the purpose behind developing a vision for them was to deliver a concise, no-nonsense article for clients and followers to receive my perspective without the typical fluff that we see time and again in other publications. I named this concept Keeping it “Reel” as I liked the fishing…

Frothy Tech Gets Skimmed

I’ve said time and again that one of the biggest near- and long-term risks to an expensive growth sector is interest rates. When the candy is taken from the baby, we should expect to hear some crying. Over the last couple weeks, growth stocks (mostly tech) have been weeping, and we see it as a…

Retail Investor Speculation Mania

It’s quite remarkable how retail investor (at-home traders and investors) behavior helps professionals get a gauge on the market’s sentiment and health. I’ve been reading all across social media platforms about what stocks people have been trading, many of whom just got started ‘day trading’. I’ve even seen threads on sports boards for my beloved…

A Vaccine for Your Portfolio

Last week, biopharmaceutical companies Pfizer and BioNTech announced that their mRNA-based vaccine candidate has demonstrated evidence of efficacy against COVID-19 in participants without prior evidence of infection. The vaccine candidate was found to be more than 90 percent effective in preventing COVID-19 in participants in the first interim efficacy analysis. The study enrolled 43,538 participants,…

How COVID and the elections may affect your investments

It’s hard to believe that just four years ago, we were having strikingly similar conversations about the election and its potential effects on markets and retirement plans. Comparable to 2016, the conversation remains the same—do not allow political uncertainties to run your investments. Historically, markets have managed appropriately over the long term, no matter the…

Keeping it "Reel" on Coronavirus

You’ve seen it all over the headlines and social media. It’s been the chief subject among your friends and peers. Coronavirus. Beyond panicked shoppers, closed restaurants, and cancelled public events, what are the proper expectations for your money? Those who have been reading my Keeping it “Reel” pieces know that I publish these during times of uncertainty,…

Yield Curve Inversion

Dear Clients and Friends,  You’ve likely been seeing and reading all the hype about the famous yield curve inversion. I found this to be an ideal time for my first Keeping it “Reel” post, so I’m writing this piece today to provide some clarity as well as my opinion on this topic. I had delayed the…

Introduction

Dear Clients & Friends, Thank you for taking the time to read my first blog post. I would like to introduce to you a concept that I dreamed up called Keeping it “Reel.” Most of you know my passion for fishing and conservation of our marine resources so I wanted to have a little fun with the…


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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and KL Wealth Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NJ, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, KL Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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