We’ve chosen to focus on natural gas today for two reasons:
- Watching ticker symbols: UNG and FCG. Natural gas ETFs have been correcting quite a bit lately, and we are watching them for our client portfolios
- We have 100-year supply of natural gas in the U.S. and we like the story long term.
Japan and Europe are both importing most of their natural gas, and this is a resource that we can export to the world, eventually. Right now, we are not shipping natural gas in bulk for technical reasons, but we believe that will come in about a year or so, and we’d like to be prepared for that.
Natural gas is becoming the energy of choice for many utilities and manufacturing outlets here in the U.S.. We think that natural gas is a great investing idea for you and we are encouraging listeners to watch those ticker symbols and keep an eye on price action for your buying opportunities.
If you have questions about natural gas and what it can mean for your portfolio, please call our offices at 800-391-1118 or email askdoug(at)dougfabian(dot)com.
We tend to see weaker markets in September and October, and this year is no exception. We’re also noticing some worries in the market because of the independence referendum in Scotland and the United Kingdom, the upcoming Federal Reserve meetings, and the global weakness and lower commodities pricing. However, the U.S. dollar is strong at this point and that is good news for us.
REITs, Energy, Commodities, Gold, Silver, Oil and International markets were all starting to correct last week. We are watching for some buying opportunities coming up in these areas, and particularly in the emerging markets, which you all know that we’ve been watching closely recently. There are global slowdown worries out there and we think that the Federal Reserve meetings and the Scottish referendum vote will both have big impacts on the market this week.
If you have questions about what’s going on in the world today and how it affects your portfolio, please call our offices at 800-391-1118 and we’d be happy to set up a complimentary consultation with you to discuss your investing plan.
We advise you to know and be very familiar with what you own in your portfolio. You need to know these products well and be prepared to move when the next financial crisis appears. If you don’t intimately understand your positions, it’s difficult to make wise decisions in risky environments.
Basically, complacency is a serious investing problem and risk must be managed. If you aren’t sure how to do so or what the financial landscape is shaping up to do in the months to come, please call our offices at 800-391-1118.
For more information on this topic and others, please watch Doug’s full video update here.
The key pieces that we see of President Obama’s legacy are higher taxes, the next financial crisis and entitlement cuts.
Right now we want to talk about the next financial crisis. Everybody has seen a lot of e-mails and other fear-based marketing about the upcoming financial crisis. Right now, the global financial markets are being held together by confidence in government. Stock markets and bond markets are rising and causing asset inflation – which everyone loves. There will come a time, however, when confidence is lost. There’s no way to know when that will happen, but we can prepare our portfolios for the risk that is coming in the markets.
There are a lot of potential crises that can happen in the markets, but we think that monitoring the markets and the economy is critical at this time. President Obama’s legacy consists of unsustainable debt and financial obligations, and we have to stay aware of what the consequences of that legacy will look like. So far there’s no problem in the U.S. or international equity markets, but we are watching carefully. We’re also watching interest rates, currency and commodities (specifically oil and gold). If we can’t know when the financial crisis will hit or where it will come from, the best we can do is monitor and act on price movement.
We really believe that there will be some problems down the road, but we commit to you that we will be here every step of the way, helping you to manage risk and prepare your portfolio for the storms to come.
Posted in News, Podcast Summary
Tagged china, currency, dollar, international, investing, japan, obama, politics, risk, russia, stocks
Here are three investing ideas that we are monitoring for our fixed-income investors. We think that these are setting up for some great buying opportunities soon, and we want you to be watching these ideas as well for your portfolio.
- Multi-asset funds (ticker symbols GYLD, IYLD and others)
- International dividend equities (ticker symbols EDIV, DEM, DWX)
- Alternative energy (MLPs, Closed-end funds and BDCs)
These ideas will provide opportunity for income investors in the weeks ahead. If we get more volatility, we should see some excellent opportunities to put money to work in your portfolio. If you aren’t sure how to implement these ideas, please call us at 800-391-1118 or email askdoug(at)dougfabian(dot)com.
We were seeing good news out of China and the emerging markets in the market action last week. While many people believe that Europe is a great bargain, we are still skeptical about investing in that part of the world.
We expect volatility over the next couple of months, and in our minds, volatility means opportunity for savvy investors. Don’t be discouraged if you start to see shakiness in the markets, but look for opportunities to invest at a good price point. We are specifically watching the energy sector closely.
We’re still adding money to emerging markets, and waiting for opportunities in the domestic markets here in the U.S.. If you have questions or concerns about investing in this market, please call our offices at 800-391-1118 for a free portfolio review and Doug’s take on your investment strategies. You can also email Doug your questions at askdoug(at)dougfabian(dot)com.
To be fair, former presidents and current Congress and Senate members have contributed to our current fiscal problems here in the U.S.. President Obama recently implemented one of the largest tax increases in history, and most Americans weren’t even paying attention.
States, counties, and even the Federal government are starved for tax revenue because there have been simply way too many promises made that can’t be reasonably kept. This means that taxes will be going up, no matter what your congressman or senator says.
Obamacare taxes will be going up for the next six years, which is another scary thought. Obamacare is a disaster, but while it’s still here we need to be prepared for those extra costs.
Here are Doug’s pointers for managing your taxes:
- Know how much taxes you actually pay. State, property, Federal, Obamacare – keep track of all of it and know how much it changes from year to year.
- Hire a CPA. You need a tax professional and you need to be prepared for the taxes to come.
- Do some estate planning and protect your assets.
- Do your research. The media and your elected officials will probably not be honest with you about your tax burden, so it’s up to you to do the research and stay abreast of political changes that will effect your portfolio.
- Know the investment strategies that can help you manage taxes. Call our offices for more information at 800-391-1118.
- Examine your life insurance policies and the tax-free gains available there. If you need help with your life insurance, please call us our offices and we are happy to do a complimentary life insurance consultation.
Taxes can be managed and we believe that investors can significantly improve their portfolios despite President Obama’s Legacy.
You’ll hear much more from us about President Obama’s legacy in the weeks to come. We advise you to stay alert, do your research and stay positive. We can help you weather the storms to come, so keep listening to the podcast.
Posted in Asset Management, Insurance, News, Podcast Summary
Tagged bonds, debt, Deficit, dollar, economy, inflation, Insurance, interest rates, life insurance, obama, politics, risk, taxes
September is Life Insurance Awareness Month! If you are unsure about your life insurance, or if you have a cash-value life insurance policy and would like a free review from us, we would love to chat with you. Please call our offices at 800-391-1118.
Monthly, we post a complete list of Exchange Traded Funds and this month we have made some really great changes to our report. If you haven’t downloaded this report in some time, please consider downloading and using this report in your ETF investing. Also, our September ETF Snapshot explains our new format and changes, and gives investors some great insights into the ETF universe.
The world of ETFs is growing and offering investors some wonderful investing opportunities. We think that our new organization of our complete list report will really help you as you decide what ETFs to watch, consider or include in your portfolio. Head over and download this report today, here!
Posted in ETF Articles & Reports, Insurance, News, Podcast Summary
Tagged china, ETF, growth, income, Insurance, investing, japan, life insurance, retirement
Watch the full video here.
Doug Fabian is a great resource for ETF education. If you have questions about Exchange Traded Funds, how they can work for your portfolio and why Fabian Wealth Strategies believes so strongly in the power of ETF investing, please give us a call at 800-391-1118 or email Doug directly at askdoug(at)dougfabian(dot)com. There are more than 1600 ETF investment vehicles, and we can be your resource for smart ETF investing.
Between September 1 and December 31, everyone knows that the stock market tends to be a little weak through September and October, and recovering in November and December. The emerging markets tend to do better during those four months, and we are excited about that possibility for your portfolio.
For Doug’s complete commentary on this topic and more detail, watch the video update here.
For the complete list of ETF options, please check out our special reports page, here.
There are going to be consequences to President Obama’s legacy that will impact your personal finances. Today, we want to stress long-term planning in order to avoid ill effects from President Obama’s policies and how his decisions will effect the next five years.
The investor class – you, me and the others who read this blog and listen to our podcast – are in the minority of Americans, because we are preparing for the future, unlike most people. The government is eventually going to start taking benefits away from the people who have money in order to give to those who don’t, in our opinion. Most of you have very little to no debt and we think that this is a very smart way to live. Taking care of your family is essential, but if you can look ahead with clear eyes, you can know what’s coming and prepare yourself. Here are a few of the things that we think are coming soon, because of Obama’s legacy:
- Higher taxes
- Decline in public benefits
- Another financial crisis
So what is President Obama’s legacy? What will we remember him for? Here are a few of our highlights:
- Expansion of food stamps (43 million) and disability (11 million)
- More public debt ($7 trillion)
- Decline of middle class
- Wall Street and their get-out-of-jail-free card
- Decline of American influence globally
Of course, the Federal Reserve and Congress bear some of this blame as well, but this is not a pretty picture. The bottom line is this: investors need to be prepared for the consequences of Obama’s legacy. Do better tax planning, estate planning and preparing your portfolio for the financial crisis that is bound to come eventually.
For Doug’s complete thoughts on this topic, listen to the full broadcast here.