The 5 Investments You Might Have

Many people have gotten very complacent about a stock market crash or downturn, and this is a good opportunity to take a look at your portfolio and what positions you own and your allocations to those positions.

Look at your big positions, and make sure that those large positions are well-thought-out and carefully examined. There are five kinds of investments you might own in your portfolio, which are:

  • Individual stocks
  • Bonds
  • Mutual funds
  • Cash
  • ETFs

So far, bonds have been a safe haven for investors. This year, the U.S. markets have been pretty resilient, but we are starting to see some corrections and trend-breaking. There is a lot of news out there – sanctions against Russia and slowing of global growth, interest rates and gas prices staying low, and a strong dollar – all of which potentially matter to your portfolio.

We believe that there’s opportunity coming for smart investors and we want to help you be prepared. If you want a one-on-one consultation with Doug and his team of advisors, please call our offices at 800-391-1118 for a personalized consultation about your specific investing goals and portfolio needs. You can also email questions to askdoug(at)dougfabian(dot)com.

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A Defensive Portfolio Posture

Announcement: this November, we will have a special post-election teleconference for podcast listeners only! This is a very important election for our money: taxes, entitlement spending, the financial markets, and the economy will all be impacted by how the country votes this November. Make sure to sign up on our podcast page to receive the details on this special teleconference as we get closer to election season.

As you know, here at Fabian Wealth Strategies, we believe that risk management is a key strategy for successful investing. In fact, one of the reasons that Doug believes so strongly in using Exchange Traded Funds is their liquidity. ETFs are more liquid than mutual funds and are easier to sell than many other investment vehicles out there.

Speaking of selling, we believe that right now is a good time for investors to raise some cash for upcoming opportunities. We are not offering personal investment advice in our blog or podcast, and we know that every investing situation and portfolio is unique – so how much cash you need and how you reduce your exposure to U.S. equity markets is up to you, but we would advise you to look at your portfolio and consider your risk and exposure. It seems that risk is rising in the markets right now, so we think that raising cash is wise. Also, in the month of October, there are usually some good buying opportunities and the beginnings of a potential new uptrend, so that is what our team is on the lookout for.

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Video: Chris Versace on Retail Spending

Will lower gas prices will boost holiday spending? FBN’s Liz MacDonald and Fabian Wealth Strategies’ Thematic Growth Portfolio manager Chris Versace discuss their outlook for holiday retail sales.

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Video Update: U.S. Equity Markets (Charts)

In this week’s video, Doug shows you data and charts showing current market action, and teaches you how to watch the markets by following ETFs. Doug also shows data on long-term interest rates and treasury bond trends, as well as discussing oil and energy prices in the U.S., and the top ETFs available for investors.

Watch the video to see the charts and detailed information here.


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Doug’s View of the Emerging Markets Right Now

Download the complete list of Exchange Traded Funds here! We have made the format easier to digest and understand, and we think it’s a great resource for you as you consider investing with ETFs.

Here are the reasons Doug likes investing in the emerging markets right now:

  • Price point: stocks in the emerging markets are less expensive than much of the world
  • Demographics: more young people and fewer retirees
  • Middle-class movement: more workers moving economically upward
  • Economic growth and more discretionary income for emerging market workers
  • Short-term downtrend, which should turn into good new buying opportunities
  • Good growth opportunity for your portfolio

If you have questions about the emerging markets and how they might fit into your portfolio, please call our offices at 800-391-1118 or email askdoug(at)dougfabian(dot)com.

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Doug Fabian’s new podcast now available on iTunes!

We wanted to let you know about the exciting launch of Doug’s new podcast, “Doug Fabian’s ETF Strategies,” which is available now on iTunes.

Each Friday, Doug will review all of the latest market action during the week, including all of the financial news you care about. You’ll also learn all about the latest and greatest innovations in the world of exchange-traded funds (ETFs).

The newest feature of the podcast is an in-depth discussion of a new ETF strategy each week. By using iTunes, it’s now easier than ever before to listen to the podcast on your smartphone or via your computer through the iTunes software. In fact, we encourage you to go to iTunes and sign up for Doug’s latest podcast right now. Doing so will allow you to get the latest updates as soon as they become available, and you’ll always have each episode ready for a listen at your convenience.

Click here to subscribe to Doug Fabian’s ETF Strategies on iTunes,

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New Podcast: “Doug Fabian’s ETF Strategies” Begins TODAY!

TODAY, we are switching to our Friday broadcast: Doug Fabian’s ETF Strategies! This is big news for us as we are spreading out our influence by putting our podcast on iTunes, in order to make this show more accessible and even better.

Doug has been broadcasting weekly for 14 years, and he has not intention of changing that now – we’re just changing the date and improving our reach and content in order to serve you better. So tune in every Friday for our new radio broadcast and don’t forget to subscribe on iTunes here!

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Video Update: September Numbers

Watch the full video update HERE. Doug is a big believer that you should monitor the 200-day moving average of specific stocks, ETFs or sectors, so that you can stay educated and up-to-date on your investments and the buying opportunities that might be just around the corner in October.

For Doug’s complete thoughts on the September numbers, what’s coming up in October, and what’s new in ETFs, please watch the full video here.

If you have questions about this topic and how it relates to your investment portfolio, please call our offices at 800-391-1118 or email askdoug(at)dougfabian(dot)com.

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What’s up at Pimco?

There are a lot of people in the financial world who would like to see bad news in the world of ETFs, because ETFs are growing so rapidly that it’s taking money from mutual funds and other large money managers. One recent story in particular is making waves in the financial world, and that is the SEC looking into ticker symbol BOND, and Bill Gross’ resignation at Pimco.

For more details on this story, see these news articles:

WSJ: Pimco ETF Draws Probe by SEC

CNN Money: Bill Gross exit could cost Pimco $400 billion

LA Times: How Bill Gross and Pimco got too big for each other

Bloomberg: Gross’s Last Defiance Stuns Allianz, Pimco in Janus Move

For Doug’s complete thoughts on this recent news story, please listen to the full podcast here. As always, please call our offices if you have any concerns about your specific portfolio and what this news means for you: 800-391-1118.

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Retirement Planning Lessons

A quick announcement: the Monday Morning Financial Market Review broadcast will be moving to Fridays on October 3rd! Next week you’ll get two broadcasts – one on Monday and one on Friday, so be sure to tune in – the week after, the first week of October, we will move our broadcast to Fridays every week.

In the last two months, Doug and his team have reviewed 40 retirement plans, and he has some feedback and things for investors to think about as you consider retirement, based on his recent observations. Here are his retirement pointers:

  • Do not have significant amounts of money at a local bank or credit union – it’s not secure enough and you don’t get enough return on your savings
  • Cash is not an investment strategy, so consider your long-term goals
  • Be aware of assumptions about Social Security, Medicare and pensions – prepare for the unexpected
  • Stay on top of your expenses, especially health care
  • Know what your investment returns and income will be
  • Manage your risk, especially in the equity markets
  • Manage and monitor your taxes (they will be going up!)
  • It’s best to have no mortgage or, if you must, downsize in order to make that possible in retirement

Be sure to tune in to next week’s broadcast and stay abreast of the news and our perspective on the coming volatility in the markets. If you want to speak to Doug about your portfolio and get his perspective on your unique situation, please call our office at 800-391-1118 for a complimentary retirement review.

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