From the desk of Willie Delwiche.

Key Takeaways:

• Despite macro concerns, evidence tilts toward opportunity
• Energy sector strength benefitting...

From the desk of Willie Delwiche.

We’ve made some changes to our ASC+Plus Dynamic Portfolios. 

With the...

From the desk of Willie Delwiche.

With our latest Weight of the Evidence Dashboard improving...

From the desk of Willie Delwiche.

Key Takeaways:

• • Volatility shifts affect investor...

From the desk of Willie Delwiche.

As we've still yet to see a decisive shift to a risk-on environment, caution remains the general guiding principle for this market. At the same time, there are opportunities in crypto that we'd like...

From the desk of Willie Delwiche.

The overall weight of evidence continues to argue for caution and we have yet to see a decisive shift toward a risk-on environment. But we have made some changes to our dynamic portfolios to stay in...

From the desk of Willie Delwiche.

Key Takeaways:

• Breadth downgraded to neutral as trends in...

From the desk of Willie Delwiche.

A DYNAMIC APPROACH TO PORTFOLIO MANAGEMENT

The number one question I have gotten from financial advisors over the course of two-plus decades in this business is “What should I...