At Virtue Asset Management, we believe this rate cut has broadened the range of potential market outcomes in both the short and medium term.
关于我们
Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the county. An asset management firm founded on the highest level of moral and ethical principles. A company that's based on the trustworthiness and that is here to keep your financial future on the right path. We take the burden of financial complexity from your shoulders and give you the peace of mind to focus on what's most important to you. It's a higher level of service that goes beyond the norm, but it's one you deserve as our client. At Virtue Asset Management, you will receive personalized, customized solutions specific to your individual needs.
- 网站
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https://VirtueAM.com
Virtue Asset Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Barrington，Illinois
- 类型
- 私人持股
- 领域
- Asset Management、Wealth Management、High Net Worth Investment、Investment Management、Trusts & Estates和Philanthropy
地点
Virtue Asset Management员工
动态
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Given the robust performance of the stock market, we advise investors to review their equity allocations and identify any concentrated risks in their portfolios, including concentration in sectors such as technology. Depending on an individual investor’s risk/reward profile, it might be prudent to lower the overall equity percentage of a portfolio or explore solutions for concentrated positions. One strategy for managing concentrated stocks is to sell covered call positions and use the income to purchase puts, creating a price floor for the stock and locking in some gains.
Virtue Asset Management: 2024 First Half Review & Outlook
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Given the recent surge in the stock market, now might be a prudent time to hedge low cost basis and/or concentrated holdings.
Virtue Asset Management: Hedging Low-Cost Basis Stock Using Options
virtueam.com
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Meet our newest summer intern: Alexandrea Lee!
Meet Our Summer Intern
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Meet Our New Intern: Nathan Lodes
Meet Our Summer Intern
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Investors adjusted down their expectations for Federal Reserve interest rate cuts in 2024 from six to three (.25% each). The adjusted expectations lead to an increase in bond yields which we predicted in our year-end outlook. With the strong first quarter for large-cap stocks and current valuations, we are cautious about returns for the rest of 2024.?
Virtue Asset Management: 2024 First Quarter Review and Outlook
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At Virtue Asset Management, we worry that data or events in the first half of the year may drive the Federal Reserve to wait longer before they cut interest rates and/or not cut as many times as the market is predicting. If the market must adjust its expectations for interest rate cuts, it could lead to an increase in bond yields and a pullback in equities. Depending on a client’s situation, we are rebalancing equity exposure, if it can be done with minimal tax consequences. We recommend that clients move their equity levels closer to neutral and use the proceeds to invest in short-term bonds.
Virtue Asset Management: 2023 Review and 2024 Outlook
virtueam.com
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Even 50% off a $5,000 item is still a hefty $2,500 out of your budget, said Robert Finley, a certified financial advisor and founder of Virtue Asset Management in Chicago, in an email. Try not to be “seduced by a discount,” he added.
6 Things You May Not Realize Are Discounted on Black Friday - NerdWallet
nerdwallet.com