About Jeffrey Johnson

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So far Jeffrey Johnson has created 18 blog entries.

EARNINGS! EARNINGS! EARNINGS!

Stocks Fly! Stock markets are off to a strong start in 2017 fueled by healthy earnings growth. As companies in the S&P 500 index begin to report their results for the 1st quarter, aggregate sales and earnings growth are currently up 4.4% and 13.2%, respectively, when compared to last year. Political tailwinds? While much of [...]

“The Plow Horse is Dead”

We continue to observe evidence of accelerating economic growth, an environment that historically bodes very well for stocks. We remain optimistic and anticipate a positive investment climate to persist for much of 2017. Brian Wesbury, Chief Economist for First Trust Portfolios, shares a similar viewpoint in this short video about how and why he believes [...]

By | April 7, 2017|Investor Education|0 Comments

#Brexit

What happened?  On June 23, United Kingdom (UK) voters sent shockwaves through financial markets around the world by opting to leave the European Union (EU) by a 52% to 48% margin. The vote, commonly referred to as “Brexit” (by merging Britain and exit), sent the British Pound to a 31 year low versus the U.S. [...]

By | June 30, 2016|Economics|0 Comments

Does your crystal ball bounce?

We currently observe weakening economic conditions and slowing corporate earnings growth combined with elevated equity valuations. With the odds of the U.S. economy slipping into recession increasing and heightened levels of geopolitical risk, we believe it is prudent to focus on capital preservation, reduce portfolio risk, and maintain a conservative bias. Periods of market [...]

By | March 25, 2016|Market Performance Review|1 Comment

Investment Strategy – 2nd Quarter 2015

What You Need to Know What’s happening in Greece? Greece is broke and refuses to change its “living beyond its means” behavior. As its creditors and European leaders engage in a high-stakes game of political chicken, the fate of the Euro currency and the balance of power in Europe are at stake. There is [...]

By | April 1, 2015|Investment Strategy|0 Comments

Investment Strategy – 1st Quarter 2015

Key Developments – 1st Quarter         Asset Category Action Plan Equity: Adjustments made throughout the winter months towards a slightly defensive posture prepared portfolios for the choppy, volatile market action that plagued the 1st quarter of 2015. We observe the potential for a range-bound market environment to persist creating opportunities in some [...]

By | January 5, 2015|Investment Strategy|0 Comments

Investment Strategy – 4th Quarter 2014

  Asset Category Action Plan Equity: Numerous adjustments occurred during the 4th quarter to rotate equity allocations away from higher risk categories in favor of those with defensive characteristics. During the market selloff in October we added several sector index holdings with a focus on healthcare, consumer staples, utilities, and commodities. (Additions were dependent on [...]

By | December 18, 2014|Investment Strategy|0 Comments

Investment Strategy – 3rd Quarter 2014

Key Developments   Asset Category Action Plan Equity: During the quarter, equity transactions focused on reducing risk within portfolios by eliminating weaker, under-performing holdings in favor of funds that are demonstrating the ability to out-perform their peers and navigate the recent volatility. We continue to seek opportunities in select sectors with attractive long-term macro themes, such [...]

By | July 1, 2014|Investment Strategy|0 Comments

Investment Strategy – 2nd Quarter 2014

Key Developments   Asset Category Action Plan Equity: Diversified equity allocations will be maintained near each client’s target level though we remain prepared to respond to a potential reversal in the 5-year old market uptrend. We continue to seek opportunities in select sectors with attractive long-term macro themes, such as healthcare, biotechnology, and energy. Additionally, after [...]

By | April 1, 2014|Investment Strategy|0 Comments