Apr 5, 2014
For this week’s charts, please click here.
Featured Investment Intelligence
Buzz Around the Subject of High Frequency Traders Created by Michael Lewis’ New Book “Flash Boys: A Wall Street Revolt”
•Regulatory Implications of Order Flow Information Being Sold to Trading Houses
•Current and Future Implications of High Frequency Trading and Order Flow
•The 2010 “Flash Crash” example
First Quarter Results: Highlights From the JPMorgan Q2 Report
Click here for the full report.
Three Key Components of a Successful Investment Plan
1.Absolute Benchmarking: Once an investment plan names a target rate of return, investment selection is empowered
2.Scientific Measurement: MGAM Advanced Performance Report – Call to request an appropriate sample
3.Allocation Strategy: MGAM Tactical Dynamic Allocation Strategy
Tactical allocation provides a planning tool adjusting portfolios for the economic cycle, but does not eliminate risk or assure future performance.
MGAM Long Term Investment Themes
•Energy
•Infrastructure
•Water
•Healthcare and Wellness
•Emerging Market Ascendancy
•Real Estate
Planning Tip of the Week
Some employees have more than 10% of their portfolios in company stock. That much exposure can pose a risk to your retirement savings.
This Week’s NWR Package Includes:
Market Commentary
•MGAM Tactical Dynamic Allocation Strategy
•Guggenheim Partners Macro View
Investment Information
•Cash Flow Strategies
•Candidate List
•Dividend Report
To receive the entire package, please call our office at (214) 720-4400 or click/touch here to Request a NetWorth Radio Package.
The Next Step
To schedule your 2014 planning session, call (214) 720-4400 or Set an Appointment. Complete our questionnaire to start your plan with specific insights and recommendations and performance tracking. For more information on our performance tracking software, visit Advent.
Thank you for taking the first steps to upgrading your investment plan!
Minimum consolidation is $500,000 during your first year of working with the McGowanGroup.
McGowanGroup Asset Management, Inc is a Federally Registered Investment Advisory Firm.
Securities offered through independent firm, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA/ SIPC.
McGowanGroup and Spire only transact business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. Follow-up and individualized responses that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with state investment adviser and investment adviser representative registration requirements, or an applicable exemption or exclusion.