Share this post Share on facebook Share on google Share on twitter Share on linkedin Share on pinterest Share on print Share on email These are three very important characteristics we need to consider when designing our portfolios for 2021. The momentum is definitely positive and will be a wind at our back. This is … Continue Reading
In light of the volitility we have seen throughout the course of 2020, Independent Solutions Wealth Management has been monitoring our strategies carefully and focusing on readying our portfolios for our next steps.
Paul Meeks shares his insight on the 2021 market predictions, the IPO landscape, and more.
I’m a tech investor. Most of my sector has crushed it during the pandemic as the world rushes to digitize. Tech’s the beast. Game over. After the “revenge of the nerds” rotation back into cyclical and value names peters out next year, I bet that tech will continue to outperform.
The greatest threat to tech stocks today was the suits filed by the Federal Trade Commission (FTC), state attorneys general that seeks to force Facebook (FB) to unwind its acquisitions of WhatsApp (purchased for $19B in 2014), and Instagram (bought for $1B in 2012, which may be the greatest tech deal ever).
We know why salesforce.com (CRM, $225) wants to buy Slack (WORK, $43). The customer relationship management software titan just posted quarterly bookings growth of only +10% YTY and it promises a 20% revenue CAGR.
The 2020 Presidential Election is just days away, and many things are impacting the markets. John Thur, CFA, Dan Neiman, CIO, and Paul Meeks, CFA are on the Independent Solutions Wealth Management Investment Committee and have put together three big market commentaries. Here is a sneak peek of the articles the investment committee has written.
Certified Financial Analyst Paul Meeks is on CNBC’s Trading Nation with Eric Chemi to talk about big earnings reports.
With less than a month to the election, I’m not worried about it, or at least not directly. I’m focused on the Congressional logjam that has prevented passage of CARES Act II, or whatever it’s to be called.
This week, Independent Solutions Wealth Management’s Investment Committee members, Dan Neiman, and Paul Meeks share with Wealth Management Magazine their outlook for the remainder of the year 2020 in the featured article titled “Transitioning Portfolios to Business 2.0”.