“We ask: “Have we robbed Peter to pay Paul?” In other words, has the 39% bounce (through 06/03/20) off the S&P 500’s March low pulled forward gains that can’t possibly be built or sustained given the full and speedy COVID recovery reflected in stock prices? If the answer is “yes,” then we’re set up for a disappointing second half of 2020. “
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”. The article discusses COVID’s profound impact on the markets and what it means for companies in their transition to what we can refer to as ‘Business 2.0’.
We wanted to thanks WealthManagement.com for the opportunity to be a part of this publication.
To check out our article in the first issue of Wealth Management Magazine of 2020, click here.
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All opinions expressed Paul Meeks and Dan Neiman are solely Meeks’ and Neiman’s opinions and do not reflect the opinions of Independent Solutions Wealth Management, LLC (“ISWM”). You should not treat any opinion expressed by Meeks and Neiman as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Meeks and Neiman’s opinions are based upon information he considers reliable, but neither ISWM nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Meeks, Neiman, ISWM, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided on this website. Meeks statements and opinions are subject to change without notice. No part of Meeks and Neiman’s compensation from ISWM is related to the specific opinions he expresses. Past performance is not indicative of future results. Neither Meeks, Neiman, nor ISWM guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. Before acting on information, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from an investment adviser.
Investment Committee Member Paul Meeks was on CNBC’s Squawk on the Street to discuss his broad take on equity markets and government impact on certain stocks. Watch here!
Paul Meeks was in a Barron’s article regarding Arm’s IPO price and gives his thoughts on the nature of the valuation. Read here for details!
Paul Meeks was featured in a CNBC article explaining why he may buy certain tech stocks after the hype has ran its course. Read the article for details!