The Outlook

Posted on November 14, 2011 by The Weekly Commentary

Recently, I attended the IMPACT investment conference with 3,000 other top financial advisors and leading investment experts hosted by Schwab in its hometown of San Francisco. I attended a number of information-rich education sessions and hands-on technology in the topical areas of economics, Investment strategies, Regulatory issues, as well as global politics. Among the speakers, many of which were interviewed: Bill Gross, the foremost expert on fixed income; Liz Ann Sonders, Schwab’s Chief Investment Strategist; Tony Blair, the former Prime Minister of the UK, and Chuck (Mr. Charles Schwab).

In summary, the global economic outlook is not so bad after all; but there is a huge risk that Europe could de-rail our economic recovery in the U.S. The risk is big enough, at this time, to make preservation, conservative, and moderate risk investors hesitate before adding more stock and stock mutual funds to their portfolio in a lump sum. Click here to read more

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