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Lindner Insights

2017 Predictions vs Probabilities

2017 Predictions vs Probabilities

Call to Action:  Trust the plan you have in place.

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Does Size Really Matter

Does Size Really Matter

Call to Action:   Consider investing in multiple market caps across global markets to limit the negative impact of any one under-performing segment (or market).

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The Randomness of Returns Builds the Case for Diversification

The Randomness of Returns Builds the Case for Diversification

Call to Action:  Invest internationally.  Research shows that maintaining global diversification generates higher expected returns over time.

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The Importance of Setting Expectations

The Importance of Setting Expectations

Call to action:  Help clients set and manage expectations.  Having an IPS in place shows them that their portfolios have been constructed around his/her needs and risk tolerance, thereby providing comfort during times of volatility.

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Do Bulls and Bears care about Donkeys and Elephants?

Do Bulls and Bears care about Donkeys and Elephants?

Call to action:  Focus on things that can be controlled:  controlling expenses, diversifying portfolios, minimizing taxes and staying disciplined with your investing goals.
Election outcomes have no consistent bearing on the direction of the stock market and should be considered little more than a distraction towards your investment goals.

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Reducing Volatility in Portfolios with Managed Futures

Reducing Volatility in Portfolios with Managed Futures

Call to action: Consider alternatives in your client’s portfolio.
The Dog Days of summer have come to a close and so have the days of low volatility. In late July and August the S&P 500 went through one of the longest stretches on record where its’ daily moves were less than 1%, the CBOE Volatility index hit 52 week lows, and stocks were quietly grinding higher. Then, just as we were all returning from vacation, some Fed officials talked of raising interest rates and the market swooned. Using Managed Futures can stabilize a portfolio’s return as inevitable market volatility returns, regardless of the reason.

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Income from Total Return

Income from Total Return

Call to action: Talk with your clients about deriving income from total return not just yield.

General thesis: The prolonged low interest rate environment has investors looking for alternatives to traditional fixed income investments. Many investors have rushed into dividend stocks for yield without enough consideration of the potential risks. Investors should consider deriving income from total return, not just yield.

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Triweekly- Inaugural Edition

Triweekly- Inaugural Edition

Welcome to the inaugural edition of the Triweekly; a timely marketing idea to help you improve your practice, coming to you every three weeks.  The Triweekly is designed to give you and your clients proper perspective of current events and market movements.

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Advisory Services offered through Lindner Capital Advisors, Inc.,
A Registered Investment Advisor.
600 Village Trace | Building 23 | Marietta, GA 30067 | Phone: (770) 977-7779
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Lindner Capital in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.

Form ADV Part 2