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The Milwaukee Company provides wealth management services to long-term investors who are focused on wealth preservation.  We manage client accounts using tactical asset allocation strategies based on historical evidence, academic research and quantitative analysis.  Our client’s ... more

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Market Week In Review - Friday, May 15
The U.S. stock market ended the week lower amid plummeting retail sales and Fed Chairman Jerome Powell describing the economy’s path as uncertain.
The Market Week In Review - Friday, May 8
The price of gold was little changed on the week, rising only $2 to $1,709 an ounce. The price of crude oil continues to rise higher after dipping below $0 a barrel on April 20th.
Perspectives + Prospects - Saturday, May 2
Despite the GDP revealing that the U.S. economy shrunk by 4.8% in Q1 of 2019, the U.S. stock market ended the week higher amid optimism for a coronavirus treatment. Interest rates moved higher, as the ten-year treasury yield rose from 0.60% to 0.64%.
Perspectives + Prospects - Saturday, April 25
The U.S. stock market ended the week lower, as oil continues to plunge and coronavirus concerns linger. These concerns also sent interest rates lower, as the ten-year treasury yield fell from 0.65% last week, to 0.60% on April 24th.
Hedging Coronavirus Market Risk With Stock Options
Option contracts can help investors can hedge downside risk when the potential for market loss is elevated.
The Market Week In Review - Saturday, April 11
The U.S. stock market ended the week largely higher amid the Federal Reserve unveiled a $2.3 trillion lending program and post-pandemic optimism.
Your IRA – Its Really Amazing
Recent legislation has relaxed some of the restrictions and taxes on IRA distributions.
The Market Week In Review - Friday, April 3
The U.S. stock market started the week fairly strong but ended the week lower amid grim coronavirus forecasts and skyrocketing unemployment claims.
Does The 1918-20 Flu Pandemic Offer Lessons For Coronavirus Fallout In 2020?
Studying history to manage expectations about the future comes with a truckload of caveats, but for rare events, such as the current coronavirus crisis, the past is one of few tools for developing perspective
The Market Week In Review - Friday, March 27
The price of crude oil continues to fall steeply, dropping nearly 9.0% to $21.57 a barrel, as demand falls due to the coronavirus and supply balloons from producers competing for a market share in a price war.
The Market Week In Review - Friday, March 20
The U.S. stock market continues to fall over fears of the coronavirus and its impact on the global economy.
How Is Coronavirus Shaping Economic Expectations? A New Survey Offers Initial Results
The crisis will reorder many facets of how the world thinks about markets and macro and quite a lot of the attitude adjustment will likely fall under the general topic of behavioral factors.
The Market Week In Review - Friday, March 13
After Trump announced a national emergency today and government stimulus, stocks soared over 9.0%. However, this only mitigated a portion of the stock market's large losses on the week as major indices still finished down over 8.0%.
Equity Factor Strategies Aren’t Immune To Mean Reversion
Factor premia typically look compelling in long-term profiles, but results are subject to volatility and more than a trivial amount of noise in any given year — and sometimes over longer stretches.
Making Lemonade Out Of Lemons – The Power Of Roth IRA Conversions In A Down Market
The sudden spike in stock market volatility has led many individual investors to look for ways to de-risk their investment portfolios. A Roth IRA conversion is an unconventional way to reduce the harm caused by a market correction.
The Market Week In Review - Saturday, Feb. 29
The U.S. stock market plummeted on the week as coronavirus fears ramped up.
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