Asset Allocation Strategist / Fiduciary Consultant
Location: NYC, New York, NY, United States
Contributor's Links: Blog

Dynamic asset allocation insights are for educational purposes only and not a solicit to buy or sell securities. Mr. Grennon is not a registered investment adviser.

ALL CONTRIBUTIONS

Bubbles Pop, They Don't Just Deflate
When stock valuations are this high, you can expect not just lower average returns going forward, there is also the potential for a pop in the bubble.
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The Fed Is Absolutely Right
Money velocity and wage inflation is the key to understanding inflation.
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Bearishness Hits Advisors
Mood and sentiment with investment advisors turn; the 'smart money' is in a bearish mood.
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The Price Wave Plus The Price Wave-Trend Of Bonds Remain Bearish
Both the Price Wave plus the Price Wave-Trend of bonds remain bearish.
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Stocks Have Been In A Downward Oscillating Trend Since June Of 2020
Measured by the Wave-Trend in stocks, the pattern has clearly topped for US stocks.
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Long-Term TIPs Market Pointing To Deflation (Not Inflation)
The TIPs Wave Trend is still very negative which means that the bond market looks at long-term inflation and is more concerned about deflation than inflation.
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STOCKS I FOLLOW

HSGFX Hussman Strategic Growth Fund

TWEETS

PERSONAL BLOG

Latest Posts
Stocks, Bonds, Cash - Mid-Term Return Expectations
Stocks are pushing the boundaries of valuation but still remain more attractive on a relative basis.

Work Experience

Asset Allocation Strategist / Fiduciary Consultant
Self-Employed
March 2021 - Present (6 months)

I develop investment systems and asset allocation applications for fiduciary plan sponsors, investment advisors, and investment companies.

For more information, visit: https://www.terrygrennon.com

Principal Plan Sponsor Consultant Consultant
Fiduciary Focus, LLC
January 2018 - Present (3 years 8 months)

A trusted advisor to senior executives at mid-to-large sized professional services firms on retirement plans through my firm, Fiduciary Focus, LLC.

Principal Strategist
TG Asset Management, LLC
April 2010 - December 2017 (7 years 10 months)

Oversaw asset management firm designed for retirement plan assets. Developed and launched a dynamic asset allocation approach and system for counseling plan sponsors and retirement plan participants.

Co-Portfolio Manager, Director - Asset Allocation
AXA US
January 1999 - March 2010 (11 years 4 months)

Architect and co-portfolio manager to four equity ETF portfolios and six fund of fund strategic asset allocation portfolios with assets under management of $30B+.

Lead manager for the creation, production, and management of asset allocation and portfolio manager research services across all individual investor products and institutional 401k plans.

AVP - Investment Management
Chase Manhattan Bank (JPMorganChase)
January 1998 - December 1998 (1 year)

Role included coverage of international equities on the Dynamic Asset Allocation team.

Education

The Wharton School
Certificate
2019 / 2019
Asset Management
QuantInst
Non-Completion
2019 / 2019
Python
Hobart and William Smith Colleges
Bachelor's Degree
1985 / 1989
Cultural Anthropology<br/>

Publications

Building a Balanced Portfolio
Terry Grennon
The Motley Fool
12/31/2013
The Asset Allocation Pragmatist
Terry Grennon
The Motley Fool
11/27/2013