Investment Committee

The CTWM Investment Committee provides a mid-year update about the financial markets.

Watch Vlog

Our Investment Committee has recently approved a tactical shift to our target portfolios. 

IC Blog Post

In our blog post from Monday, we alluded to ongoing discussions our Investment Committee has had regarding allocation positioning in this recent market turmoil.  As we mentioned, we have purposely kept the stock allocation below target during this period of volatility as an additional form of risk control.  Our investment committee has approved a systematic approach to rebalancing por

Our Investment Committee has been meeting daily to strategize on what actions to take given the intense market volatility we have experienced over the last month.  To date, we have purposefully not rebalanced back to target as an additional risk control measure.  We acknowledge that it is difficult to look forward with so much uncertainty and so many currently unanswered questions, bu

A little goes a long way. Perhaps, a phrase many of us can relate to in some way whether we’re referring to a change in our spending habits, showing kindness to a stranger, or adding hot sauce to our dinner. Our investment committee works tirelessly to find opportunities, big and small, to drive better outcomes in the portfolios.

The end of the first quarter of 2019 has brought sunshine, baseball, and one of the best quarters US stocks have seen since the 90’s. While the sharp recovery from last year’s market declines has been a welcomed move, we are mindful that we have just celebrated the 10-year anniversary of the current bull market and the U.S. economy appears to be softening.

We hope that you and your family kept warm as the Polar Vortex sunk its teeth into the northern part of the country.  Our investment committee has been busy sinking its teeth into economic and market data after an eventful and volatile 2018. We have shared our current approach to the investment environment in our latest blog post.

All major US markets will be closed today for a national day of mourning in honor of George H.W. Bush. While it is meant to be a day to reflect on the life and legacy of our 41st president, let it also serve as a day to remind ourselves to take a breath after a challenging day of trading yesterday. 

We are writing to share with you that the Investment Committee has approved another change to target allocations, this time within the bond portion of the portfolio.  Specifically, we will be swapping the Vanguard Total Bond Index Fund with the Payden Low Duration Fund.  This move will continue the theme of reducing the portfolio’s duration (i.e.

When you last heard from us in mid-February, we were amidst a period of heightened stock market volatility, and it was at that time that we noted how the economic indicators we study still suggested that solid market fundamentals would prevail in the near term.  The results of the first quarter earnings season, which just wrapped up last month, continue to make that case.