Blog Elements – Page 8 – AxxcessWealth

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Reflections on recent volatility

Michael Seid, News

February 13, 2018/by admin

3D Printing: The Future Of Manufacturing

Kevin Manzo, News, Themes- Innovation

Though it took several decades to really catch on, once factories switched from steam power to electrical power, the manufacturing world exploded. Productivity improved, wages improved, and the entire manufacturing landscape was changed for the better. Wouldn’t it have been awesome to have been an investor who got into electricity before everything boomed? It’s too […]

February 13, 2018/by Kevin Manzo

Reflections on recent volatility

Michael Seid, News

February 13, 2018/by admin

3D Printing: The Future Of Manufacturing

Kevin Manzo, News, Themes- Innovation

February 13, 2018/by Kevin Manzo

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Reflections on recent volatility

Michael Seid, News

The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google “what happened to XIV” and you will learn quite a bit about trading volatility. Best we can tell, the unwinding of this particular trade played a significant role in taking what would have just been a bad day in the market to seeing equity indexes enter into “correction territory” – a 10% pullback from recent highs – in 4 days.

Corrections should be seen as a healthy resetting of valuations. They should also remind us to take a look at the risks inherent in any investment strategy – the risk of loss.

Over the past year, Axxcess has been working on the development of a new set of tools to help monitor portfolio risk. The development of these tools has allowed our Advisor’s to “stress test” portfolios against a variety of technical, policy-driven, and economic scenarios.

What is unique about these tools is how they illustrate the potential impact risks can have on both current portfolios and proposed strategies by using historical research and analysis on how economic indicators are correlated. The most important outcome is an understanding of each portfolios’ sensitivity to market movements and the potential sensitivity to loss. Measuring this becomes extremely useful when coupled with an understanding of your sensitivity to loss.

How do we do that? We have created a risk tolerance survey and incorporated a scoring methodology that evaluates your sensitivity to loss. Instead of outputting only a score, our methodology creates a measure of this risk in percentage terms. For example, a conservative investor score translates to a portfolio with a potential loss exposure of 10% or less.

We have highlighted trending scenarios here.

Risk Tolerance is required to be revisited with clients at least annually. A number of things can change your Risk Tolerance Score: job change, income, age, or changes in life circumstances such as the birth of a child, death, divorce, and/or sale or acquisition of a business or real estate, etc. It is important to make sure that your investment risk tolerance matches your portfolio allocations when selecting your investments.

We have developed a secure, online form that will score and record your responses in lieu of sending out a paper questionnaire.

Looking Ahead

2018 has begun with strong economic growth. GDP as forecasted is expected to rise more 4% in the first quarter. More than 85% of companies in the S and P 500 beat earnings expectations. Wage growth increased 2.9% over the past year. With corporate tax reform becoming law, the financial health of US businesses should continue to improve.

However, with strong future expectations, comes inflation. With inflation comes higher borrowing costs. Inflation has been benign for several years, and as we see new policy implemented, both stock and bond markets will need to digest new data. In short, you should expect more volatility in 2018. Historically the equity markets have been roughly twice as volatile as they were in 2017. Sudden spikes give the financial media a lot of material to focus on. Dealing with volatility can be unnerving at times, but it is a more normal behavior of markets.

February 13, 2018/by admin

3D Printing: The Future Of Manufacturing

Kevin Manzo, News, Themes- Innovation

It’s too late to get in on the ground floor for electricity, but the same opportunity is presenting itself once more: 3D printing. 3D printing, also known as additive manufacturing, is simply the process of building objects layer-by-layer instead of using a mold or removing material from a larger block. This opens the door for radically new part architectures, decreased costs, reduced weight, and shorter time to production for manufacturers.

3D printing could completely revolutionize the manufacturing industry just as electricity did a century ago. With the constant pressure to cut cost and gain efficiencies, this is the answer they are looking for. It can drastically cut cost while enhancing accuracy, speed, and customization. As printer capabilities and materials improve and innovation continues, more and more companies will recognize the possibilities and begin to use it.

The long-term growth potential is enormous, and we’ve already seen the beginning. The 3D printing sector took 20 years to reach a market value of $1 billion. It took only five years to double that and reach $2 billion. Analysts believe that in the next ten years 3D printing will grow 400%.

If you want to get in on the ground floor of 3D printing, it’s not too late. Though things are starting to pick up, as with most disruptive technologies it takes time. We are in the adjustment period when it has not yet been widely adopted, so there is still amazing growth opportunity for investors.

As an investment manager, I look beyond the S&P 500 to bring my clients truly unique opportunities. 3D printing is one of them. The possibilities for investment in the 3D printing sector excite me and I’m eager to bring them to my clients. If you want to get in on an innovative technology that could change the world, call me at 858.217.5347 for a complimentary consultation where we can discuss how 3D printing would fit into your portfolio.

About Kevin

Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

February 13, 2018/by Kevin Manzo

Important Information

Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration. Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.

Axxcess offers advisory services independent of Arete. Neither firm is affiliated.

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Half Sized Blog Element (Single Author Style)

Half Sized Blog Element (Multi Author Style)

Reflections on recent volatility

3D Printing: The Future Of Manufacturing

Reflections on recent volatility

3D Printing: The Future Of Manufacturing

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Reflections on recent volatility

Looking Ahead

3D Printing: The Future Of Manufacturing

About Kevin

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