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Bi-Monthly Market Review “Comprehensive Investing Strategies in 2014” (Solving Investors’ Dilemmas) March 20 , 2014. Kevin M. Wilson, PhD Chairman/CEO. Ted A. Pavlovich, WMS President/Wealth Mgmt. Advisor. Office: 218-464-4399 Toll Free: 877-327-5062 Fax: 218-464-4397

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Presentation Transcript
slide1

Bi-Monthly Market Review

  • “Comprehensive Investing Strategies in 2014”
  • (Solving Investors’ Dilemmas)

March20, 2014

Kevin M. Wilson, PhD

Chairman/CEO

Ted A. Pavlovich, WMS

President/Wealth Mgmt. Advisor

Office: 218-464-4399

Toll Free: 877-327-5062

Fax: 218-464-4397

Email: [email protected]

www.bluewatercapitaladvisors.com

1405 Medical Arts Building

324 W. Superior Street

Duluth, MN 55802

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our new team at bwca kevin m wilson
Our new team at bwcaKevin m. Wilson

Matt Timpane

Bret Gitar

Nate Weiland

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Some Plans Make All Of The

Decisions For You – But What

If You Have To Decide?

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You May Have Some Choices

To Make On What To Own

And How Much To Own

2. Allocation

1. Process

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Trends Can Last A While, But

Then Change Rather Suddenly

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We’re Different….

…We Do Our Best To

Ring-Fence Your Risk

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Stocks Appear Over-Valued

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-57

-22

-26

-36

-34

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Mom.

Val.

Momentum,

Value, L/S,

Yield/Carry

L/S

Y/C

Cliff Asness

revised outlook for 2014
Revised outlook for 2014

KEVIN M. WILSON

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But Some Trend Indicators Have Not

Yet Peaked (e.g., New Highs-New Lows)

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There Are Other Factors To Consider:

1) Margin Debt at $453 Billion

2) Insider Selling Is Setting Records

3) IPO’s Are Increasingly Frothy

4) Copper & Iron Ore Prices Falling

5) Profit Margins Very High

6) Share Buybacks Decreasing

7) Cash Inflows Slower Than In 2013

summary

We’re Able To Help With Retirement Plans

Our Tactical Segmentation Approach Limits Risk

Markets Will Correct Soon, But The Bull Run

May Continue

4. Volatility May Return To Markets

Summary

KEVIN M. WILSON

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q & a

KEVIN M. WILSON

TED A. PAVLOVICH

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Disclaimer

This report is provided for informational purposes only and does not constitute an offer or solicitation to purchase or sell any security or commodity and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Any opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, for its accuracy and interpretation are not guaranteed.

Investing in securities involves risk, including possible loss of principal. Past performance should not be taken as an indication of guarantee of future performance and no representation, express or implied, is made regarding future performance.

The firm does not provide tax advice; clients should contact their attorney, accountant, or other tax adviser regarding tax matters.

“BWCA is a state registered investment adviser in all states in which it is required to be registered. All Blue Water Capital Advisors’ customer assets are held in the customer name with Fidelity Institutional Services, clearing through National Financial Services (NFS), Member SIPC, a Fidelity Investments Company as Qualified Custodian.”

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