Resources & Investment Updates From Komara Capital Partners
Resources
The Cycle of Market Emotions
The Financial Inflection Point Assessment™
The Retirement Confidence Guide™
The 401(k) Decision Guide™
The Wealth Preservation & Simplicity Guide™
The Life-First Financial Alignment Guide™
The Retirement Income Transition Guide™
The Financial Inflection Point Guides™
Buying vs. Renting a Home in Florida: 6 Aspects to Consider
8 Aspects To Consider For Financial Accounts at Multiple Institutions
How Tax-Loss Harvesting Is Naturally Baked Into Our Process
What is the Best Business Entity Type For You?
Our Systematic Investing Process
5 Common Money Management Mistakes And How to Avoid Them
What Is A Trust?
What Is A Will?
News & Monthly Investment Updates
A ‘Magnificent’ Change In U.S. Equities Leadership
Every market seems to develop a group of stocks everyone generally agrees on. For the last several years, that group had seven members and a nickname.
Owning them worked. Not owning them cost you. And the longer that went on, the more it started to look like a rule instead of a stretch of very good performance.
This year, the group has been quiet and the market has gone up anyway.
Recognizing a change like that in advance sounds easier than it is. You would have needed to know when the old leadership was ending. Then what would replace it. Then when the new leadership was established enough to act on. We would rather require evidence than depend on getting that sequence right.
This month’s Note digs into the changing leadership in U.S. equities, the cost of waiting for confirmation, and why a systematic invest process does not need to be the first to recognize a new trend.
But first, here’s a summary of the global asset classes utilized in our portfolios and their exposures for September.
Medicare vs. Medicaid: The Woody & Buzz of Retirement Healthcare
If you know the Toy Story movie franchise, think about the iconic duo of Woody and Buzz Lightyear. Both show up in Andy’s room with the same overarching mission: be there for their kid. But their toolkits couldn’t be more different. One is a pull-string cowboy built on traditional grit; the other is a high-tech Space Ranger equipped with lasers and a karate-chop action.
In retirement planning, Medicare and Medicaid operate in a similar same way.
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