October 2014 Quarterly Newsletter

November 18th, 2014

Ouch!  The only good news for the past few months’ stock market performance is we are relieved it is behind us.  This quarter the stock market experienced much more volatility and a stiff decline, thereby ending a long string of positive quarterly returns. Click the following link to read our  October 2014 Newsletter

North Bay Investors Presentation

September 12th, 2014

Click the following link to download a copy of the presentation. North Bay Investors 9.13.14

Pring Turner’s Summer 2014 Video Newsletter

August 29th, 2014

July 2014 Newsletter

July 9th, 2014

Pring Turner clients enjoyed strong returns in the 2nd quarter and once again reached all-time highs in wealth (adjusting for deposits and withdrawals). That makes new highs for portfolios in 13 of the last 15 very challenging years. Grateful for the market strength we are also mindful of typical market behavior in the later stages of the business cycle. Late in the cycle, inflation begins to accelerate and our portfolio tactics gradually adjust to these changes. We are prepared to both navigate the challenges and take advantage of the opportunities in the second half of 2014.

Middle-East tensions historically have a direct impact on energy prices and consequently inflation expectations and investment portfolios. Recent rapid deterioration of security and stability in Iraq in addition to unrest in Libya, Syria and Egypt is certainly an element in the recent upward push in oil prices. One responsibility as conservative investment managers is to determine the implications of Middle-East turmoil and proactively position portfolios for the consequences.  Click Here to Continue Reading

Pring Turner: Protecting & Growing Wealth with Contrarian Investments

June 9th, 2014

Contrary investing is the concept involving taking the opposite side of the majority or the “conventional wisdom” of the day and can be very effective when opinion is heavily one-sided. In this commentary (click to read) we highlight two contrary ideas currently featured in our privately managed accounts and actively managed ETF.

Watch the Spring 2014 Video Newsletter

April 28th, 2014

April 2014 Newsletter

April 14th, 2014

Typical Pring Turner client portfolios glided smoothly and profitably through the first quarter and finished nicely higher. The typical Pring Turner client once again reached another new high benchmark in wealth (adjusting for deposits and withdrawals).  Helping results, bonds were strongly positive in the quarter. Stock sectors that also boosted your portfolio to new high levels were the commodity and natural resource related areas, especially precious metals and energy. We expect these stocks will continue adding to your portfolio profits.

The battle today in the financial markets is the struggle to find the tipping point between the forces of deflation or inflation. Central bankers around the globe are making concerted efforts to lift their respective economies out of the lingering deflationary effects left behind from the financial crisis of 2008-2009. Recent leading economic data from around the world points toward a budding synchronized global expansion for the first time in six years. As we move further into 2014, global tailwinds also support the strengthening U.S. economy and tipping the balance closer to higher inflation. Click Here to Continue Reading Our April 2014 Newsletter

AAII Florida Presentation

March 20th, 2014

Click the link below to download the Presentation *Note Large File – may take a minute to download*

March 2014 AAII Florida

After a 177% Gain, What Should Investors Emphasize Now?

January 28th, 2014

In March 2009 the S&P 500 reached its lowest point since the turn of the 21st century. Nearly five years and 177% later many investors find themselves looking on from the sidelines with substantial cash positions. The S&P 500 continues to make new highs, leaving many stock valuations stretched to the upside. The low hanging investment fruit have already been picked over making it much more difficult to find bargain investment opportunities. Now more than ever in order to succeed investors need to employ an investment roadmap that adapts to the ever changing financial market landscape… click here to continue reading

2014 $IRS Presentation

January 22nd, 2014

Click Here to Download A Copy of the 2014 $IRS Presentation