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  • About/
    • About Fundamentum
    • Investment Committee
    • Fundamentum Team
    • Statement of Purpose & Ethics
    • 5 Reasons To Choose Fundamentum
  • Strategies/
  • Philosophy/
  • News & Insights/
  • Advisor Dashboard/
  • Contact/
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Fundamentum

News & Insights

Fundamentum
  • About/
    • About Fundamentum
    • Investment Committee
    • Fundamentum Team
    • Statement of Purpose & Ethics
    • 5 Reasons To Choose Fundamentum
  • Strategies/
  • Philosophy/
  • News & Insights/
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Featured
Global Individual Equity Trade Rationale
Feb 11, 2019
Global Individual Equity Trade Rationale
Feb 11, 2019
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Feb 11, 2019
Tactical Trade Rationale
Jan 29, 2019
Tactical Trade Rationale
Jan 29, 2019
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Jan 29, 2019
2018 Review and 2019 Outlook:  2015/16 Rewind or 2019 Recession?
Jan 9, 2019
2018 Review and 2019 Outlook: 2015/16 Rewind or 2019 Recession?
Jan 9, 2019
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Jan 9, 2019
The Home Stretch
Nov 29, 2018
The Home Stretch
Nov 29, 2018
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Nov 29, 2018
Market Volatility Update
Oct 31, 2018
Market Volatility Update
Oct 31, 2018
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Oct 31, 2018
Bear Market or Recession? Thoughts on the Market
Oct 24, 2018
Bear Market or Recession? Thoughts on the Market
Oct 24, 2018
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Oct 24, 2018
Market Commentary - Q3 2018 Review
Oct 8, 2018
Market Commentary - Q3 2018 Review
Oct 8, 2018
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Oct 8, 2018
Diversification…. Doesn’t Seem Like Such a “Free Lunch” in 2018 So Far
Aug 23, 2018
Diversification…. Doesn’t Seem Like Such a “Free Lunch” in 2018 So Far
Aug 23, 2018

In the 70’s, 80’s and 2000’s, 3 of the last 5 decades, a globally diversified equity strategy would have likely benefited investors more than a US S&P 500 strategy only.

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Aug 23, 2018
Tactical Allocation Changes (Episode 5)
Aug 15, 2018
Tactical Allocation Changes (Episode 5)
Aug 15, 2018
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Aug 15, 2018
Mid-Year 2018 Review & Outlook Commentary
Jul 20, 2018
Mid-Year 2018 Review & Outlook Commentary
Jul 20, 2018

In the long-run, equity markets are driven by corporate earnings and investor confidence, functions of economic growth and monetary/fiscal policy.  However, at the midpoint of the year, 2018 reminds us that in shorter periods, other elements enter the equation.

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Jul 20, 2018
Precursor to Q2-2018 Market Commentary
Jul 13, 2018
Precursor to Q2-2018 Market Commentary
Jul 13, 2018

Please note that we will be publishing a more formal Commentary and Outlook piece in the next couple of weeks, but we recognize you are meeting with clients and would like some color around the markets and our thoughts in the meantime. So, below are a few key market drivers from the first half and our resultant positioning.

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Jul 13, 2018
Strong Fundamentals, But... - Market Talk Podcast (Episode 4)
May 1, 2018
Strong Fundamentals, But... - Market Talk Podcast (Episode 4)
May 1, 2018
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May 1, 2018
Market Commentary - 2018Q1
Apr 9, 2018
Market Commentary - 2018Q1
Apr 9, 2018

After 2017, where all asset classes appreciated with record low volatility and with evidence that the global economic picture was brightening, we began 2018 commenting that our biggest worry was a lack of things to worry about.

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Apr 9, 2018
Keep Calm & Carry On...For Now - Market Talk Podcast (Episode 3)
Mar 26, 2018
Keep Calm & Carry On...For Now - Market Talk Podcast (Episode 3)
Mar 26, 2018
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Mar 26, 2018
Focus On The Data, Not The Noise
Mar 19, 2018
Focus On The Data, Not The Noise
Mar 19, 2018
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Mar 19, 2018
What Now? - Market Talk Podcast (Episode 2)
Feb 9, 2018
What Now? - Market Talk Podcast (Episode 2)
Feb 9, 2018
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Feb 9, 2018
Market Talk Podcast - Episode 1
Feb 5, 2018
Market Talk Podcast - Episode 1
Feb 5, 2018
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Feb 5, 2018
Is the Stock Market Overvalued?
Jan 24, 2018
Is the Stock Market Overvalued?
Jan 24, 2018
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Jan 24, 2018
Let’s Not Forget
Jan 16, 2018
Let’s Not Forget
Jan 16, 2018
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Jan 16, 2018
2017 Review and 2018 Outlook – WHAT WENT “WRONG?”
Jan 9, 2018
2017 Review and 2018 Outlook – WHAT WENT “WRONG?”
Jan 9, 2018
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Jan 9, 2018
View Archive
  • About/
    • About Fundamentum
    • Investment Committee
    • Fundamentum Team
    • Statement of Purpose & Ethics
    • 5 Reasons To Choose Fundamentum
  • Strategies/
  • Philosophy/
  • News & Insights/
  • Advisor Dashboard/
  • Contact/

Fundamentum

Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.

Stratos provides the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, allows their clients to focus more time and energy on their own passions in life.

Today, Stratos has a national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country, all powered by LPL Financial, member FINRA/SIPC.

The opinions voiced in this material are for general information only and are 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. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk including loss of principal.

 

Investment advice offered through Fundamentum, LLC., a registered investment advisor.

Investment advice offered through Fundamentum, LLC, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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