by Lance Roberts
Real Investment Advice
Well, my annual family vacation at the beach is coming to an end and soon I will be winging my way back to Houston. While I do love taking time out of my normally busy schedule to focus on those that I most adore, it is always comforting to return home.
However, since I am flying all day tomorrow, I will not be writing my weekly newsletter this weekend. Therefore, I wanted to update a couple of points from last week as we continue to manage risk in portfolios.
While the markets have indeed broken out to new highs, as I addressed earlier this week, it has done so without a significant improvement in the fundamentals.