Weekend Reading: Beach Reading

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.

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