A New Bull Market Or-A-Textbook-Bear-Market-Rally (1)

For a great many investors, the question of the day is if the recent rebound in stocks represents the beginning of a new bull market or a run-of-the-mill bear market rally.

Decades of experience in the stock market game have taught us that it is impossible to know the answer to this question without a healthy dose of hindsight. As such, we believe the best approach to these situations is to (a) look at both sides of the argument, (b) develop a plan based on the outlook, and (c) remain flexible, nimble, and open-minded.

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We describe the Horter investment management platform by using the terms “Low Risk” and “Low Volatility” to emphasize the strategies employed by our money managers. However, notwithstanding the risk management strategies employed by these money managers, certain investment portfolios employed by our money managers present a greater degree of investment risk than others depending upon the performance of the underlying securities. We typically refer to these strategies as “Moderate Risk” and “Moderate Volatility”. Such performance can be impacted by a number of risk factors, including but not limited to (i) the level of price volatility (equity securities generally have greater price volatility than debt securities, (ii) changes in interest rates, and (iii) the ability of the manager to purchase or sell a security in a timely manner at desired prices.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Horter Financial Strategies, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, Schwab and Nationwide Advisory Solutions.