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Blumenthal Appears on Fox Business News

Posted on 03.27.17 |

On March 20, 2017, CMG CEO and CIO Steve Blumenthal appeared on Fox Business News’ “Countdown to the Closing Bell with Liz Claman.”  Ashley Webster filled in for Liz Claman.  Ashley pointed to Amazon and Google and the great moves they’ve had – a recent proof statement that all is well.  We humans are herd beings.  Steve’s suggestion was if you do nothing else, put a 200-day moving average stop-loss on everything you own.  Here’s the clip:

The Trump rally has been amazing.  The equity market trend remains bullish.  Risk remains elevated as we sit at the second most expensively priced market in history and the Fed is raising, not lowering, interest rates.  We’re cautious.

Categories: CMG News, Tactical Investment Strategies Tags: On My Radar, Stephen Blumenthal, Steve Blumenthal, Trade Signals

CMG’s Total Portfolio Solution Whitepaper Free Download

Posted on 07.06.16 |

CMG Capital Management Group AdvisorCentral Total Portfolio Solution WhitepaperIn this whitepaper, we describe a total portfolio solution—a comprehensive approach to building resilient investment portfolios for individual investors.

Modern portfolio theory (MPT) tell us it is possible to construct optimal portfolios offering the maximum possible expected return for a given level of risk. We believe it is important to emphasize that risk is an inherent part of higher reward. You can’t get something for nothing, the saying goes. The price for higher returns is greater risk. However, we believe investors can mitigate risk by sticking to a common-sense discipline.

Read More >

Categories: CMG News, Tactical Investment Strategies, top posts Tags: Enhanced Modern Portfolio Theory, Steve Blumenthal, Total Portfolio Solution Whitepaper

Bill Gross Warns of Super Crash

Posted on 06.13.16 |

Steve Blumenthal on Twitter

Bill Gross Warns Of Supernova Epic Market Crash https://t.co/vhOPmo4hoR #OnMyRadar

— Stephen Blumenthal (@SBlumenthalCMG) June 13, 2016

Categories: CMG News Tags: Stephen Blumenthal

CMG Adopts GIPS Standards Verified By Ashland Partners

Posted on 05.25.16 |

CMG Capital Management GroupCMG Capital Management Group, Inc. has adopted Global Investment Performance Standards (“GIPS”) for investment performance calculation and reporting. CMG has chosen Ashland Partners & Company LLP to verify its GIPS policies and procedures.

“With all of the discussion regarding fiduciary standards, we believe it is only a matter of time before the GIPS® standard is adopted industry-wide,” said CMG President, PJ Grzywacz.

“The verification process is very robust. We didn’t want to just implement GIPS policies and procedures – we wanted to be verified by the industry leader, Ashland,” said Andrew Elkin, CMG’s COO and Chair of the firm’s GIPS committee.

Third party verification brings additional credibility to a firm’s claim of compliance and requires robust review of performance composites and thorough testing of policies by the independent party. CMG chose Ashland Partners, an industry leader with eight offices worldwide, for verification because of their long history as a GIPS service provider. Since its founding in 1992, Ashland’s sole focus has been on providing GIPS compliance and verification services to the investment management industry.

See the full press release.

(GIPS® is a registered trademark owned by CFA Institute)

Categories: CMG News, top posts Tags: GIPS

Building A Hunker Down ETF Portfolio – Blumenthal at Barron’s

Posted on 02.25.16 |

Steve Blumenthal, CEO, CMG Capital Management Group, speaking with Barron's Funds reporter Chris Dieterich about ETF StrategistsSteve Blumenthal, CEO of CMG Capital Management Group, tells Barron’s funds writer Chris Dieterich that his firm has been clinging to ultra-safe bonds and utility stocks during the market storm. The video segment How to Build A Hunker Down ETF Portfolio, can also be seen below. An excerpt:

“We are what is called an ETF Strategist. We design and build portfolios for specific reasons. ETFs are a great tool because they offer so many ways to have concentrated exposures to markets on a low fee basis.

“Most of the leadership we see now is in fixed income. When we look at our portfolio we’re looking at relative strength. We’re looking to compare different ETFs against each other.”

Categories: CMG News, Fixed Income, top posts Tags: Barron's, Chris Dieterich, ETF Strategists, Steve Blumenthal

Inside ETFs Wrap Up

Posted on 01.31.16 |

Steve Blumenthal at "Gold For Tomorrow" Panel, Inside ETFs

Steve Blumenthal at “Gold For Tomorrow” Panel, Inside ETFs

We had a great time at Inside ETFs in Hollywood, Florida from Sunday – Wednesday this week. The conference gets bigger and better every year as the $2 trillion ETF industry continues to grow. More than 2,000 people heard some of the brightest minds in finance talk about the markets, investing and the ETF industry.

This year, CMG Capital Management Group CEO Steve Blumenthal was on the “Gold For Tomorrow” panel. Blumenthal discussed A Gold Metric to Gauge Buy/Sell Opportunities and commented that “Gold moves when there is a loss in confidence in government leadership and the central bank.”

Blumenthal also breaks down the highlights of the conference, including presentations from Jeremy Siegel, Jeffrey Gundlach, and John Mauldin in this weeks On My Radar: The Last Bull Standing. Below, highlights of the conference from Eric Balchunas of Bloomberg.

Categories: CMG News, Conferences Tags: Gold, Inside ETFs, Jeffrey Gundlach, Jeremy Siegel, John Mauldin, Steve Blumenthal

End of Growth Cycle Likely, Blumenthal Tells WSJ

Posted on 01.15.16 |

Ask Not (Only) How China Slowdown Affects U.S.; Ask How U.S. Affects China
by Leslie Josephs

The Wall Street JournalConcerns about China’s slowing economy may be top of mind for investors, but issues plaguing US companies have a role. Wal-Mart, which sources some goods from China, is planning to close 2% of its stores while suppliers of smartphone components in Asia have warned about a demand slowdown.

“It’s all interconnected,” says Steve Blumenthal, CEO of CMG Capital. “From Wal-Mart to the supply chain [of] Apple, it’s a signal that we’re likely at the end of this growth cycle and headed into a recession.”

Wal-Mart falls 1.2%, while Apple’s off 3.4%. S&P 500 is down 2.4%.

See Wall Street Journal MoneyBeat story

Categories: CMG News, Tactical Investment Strategies Tags: recession, Steve Blumenthal, The Wall Street Journal

Blumenthal in WSJ on Valuations And Forward Returns

Posted on 12.08.15 |

The Wall Street JournalCMG Capital Management Group CEO Steve Blumenthal analyzes stock valuations and projected forward returns of the U.S. equity market for a column in The Wall Street Journal. Excerpt:

“Valuation metrics can tell us a lot about probable forward returns,” says Mr. Blumenthal. The table helps drive home the point that buying stocks when they are reasonably priced relative to company earnings increases the odds of decent long-term returns. By contrast, historically when the P/E ratio was at a high level, the index didn’t perform well over the next 10 years, he says.

See the full story in The Wall Street Journal: Aha! How Stock Valuations Can Shape Long-Term Returns.

Categories: CMG News, Tactical Investment Strategies, top posts Tags: Steve Blumenthal, Stocks, The Wall Street Journal, valuations

How To Profit From Runaway Debt And The Next Global Recession

Posted on 12.06.15 |

Forbes

Steve Blumenthal’s latest Forbes article outlines three big investing and market risks in 2016, and how investors might capitalize on opportunities presented in these scenarios.  The beginning of the story is below, with a link to the full copy. See the archive of Steve Blumenthal’s catalog of Forbes articles.

Read More >

Categories: CMG News Tags: Forbes, Steve Blumenthal

Junk Bond Defaults Growing

Posted on 06.15.15 |

Junk-Bond Defaults Growing as Pressure From Commodities Persists http://t.co/9SHLSNFwRw via @business @askcmg

— Stephen Blumenthal (@SBlumenthalCMG) June 15, 2015

Categories: CMG News Tags: high yield, Junk Bonds, Stephen Blumenthal, Steve Blumenthal

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  • Building A Hunker Down ETF Portfolio - Blumenthal at Barron's
  • Blumenthal in WSJ on Valuations And Forward Returns
  • CMG's Total Portfolio Solution Whitepaper Free Download
  • CMG Adopts GIPS Standards Verified By Ashland Partners
  • Charting The New Bull Market in Gold - Blumenthal in Forbes

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This presentation does not discuss, directly or indirectly, the amount of the profits or losses, realized or unrealized, by any CMG client from any specific funds or securities. Please note: In the event that CMG references performance results for an actual CMG portfolio, the results are reported net of advisory fees and inclusive of dividends. The performance referenced is that as determined and/or provided directly by the referenced funds and/or publishers, have not been independently verified, and do not reflect the performance of any specific CMG client. CMG clients may have experienced materially different performance based upon various factors during the corresponding time periods.
Hypothetical Presentations: To the extent that any portion of the content reflects hypothetical results that were achieved by means of the retroactive application of a back-tested model, such results have inherent limitations, including: (1) the model results do not reflect the results of actual trading using client assets, but were achieved by means of the retroactive application of the referenced models, certain aspects of which may have been designed with the benefit of hindsight; (2) back-tested performance may not reflect the impact that any material market or economic factors might have had on the adviser’s use of the model if the model had been used during the period to actually mange client assets; and, (3) CMG’s clients may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model. Please Also Note: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance will be profitable, or equal to any corresponding historical index. (i.e. S&P 500 Total Return or Dow Jones Wilshire U.S. 5000 Total Market Index) is also disclosed. For example, the S&P 500 Composite Total Return Index (the “S&P”) is a market capitalization-weighted index of 500 widely held stocks often used as a proxy for the stock market. Standard & Poor’s chooses the member companies for the S&P based on market size, liquidity, and industry group representation. Included are the common stocks of industrial, financial, utility, and transportation companies. The historical performance results of the S&P (and those of or all indices) and the model results do not reflect the deduction of transaction and custodial charges, nor the deduction of an investment management fee, the incurrence of which would have the effect of decreasing indicated historical performance results. For example, the deduction combined annual advisory and transaction fees of 1.00% over a 10 year period would decrease a 10% gross return to an 8.9% net return. The S&P is not an index into which an investor can directly invest. The historical S&P performance results (and those of all other indices) are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual in determining whether the performance of a specific portfolio or model meets, or continues to meet, his/her investment objective(s). A corresponding description of the other comparative indices, are available from CMG upon request. It should not be assumed that any CMG holdings will correspond directly to any such comparative index. The model and indices performance results do not reflect the impact of taxes. CMG portfolios may be more or less volatile than the reflective indices and/or models.
In the event that there has been a change in an individual's investment objective or financial situation, he/she is encouraged to consult with his/her investment professionals.
Written Disclosure Statement. CMG is an SEC registered investment adviser principally located in King of Prussia, PA. Stephen B. Blumenthal is CMG's founder and CEO. Please note: The above views are those of CMG and its CEO, Stephen Blumenthal, and do not reflect those of any sub-advisor that CMG may engage to manage any CMG strategy. A copy of CMG's current written disclosure statement discussing advisory services and fees is available upon request or via CMG's internet web site at (http://www.cmgwealth.com/disclosures/advs).