CMG AdvisorCentral

Tactical investing news, views and resources for financial advisors

TwitterGoogle+Linkedin
  • Blog
    • Contributors
  • Advisor Resources
  • About CMG
    • Sitemap
  • Events

Topic List

  • #CMGInspire 1
  • #FPABE 2
  • $SPX 1
  • 2015 1
  • abraham lincoln 1
  • Absolute Return Partners 1
  • accomplishing 1
  • achieve 1
  • Action 3
  • advisor 5
  • Advisor Perspectives 1
  • Advisor Summit 2015 1
  • advisors 4
  • albert einstein 1
  • Albert Schweitzer 1
  • Allianz 1
  • Amelia Earhart 1
  • Aristotle 1
  • Asset TV 1
  • athletes 1
  • Attitude 2
  • Avi Rutstein 1
  • Banks 1
  • Barron's 1
  • baseball 1
  • behavior 1
  • ben franklin 1
  • best 1
  • Big Mo 3
  • BIL 1
  • Bill Gross 1
  • BlackRock 2
  • Bloomberg 4
  • BND 1
  • Bonds 24
  • Brexit 2
  • brian tracy 2
  • bull market 1
  • bullish 1
  • calvin coolidge 1
  • Cambridge Ignite 2014 3
  • Capital 1
  • Care 2
  • Catherine Cowdery 1
  • Challenges 1
  • Charles Schwab 1
  • Chart of the week 2
  • Charts to Follow 1
  • China 1
  • Chinese Economy 1
  • Choice 2
  • Chris Dieterich 1
  • client 1
  • Client Experience 2
  • Client Relationships 3
  • client satisfaction 1
  • clients 3
  • CMG All Asset Strategy 1
  • CMG Capital Management Group 2
  • CMG Global Equity Strategy 1
  • CMG Managed High Yield Bond Program 1
  • CMG NDR Large Cap Momentum Index 21
  • CMG Ned Davis Research Large Cap Momentum Index 2
  • CMG opportunistic All Asset Strategy 6
  • CMG Tactical Rotation Strategy 3
  • CMG Zweig Bond Index 1
  • Colin Powell 1
  • Commitment 3
  • Commodities 2
  • Communication 2
  • Conference 3
  • Connect 1
  • consistency 1
  • consistent 1
  • consultative selling 1
  • conviction 1
  • correction 1
  • Correlation & Diversification 2
  • Counterparty Risk 1
  • Customer Service 1
  • Cyclical Trends 1
  • Dale Carnegie 1
  • David Lee 1
  • David Letterman 1
  • David Rosenberg 1
  • David Tepper 1
  • Debt 10
  • Deflation 2
  • delegate 1
  • Derek Jeter 1
  • derivatives 1
  • Destiny 1
  • differentiation 1
  • Discipline 3
  • Diversification 1
  • DJIA 1
  • dollar 1
  • Don't Fight The Fed 2
  • DoubleLine Capital 1
  • Dow Theory Letters 1
  • Draghi 2
  • ECB 2
  • economic crisis 1
  • Economy 1
  • EFA 1
  • Elliott Management 1
  • emerging markets 1
  • EMPT 1
  • Enhanced Modern Portfolio Theory 6
  • Enthusiasm 2
  • Envestnet 6
  • Equities 28
  • Equity Exposure 2
  • Equity Markets 2
  • ETF 17
  • ETF Bootcamp 2
  • ETF Strategists 7
  • ETF Trends 1
  • ETF.com 6
  • ETFs 15
  • European Central Bank 1
  • EWJ 1
  • Excellence 1
  • Expectation 1
  • Extraordinary 1
  • Failure 1
  • Federal Reserve 2
  • financial advisors 1
  • financial planners 1
  • Financial Planning Association 3
  • fixed income 15
  • Focus 4
  • Forbes 17
  • forward returns 1
  • FOX Business 2
  • frame of reference 1
  • fundamentals 1
  • Gary Shilling 1
  • gas prices 1
  • GDP 1
  • gifts 1
  • GIPS 1
  • Global Banking 1
  • global debt 1
  • Global Economy 3
  • Goals 3
  • Gold 16
  • Gregg Greenberg 2
  • Happiness 1
  • Hard work 2
  • Harvey Mackay 1
  • harvey mckay 1
  • Health Care 1
  • Hedging 6
  • henry ford 1
  • high yield 24
  • High-Yield Model 1
  • HYG 2
  • IBD 3
  • impact 1
  • India 1
  • Inflation 4
  • Inside ETF 1
  • Inside ETFs 8
  • Interest Rates 2
  • Investment Grade Bonds 2
  • InvestmentNews 1
  • Investor behavior 1
  • Investor's Business Daily 5
  • iShares 1
  • iShares North American Tech-Software (IGV | A-52) 1
  • IWM 2
  • J. Douglas Edwards 1
  • J.Paul Getty 1
  • Janet Yellen 2
  • Japan 1
  • Jeff Bezos 1
  • Jeff Gundlach 1
  • Jeffrey Gundlach 1
  • Jeremy Siegel 1
  • Jim Rickards 1
  • jimmy stewart 1
  • JNK 2
  • Joe Davis 1
  • John f. Kennedy 1
  • John Mauldin 2
  • John Naisbitt 1
  • John Wesley 1
  • John Wooden 2
  • Josh Jalinski 1
  • Junk Bonds 2
  • Kindness 1
  • Knute Rockne 1
  • Kyle Alexander 1
  • Lacy Hunt 2
  • Leonardo da Vinci 1
  • lessons 1
  • Leverage 1
  • Life insurers 1
  • Longevity 1
  • Lou Holtz 2
  • Mach 1 1
  • margin debt 3
  • Mark Twain 1
  • Market Snapshot 1
  • Market Vectors Double Short Euro ETN (DRR) 1
  • marketing 1
  • MarketWatch 1
  • Maxwell Maltz 1
  • Meb Faber 1
  • Media 1
  • Michael Bloomberg 1
  • Michael Burry 1
  • Michael Hee 5
  • Mike Krzyzewski 1
  • Mike Sciortino 73
  • Mindset 1
  • Mohamed El-Erian 3
  • Mohammed El-Erian 1
  • Monetary Policy 2
  • Morningstar 3
  • Mother Teresa 1
  • NAPFA 2
  • Napoleon Hill 2
  • NASDAQ 1
  • NDR Crowd Sentiment Poll 3
  • Ned Davis Research 9
  • needs 1
  • negative interest rates 1
  • new year 1
  • NYSE 1
  • NYSEArca:BIL 1
  • NYSEARCA:DRR 1
  • NYSEARCA:IGV 1
  • NYSEARCA:OAPH 1
  • O’Shares FTSE Asia Pacific Quality Dividend Hedged (OAPH) 1
  • Oil 1
  • On My Radar 80
  • Options 2
  • OUNZ 1
  • overperform 1
  • Pablo Casals 1
  • Pablo Picasso 1
  • Paul Singer 1
  • PE 4
  • pension funds 2
  • pensions 2
  • Personal connection 1
  • personal development 1
  • Peter Drucker 1
  • Peter Schiff 1
  • PIMCO 1
  • PJ Grzywacz 7
  • Planning 2
  • Portfolio Construction 3
  • positive attitude 1
  • possibilities 1
  • Practice Management 18
  • Preparation 1
  • Price momentum 3
  • Price Targets 1
  • principles 1
  • Proactive Advisor Magazine 1
  • QE 3
  • Rates 1
  • Ray Dalio 1
  • Real Estate Bubble 1
  • recession 10
  • Referrals 3
  • REITs 1
  • relative strength 1
  • Research Affiliates 2
  • Responsibility 1
  • restaurants 1
  • Richard Russell 1
  • ripple effect 1
  • Risk 12
  • Risk management 4
  • Rob Arnott 1
  • Robert Shiller 1
  • robo advisors 1
  • Rodney Dangerfield 1
  • Russell 2000 1
  • Russia 2
  • RWR 1
  • S&P 500 1
  • sales 1
  • Sales Strategies 2
  • sales trainers 1
  • SALT 1
  • Sam Walton 1
  • seasonal trends 1
  • secret 1
  • serve 1
  • Shakespeare 1
  • Sharpe Ratio 1
  • significance 1
  • Simplicity 2
  • Slow Growth 1
  • Sortino Ratio 1
  • SPY 5
  • St Francis 1
  • Stan Druckenmiller 1
  • Standard Deviation 1
  • Stephen Blumenthal 36
  • Steve Blumenthal 223
  • steve jobs 2
  • Stocks 10
  • stories 1
  • storytelling 1
  • Strategic Asset Allocation 1
  • Success 7
  • successful 1
  • T. Boone Pickens 1
  • Tactical All Asset Model 1
  • Tactical Investing 37
  • Tail Risk Hedging 3
  • THANKSGIVING 1
  • The Big Short 1
  • The Fed 21
  • The Financial Quarterback 1
  • The Wall Street Journal 3
  • Theodore Roosevelt 1
  • theStreet 4
  • Think 1
  • Thomas Edison 1
  • thomas jefferson 1
  • Thomas Piketty 1
  • Thomas Watson 1
  • Time Management 1
  • TLT 1
  • Tom Lydon 1
  • Tony Robbins 1
  • top performers 1
  • Total Portfolio Solution Whitepaper 1
  • Trade Signal 1
  • Trade Signals 60
  • Trading 1
  • Treasury ETF 1
  • trend following 11
  • Trivia 1
  • Trust 3
  • Turkey 1
  • TV 2
  • Ukraine 1
  • Understanding 1
  • Utilities 2
  • Valuation 3
  • valuations 17
  • Vanguard 1
  • Visualization 1
  • VIX 1
  • volatility 2
  • volume demand 1
  • VPU 1
  • Wall Street Journal 1
  • Walt Disney 1
  • wants 1
  • Webinar 4
  • Winston Churchill 1
  • wisdom 1
  • XLU 1
  • YCS 1
  • Yogi 1
  • Yogi Berra 1
  • you 3
  • Zweig Bond Model 24

Print Friendly, PDF & Email

CMG ADVISOR RESOURCES

  • Newsletter Sign Up
On My Radar - (weekly Friday) market commentary from Steve Blumenthal, includes Trade Signals View Samples


AdvisorCentral Update - (weekly Monday) Summary of blog posts, market intelligence, and the latest news from CMG View Sample

  • White Paper Series
  • The Total Portfolio Solution:
    Examines CMG’s Enhanced Modern Portfolio Theory (EMPT), which helps avoid the pitfalls of emotional decision-making in portfolio construction.
  • Understanding Tactical Investment Strategies:
    Investors don’t have to sit tight and ride out
    market bumps. This paper describes leading
    tactical approaches and explains how they work.
  • Understanding Correlation & Diversification: Diversification means finding investments with low correlations with traditional stocks and bonds.

 

  • Advisor Educational Series
  • When Beating the Market Isn't the Point
  • Intro to Tactical Investing
  • Intro to ETF Strategists
  • Intro to Correlation & Diversification
  • Merciless Math of Loss
  • Total Portfolio Solution Summary
  • Trend Following Works!

CMG CAPITAL MANAGEMENT GROUP, INC. • 1000 Continental Drive, Suite 570 • King of Prussia, PA 19406 • P:610.989.9090 • E:advisors@cmgwealth.com

©2018 Capital Management Group, Inc, All Rights Reserved

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by CMG Capital Management Group, Inc (or any of its related entities-together "CMG") will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not intended to be, and should not be interpreted as recommendations to purchase or sell such securities.
Certain portions of the content may contain a discussion of, and/or provide access to, opinions and/or recommendations of CMG (and those of other investment and non-investment professionals) as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current recommendations or opinions. Derivatives and options strategies are not suitable for every investor, may involve a high degree of risk, and may be appropriate investments only for sophisticated investors who are capable of understanding and assuming the risks involved. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from CMG or the professional advisors of your choosing. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing. CMG is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice.
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).