Any forecasts, figures, opinions or investment techniques and strategies explained are Stringer Asset Management, LLC’s as of the date of publication. They are considered to be accurate at the time of writing, but no warranty of accuracy is given and no liability in respect to error or omission is accepted. They are subject to change without reference or notification. The views contained herein are not be taken as an advice or a recommendation to buy or sell any investment and the material should not be relied upon as containing sufficient information to support an investment decision. It should be noted that the value of investments and the income from them may fluctuate in accordance with market conditions and taxation agreements and investors may not get back the full amount invested.
Past performance and yield may not be a reliable guide to future performance. Current performance may be higher or lower than the performance quoted.
Data is provided by various sources and prepared by Stringer Asset Management, LLC and has not been verified or audited by an independent accountant.
Index Definitions:
The S&P 500 Index is a capitalization-weighted index of 500 stocks. It is designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg Barclays U.S. Aggregate Bond Index provides a measure of the U.S. investment grade bond market, which includes investment grade U.S. Government bonds, investment grade corporate bonds, mortgage pass-through securities and asset-backed securities that are publicly offered for sale in the United States with at least 1 year remaining to maturity.
The Bloomberg Barclays U.S. Aggregate Treasury Bond Index provides a measure of the public obligations of the U.S. Treasury.
The Bloomberg Barclays Municipal Bond Index provides a measure of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year.
The Bloomberg Barclays Corporate BB+ Bond Index provides a measure of a wide spectrum of corporate industries with bonds having at least one year to maturity. Security ratings include those rated BB+ and greater.
The Bloomberg Barclays U.S. High Yield Corporate Bond Index represents the universe of fixed rate, non-investment grade debt,
Works Cited:
* Zulu, Emily. “Number of Active CFP Professionals Reaches All-Time High.” ThinkAdvisor. https://www.thinkadvisor.com/2016/09/06/number-of-active-cfp-professionals-reaches-all-tim/?slreturn=20180624110157. Accessed 24 July 2018.
** CFP Board. “CFP Professional Demographics.” https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics. Accessed 24 July 2018.