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October 2019 Economic Memo

Please click to download the OPCM Q3 2019 Econ Memo

Topics Include:

The Bull Stock Market in the Bear Economy – We discuss the present environment of a bearish economy and bullish equities market.

What Have You Done for Me Lately? – We explain recency bias and how it leads to performance chasing and under diversified portfolios.

Yields Continue to Fall – The interest rate cut in July was the first since the 2008 Financial Crisis.

Continuing Care Retirement Communities – We review CCRCs as an option for senior housing —the services they provide, the contracts, and regulatory oversight.