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Text Content

 * Home
 * About
   * Firm Overview
   * Our Heritage
   * Our Approach
   * Our Family Office Heritage
 * Services
   * Investment Management
   * Financial Advisory
   * Family Office Services
 * Our Team
   * Executive Management
   * Investment Officials
   * Financial & Fiduciary Managers
   * Operations Professionals
 * Radio Show
 * Events
 * Contact
 * Client Login

Select Page
 * Home
 * About
   * Firm Overview
   * Our Heritage
   * Our Approach
   * Our Family Office Heritage
 * Services
   * Investment Management
   * Financial Advisory
   * Family Office Services
 * Our Team
   * Executive Management
   * Investment Officials
   * Financial & Fiduciary Managers
   * Operations Professionals
 * Radio Show
 * Events
 * Contact
 * Client Login




ROBERTSON WEALTH MANAGEMENT

Private Wealth & Asset Management


ROBERTSON WEALTH MANAGEMENT

Private Wealth & Asset Management


ROBERTSON WEALTH MANAGEMENT

Private Wealth & Asset Management


ROBERTSON WEALTH MANAGEMENT

Private Wealth & Asset Management

What We Believe at Robertson Wealth Management

Robertson Wealth Management takes capital preservation seriously. Our first goal
is to do no harm to your portfolio or to your ability to make potential profits
when the time is right. While our primary goal is to avoid losses, we will be
prepared when it is time to invest more aggressively.

We keep learning, we keep improving. We have done that for 36 years. Our mission
is to ensure our customers benefit from a long-term relationship with
professionals who are dedicated to their financial health.


SIGN UP FOR THE FREE ROBERTSON WEALTH MANAGEMENT NEWSLETTER

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The Principles of Robertson Wealth Management

Experience
We have been managing wealth for decades. Because we have seen all kinds of
markets, there is no learning curve for us and we believe there will be no
surprises for our customers.

Insight
Our relationship with the Harry S. Dent Company provides us with accurate and
reliable economic tools. We use these tools to make practical investment
decisions that are designed to identify economic trends.

Independence
Our independence is important because we are not required by some corporate
owner to promote any particular set of products. We can focus only on what is
best for our clients.



Weekly Market Commentary

January 28, 2019

Like competitors who’ve completed a difficult section in an endurance race, U.S.
stock investors took a breather last week.

The Standard & Poor’s 500 Index, which has gotten off to its best start since
1987, ended the week with a slight loss, while the Dow Jones Industrial Average
and Nasdaq Composite finished slightly higher, reported Ben Levisohn of
Barron’s.

News the U.S. government shutdown would end, albeit temporarily, appeared to be
of little interest to investors. Barron’s suggested the markets’ muted response
to the government reopening was in balance with its response to the shutdown –
there wasn’t much of one. In fact, the S&P 500 has gained 10 percent since the
federal government closed.

Despite apparent disinterest, the shutdown could negatively affect sentiment,
according to Sam Fleming and Brooke Fox of Financial Times…

…Last week, stock investors weren’t all that impressed by earnings, either.
Earnings indicate how profitable companies were in the previous quarter. At the
end of last week, 22 percent of companies in the S&P 500 had reported earnings
and, overall, they were 3 percent above estimates, according to John Butters at
FactSet.


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