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.

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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.

Robertson Wealth Management: Investment Management
Robertson Wealth Management: Insurance & Asset Protection
Robertson Wealth Management: Business Planning
Robertson Wealth Management: Retirement Income
Robertson Wealth Management: Financial Planning
Robertson Wealth Management: Estate Planning

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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