category archives: Market News

  FiveStar copy
 

Gratke Wealth Awarded as Five Star Wealth Manager

  • Written by David
  • May 22, 2013 at 12:09 am
  • 0

Gratke Wealth is honored to have been awarded as a 2013 Five Star Wealth Manager. This select group represents less than 6 percent of the wealth managers in the Portland, OR area which started from a field of over 6,000 firms, and 2551 nominees resulting in just over 330 firms awarded this honor. This award [...]

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  PBS RetirementGamble Resize
 

The Retirement Gamble | FRONTLINE | PBS

  • Written by David
  • May 21, 2013 at 11:53 pm
  • 0

On April 23, 3013 PBS Frontline program ran a documentary called ‘The Retirement Gamble’. This piece has created quite a ‘buzz’ of activity in the investment management, retirement plan blogosphere. In part what the documentary said, in part what it did not say.  Just google ‘retirement gamble’. This page is a discussion on that program [...]

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  Gratke-blue-642
 

Thanks for Voting for Us!

  • Written by David
  • May 15, 2013 at 11:24 pm
  • 0

Last month we announced that Gratke Wealth was a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Top 10 Winners of Best Wealth Manager Logos Poll With your vote, Gratke Wealth’s logo and tagline placed thirteenth out of the top 25 Wealth Managers. This was from of a field of 230 finalist selected [...]

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  1012-Gratke-postcard5x7-tower-blue-modified-OUT
 

Human Emotions, Investor Behavior; Too Predictable?

  • Written by David
  • April 10, 2013 at 11:02 pm
  • 0

Greetings, As a student of my industry, I have spent much time over the years learning about human emotions, investor behavior, or what we call behavioral finance; simply defined as ‘psychology and the mistakes we make with our money’. Here are just a few graphs I have recently come across to simply remind all of [...]

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  Gratke-blue-642
 

We’re in the Finals! Top 25, please vote for us!

  • Written by David
  • March 27, 2013 at 5:31 pm
  • 0

Gratke Wealth, LLC is a top 25 finalist in AdvisorOne’s ‘Best Wealth Manager Logos’ contest. Yes that’s right! Gratke Wealth’s logo and tagline have been selected as one of the top 25 Wealth Managers out of a field of 230 finalist by the editors and art directors of AdvisorOne. AdvisorOne is a holding of Summit [...]

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  Happy New Year 2013
 

Forecast 2013: Unsustainability and Transition

  • Written by David
  • January 15, 2013 at 7:23 pm
  • 0

Greetings to all in the New Year. As a regular reader of John Mauldin, author of  Endgame, The End of the Debt Supercycle and How It Changes Everything, I find his ‘Forecast 2013′ paper a ‘must read’. This paper is as close to a 2013 ‘prediction’ that I could offer, and much much more! Topics covered [...]

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Is it time to take the air bag out of the steering wheel? Managed Futures, an update.

  • Written by David
  • November 1, 2012 at 12:25 am
  • 0

When an asset class under performs, it is always tempting to sell that asset class and remove it from one’s portfolio. Enter Managed Futures. Managed Futures have significantly underperformed broad markets over the past few years with the exception of stock market declines in Q3 2011 and May 2012. As a sage money manager once [...]

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  David Gratke
 

Website Back Online…

  • Written by David
  • July 8, 2012 at 4:13 am
  • 0

Over the weekend, our web hosting company mistakenly took a holiday ‘out of office reply’ as spam, and shut down our websites and email accounts. All systems are being restored. We apologize for this error created by the hosting company.

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  rezisedbigstock_Tax_Preparation_-_US_Individua_28914431
 

2011 Tax Statements; Brokers delay tax statements for Investors

  • Written by David
  • March 9, 2012 at 8:41 pm
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Why the Delay in 2011 Tax Statements? Two articles below discuss changes in 2011 U.S. tax reporting law for all US Financial Institutions (custodians) and why there are delays in the receipt of these 2011 tax statements, and/or revisions to previously mailed statements. From USA Today: Updated 2/28/2012 8:24 PM Several popular online brokerages, including [...]

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  SPX-10-yr-yield-and-fed-interventionResize
 

Fed Intervention and the Market: A New Update

  • Written by David
  • February 9, 2012 at 10:16 pm
  • 0

A Graphical view of Central Bank monetary policy and the direct relationship it has to upwardly moving stock market prices. Where will the markets be once ‘easy money’ stops flowing into the global economies? Source: DShort.

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