category archives: Portfolio Management

  RPAG
 

I was Two Years Too Early.. Preserving Wealth

  • Written by David
  • August 10, 2011 at 11:58 am
  • 0

In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world.  In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]

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Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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2011 Market Predictions? No; Informed Opinions? Yes!

  • Written by David
  • December 23, 2010 at 3:59 pm
  • 0

Ah, the magic of the season. Santa Claus in the shopping malls tending to children’s wish lists, and market pundits lining up to predict the market’s direction for the coming year. I find this exercise a waste of time and use several examples to illustrate my point. Every January, Barron’s, the weekly financial newspaper, publishes [...]

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  DSC_7350-2
 

‘What’s Doing’ at David Gratke Wealth Advisors?

  • Written by David
  • December 17, 2010 at 1:35 pm
  • 0

Greetings from David Gratke Wealth Advisors (DGWA) this Holiday Season! It’s been a busy  summer and fall at DGWA. This newsletter will focus on the activities created on your behalf, my client, this past summer and fall to ensure your financial success. Registered Investment Advisor (RIA) I recently completed my registration with the SEC as [...]

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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.