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Fortitude Private Wealth

August Portfolio Compass by LPL Research

The Portfolio Compass  provides a snapshot of LPL Financial Research’s views on equity, equity sectors, fixed income, and alternative asset classes. Click here for the August 2016 Portfolio Compass.Portfolio Compass Blog

This monthly publication illustrates our current views and will change as needed over a 3- to 12-month time horizon.

The top down is an important part of our asset allocation process. As a result, we have a new macro section including our views of the global economy and key drivers of those views, and a section on what we are watching that might change those views.

About Josh Zorger

Joshua D. Zorger is the founder of Fortitude Private Wealth and has more than 10 years of experience in the wealth management industry. In addition to holding the FINRA Series 7 and 66 securities registrations through LPL Financial, Joshua is a CERTIFIED FINANCIAL PLANNER™ practitioner.

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LPL Financial Certified Financial Planner Fortitude Private Wealth
600 E Carmel Drive, Ste #159
Carmel, IN 46032
Phone: 317-819-8550

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor and separate entity from LPL Finanical.
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*No strategy assures success or protects against loss. Investing involves risk including loss of principal.