Blog

Welcome to our blog.  Here you will find relevant information to improve your life, investing, and planning.  Posts include interviews with Wealthnet experts, industry specialists, financial articles, and economic updates.  If you have any questions about any of these issues, please contact your Wealthnet advisor for more information.

Thursday, August 6, 2020

Is financial planning a waste of time? This is what a sound financial plan should do for you. To sign up for our blog - CLICK HERE To get a free second opinion about your investment - CLICK HERE

Friday, July 31, 2020

Traditional style boxes are outdated. Categories like value, growth and blend or large, mid, and small can add little value for investors. Louis discusses a proprietary style method developed and used by Wealthnet that, based on...

Thursday, July 30, 2020

Our research find this to be the most important way to improve investment results. Spoiler alert - it does not have to do with picking stocks or risk management. For a Free Portfolio Checkup - CLICK HERE

Wednesday, July 29, 2020

New emerging themes in the marketplace could provide outstanding growth for investors. We discuss emerging opportunities for stocks, bonds and commodities and how investors can prepare and potentially profit now. To Ge a FREE portfolio...

Monday, July 27, 2020

Louis Llanes discusses why it is so important that investors work with managers that invest in their own strategies, or "eat their own cooking". He discusses the concept of a transfer coefficient and how testing and piloting strategies...

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Wednesday, July 22, 2020

Louis and JP talk about what is on their desk including statistical analysis of the capital acquisition ratio, increasing returns and lowering risk with market factors, converting analysis into a continuous signal strength that leads...

Wednesday, July 15, 2020

In this video, we discuss what factors are being rewarded in the market right now. We also discuss various scenarios that could lead to a rotation in stocks that could have a meaningful impact on your portfolio.

Thursday, July 9, 2020

A deep dive into methods used for better stock-picking. Louis Llanes and JP Tremblay delve into the benefits and pitfalls of factor testing using the scientific method for determining the criteria used to improve stock performance....

Sunday, July 5, 2020

It is Independence weekend in the United States. This is what I think people should invest in now. I strategy that could cause a LEAP in your investment results and thus increase YOUR independence. In this video, I discuss how...

Wednesday, July 1, 2020

Louis Llanes and JP Tremblay discuss current trends in the market and how the internal structure of value and technical indicators may affect investment performance.

Tuesday, June 23, 2020

Wall Street has many trends and packaged products. Here is a trend in the financial service industry we resist, and for good reason. Watch to hear more >>> 1. To get a free copy of my book, Financial Freedom Blueprint, Click...

Thursday, June 18, 2020

Investors who favor growth or value styles of investing have been debating the superiority of their philosophy for decades. Here are some of my thoughts about style investing based on a historical perspective, observed data, and my...

Friday, June 12, 2020

We had a 6% drop in US stocks today. Watch this quick video for some thoughts from Louis Llanes, wealth manager and professional stock investor.

Wednesday, June 10, 2020

Income investing is challenging in today's low yield environment. Louis Llandiscusses ways to invest for higher income while overcome taxes and inflation. He also highlights equity income investing combined with other sources.

Thursday, June 4, 2020

What is on your bucket list? What is the best way to invest for your goals? Louis and JP discuss the issues surrounding funding your bucket list and provide resources to help people make smarter choices: Investing for Sustainable...

Thursday, May 28, 2020

Any investment that has an edge will lag the indexes at times. Here are some key points for trying to make money from your own psychology. Get our latest thinking by signing up for our blog: https://wni.wealthnetinvest.com/blogsignup/...

Monday, May 25, 2020

Revamp your portfolio after a big change in the markets. Sometimes the best thing for an investor to do is to revamp their portfolio, especially after a big change in the economy or the market. Learn what to look out for to see if you...

Thursday, May 21, 2020

Is it too late to buy in this market? Many people feel they are missing out on stock market gains after this market bounce. Watch this video discussion and learn how to transform "market FOMO", (fear of missing out), to your advantage....

Sunday, May 17, 2020

Adapt or Die: Stories and lessons about how to change your investments at important turning points in the economy and markets.

Wednesday, May 13, 2020

Reopening the economy could continue to push stock prices higher but investors could get spooked very easily. Louis Llanes, founder of Wealthnet Investments, LLC shares attractive areas compared to the market based on Wealthnet’s research.

Thursday, May 7, 2020

Watch a recent interview with Louis Llanes and Real Vision in New York.. He talks about what is different in this market and what this means for investing today.

Friday, May 1, 2020

Most people are using the S&P 500 index to measure their success. Is this the right strategy for you? If so, watch our video about this topic. First, let us talk about what investments are in the S&P 500 index. It is a market...

Wednesday, April 29, 2020

We've been spending a lot of time with clients lately who are struggling with challenging financial questions. Today I’m going to discuss the crucial steps necessary to really get to the bottom of financial circumstances, whether...

Thursday, April 23, 2020

Owning a diversified portfolio seems meaningless to most investors today as they watched they watch their values decline in recent months. Watch this video for tips on how to truly diversifying your investments and smooth the ride....

Thursday, April 16, 2020

In the next 21 days over 500 companies are expected to report earnings for the 1st quarter of 2020. Louis Llanes and JP Tremblay dissect the earnings, what Wall Street expects, and how it can effect your money. To get more up-to-date...

Monday, April 13, 2020

In this video, Louis Llanes shares investments that are resilient in this market and showing signs of strong trends for investors. He talks about specific stocks and non-correlated assets that could make returns for investors in the...

Thursday, April 9, 2020

Many people are looking for answers about managing their 401(k). Should you be fully invested in stocks? Which funds make the most sense? How do you select the right funds and are their pitfalls to avoid? Louis Llanes, founder of...

Wednesday, April 1, 2020

In this informal video, Louis Llanes and JP Tremblay discuss how our economy can recover. JP discusses his views about the employment climate and business hiring in the near future. Louis Llanes discusses the fixed income market and...

Tuesday, March 31, 2020

Yes, I understand there is a lot of pain right now. People are losing their job, pulling from savings and have medical needs from the virus. Even with the current stresses, every day I talk to friends, clients. and colleagues there is...

Sunday, March 22, 2020

In this video, Louis Llanes addresses common question from younger investors in their 20's, 30's and 40's that are worried about the economy. Many people with a good career and earning a strong income are concerned about what to do now...

Friday, March 13, 2020

Louis Llanes discusses the recent market decline compares history for guidance in the current environment. He compares the market to the 1987 crash and discusses how to think about what to do now. Practical guidelines are discussed and...

Friday, February 28, 2020

Louis Llanes, founder of Wealthnet, shares his thoughts about the recent market decline in a short informal video. He also shares how client portfolios are positioned ahead of the fast decline.

Wednesday, February 19, 2020

When I was a kid in Chicago, we lived in Harvey Illinois at Turlington and 152nd street. I remember my parents rented a small home. I went to Whittier elementary school which still exists today. We used to take field trips and walk to...

Thursday, February 13, 2020

Louis discusses stocks that are on the move and how Wealthnet saw these stocks before they began solid moves higher. He discusses how decisions are incorporate in prices and how investors can grow capital combining technical tools with...

Thursday, January 23, 2020

Your age can change the rules that affect you while you invest for your retirement. What this video (9:40 minutes) Some examples of important Birthday Milestones to consider: At age 50 you can start making catch-up contributions to...

Thursday, January 2, 2020

In this video, Louis Llanes discusses some important developments in the markets as we enter the new year. Watch this short video to get instant access.

Friday, December 13, 2019

In this video, Louis Llanes talks about how many financial advisers break the trust of investors. He discusses the secret reasons standing in the way of getting good advice. Louis discusses his personal story working as a Senior...

Tuesday, December 10, 2019

Louis Llanes, CFA, CMT, founder of Wealthnet Investments, believes late-cycle markets are being driven by growth-starved millennials and boomers. With low rates forcing most investors out of fixed income, investors are increasingly...

Thursday, November 21, 2019

Louis Llanes, founder of Wealthnet Investments, LLC and JP Tremblay, Chief Investment Officer, discuss how to invest when the economy appears to be late in the business cycle. The conversation starts with a high-level view of the...

Wednesday, October 30, 2019

In this video a wealth of practical knowledge is shared by Louis Llanes, founder of Wealthnet Investments. He discusses wisdom gained from decades of experience, research and studying the markets. Here his thoughts about capturing...

Wednesday, September 18, 2019

Louis Llanes, founder of Wealthnet, walks through examples of the best performing stocks and what their characteristics are prior to producing exceptional returns over a multiple year period of time. Louis talks about the primary...

Monday, September 2, 2019

In this video, Louis Llanes discusses common obstacles that investors must reach goals and how actively trading your stock portfolio can add value to building wealth. Louis explains how managing your stock portfolio can help beat the...

Sunday, August 18, 2019

Broad Market Perspective In this episode of the Market Call Louis Llanes, founder of Weathnet Investments, informally discusses the current market environment from a broad perspective. He starts out discussing the latest concerns with...

Monday, July 8, 2019

In this Market Call episode, Louis Llanes and Jean-Philippe Tremblay discuss how to navigate the fact that market prices do not coincide with fundamental metrics of value. The conversation kicks off with the risks of making dramatic...

Friday, July 5, 2019

In this Market Call show we interview Will Geisdorf, an ETF Strategist with Ned Davis Research. Louis Llanes, the founder and CEO of Wealthnet Investments, and Jean-Philippe Tremblay, the Chief Investment Officer discuss how the ETF...

Thursday, June 20, 2019

The after-tax return vs. the pretax return. Everyone wants their investments to perform well. But for many investors it’s their after-tax return that may make all the difference. After all, even if your portfolio is earning...

Wednesday, June 19, 2019

Tax Moves to Consider in Summer Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced...

Monday, June 17, 2019

In this week’s recap: the major Wall Street equity indices see further June gains, oil investors react to tanker attacks, and retail sales improve. Weekly Economic Update THE WEEK ON WALL STREET Stocks advanced for a second...

Thursday, June 13, 2019

CAN YOU STAY ON A COMPANY HEALTH PLAN AFTER AGE 65? Generally, Medicare is available for people age 65 or older; this is well-known. What is less well-known is the fact that some companies can legally cancel group health insurance for...

Monday, June 10, 2019

In this week’s recap: the blue chips have their best week of 2019, as investors like what they hear from the head of the Federal Reserve and interpret the latest monthly employment numbers. THE WEEK ON WALL STREET Stocks rallied...

Tuesday, May 21, 2019

Ancient Chinese merchants are said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates, the rest stood a...

Thursday, May 9, 2019

QUOTE OF THE MONTH “To know oneself is to study oneself in action with another person.” BRUCE LEE RETIRING WITH A CASH RESERVE Many people want to enter retirement with a) investments that may have benefited from years of...

Friday, April 5, 2019

QUOTE OF THE MONTH “If you rest, you rust.” HELEN HAYES IN RETIREMENT, YOUR SPENDING COULD FLUCTUATE Your retirement income strategy will almost certainly evolve. How much you spend will vary from year to year, and in some...