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Creating Portfolios for 'the Preserver' Client

Thu, 17 Apr 2014

Preservers emphasize financial security and preserving wealth rather than taking risk to grow wealth.

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  1. Session 1: Is the Economy Really Losing Steam?

    Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.

  2. October's Job Report Could Surprise on the Upside

    October job gains could come in modestly higher than consensus given a positive seasonal adjustment factor, recent economic trends, and possible tailwinds from construction and retail.

  3. Positive--but Realistic--on the Job Market

    The labor market may not be as strong as ADP's December numbers suggest, but it's still on an upswing, say Morningstar's Bob Johnson and Vishnu Lekraj .

  4. Why September's Job Report May Be Better Than Expected

    A revitalized housing market, better-than-expected manufacturing data, and favorable seasonal adjustment factors could give a modest boost to September employment , says Morningstar's Bob Johnson .

  5. Stars Aligning for a Lackluster May Job Report

    A better-than-expected April report and two consecutive months of mediocre ADP payroll data could make for an underwhelming government employment report on Friday.

  6. What to Watch in Friday's Job Report for January

    We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.

  7. A Few Possible Pitfalls for the July Jobs Report

    Morningstar's Bob Johnson is expecting about 175,000 new jobs in Friday's report, but a negative retail surprise or correction from recent strong months is not out of the question.

  8. Some Room for Upside in July Employment

    Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj .

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