Eric Kulwicki CFA®, CFP®

Eric Kulwicki, CFA®, CFP®, brings 20+ years of experience, currently serving as an independent investment consultant, portfolio manager, and wealth advisor for institutional and retail clients. On KulwickiInsights.com, Eric shares his timely perspectives on financial markets, investment strategies, and other financial topics. He also offers online investment education courses for beginner and intermediate investors, and coaching sessions for DIY investors seeking professional guidance.

Bitcoin: My Thoughts and Experience

I’ve had family and friends ask me about Bitcoin lately.  I’m not surprised as the broader media picked it up that Bitcoin reached $100,000 in price.  Since people I care about wanted to know what I thought, I felt the need to provide a note about it.  As always, this isn’t advice, it’s just my

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After the Election: Setting the Goalposts

This is the Part 2 follow-up to my first post on the elections, titled  Don’t Let the Emotions of Politics Impact Your Investment Decisions posted on November 16, 2024. Now that we have confirmation that the Republican party controls the White House, Senate and House of Representatives, there is a higher probability that the Republican

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Investment Strategies Update

Investment Strategies Update – Q3 2024

As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to

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Market Update – Q3 2024

Strong Equity and Bond Market Performance in Q3 Diversified investors were rewarded in Q3 as both equities and bonds rallied in the quarter.  Supportive economic data and the anticipation of Fed rate cuts provided tailwinds for the financial markets. Equities were volatile during the quarter but showed resilience, with performance broadening out by the end

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Here Comes the Vol, Doo Doo Doo Doo

Here Comes the Vol(-atility), Doo-Doo-Doo-Doo. Here Comes the Vol, and I say, it’s alright. A simple Beatles tune, but like the sun, volatility can rise up after being down for a while. But unlike the sun, the timing and frequency of volatility rising and falling are not consistently predictable. As you may have noticed, volatility

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Investment Strategies Update

Investment Strategies Update – Q2 2024

As an investment consultant and portfolio manager for different clients, I manage a number of different investment strategies. Once you understand my investment philosophy, you’ll understand why I manage these strategies the way I do. I share the investment commentary on these strategies here. U.S. CORE STRATEGIES The U.S. Core strategies provide long-term exposure to

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Market Update – Q2 2024

Mixed Equity Performance, Solid Bond Income Support in Q2 Equity markets were mixed in Q2 as high-quality, large U.S. companies tied to technology and artificial intelligence continued to drive market performance.  Other cyclical areas of the market were a bit more challenged. Bond investors continued to be rewarded with higher yields and income generation.  Interest

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Kulwicki Insights - Outlook & Positioning

Outlook & Positioning – June 13, 2024

SUMMARY Just choppin’ around, except for AI.  Equity and bond markets continue to chop around, with continued strength in artificial intelligence-related technology/semiconductor stocks.  Even stocks in the utilities sector rallied strongly for a bit under the narrative that artificial intelligence support will require significant energy needs.  Energy stocks also rallied strongly until OPEC+ announced no

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Quick Look: Chinese Equities

China is one of the largest economies in the world and its influence in the global economy is significant, so investors should consider paying attention. I manage a number of different strategies for clients, including strategies with exposure to international markets. Part of this exposure to international markets can be exposure to Chinese equities, so

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Market Update – Q1 2024

Solid Economic Data Helps Drive Risk Assets Higher in Q1 Equity and credit markets rallied in Q1 as strong economic data and solid corporate earnings provided investors with cover to continue to support risk assets.  Last year economists and investors believed that higher interest rates could push the U.S. economy into a potential recession, but

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Wall Street Strategists’ 2023 Forecast Review – Ouch!

Wall Street strategists dedicate significant time and effort to forecasting financial markets with some sense of precision. In my post last January 15th, 2023 titled “Wall Street Strategists’ 2023 Outlook (Guess)”, I indicated that Wall Street strategist forecasts were just guesses and putting any real faith in them may be futile. Below are the forecasts

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