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Q1 2021 Economic Review & Market UPdate

Watch Anton Bayer review the crazy year we had in 2020, and the fundamental processes they followed to still make great returns. Anton also reveals his strategy going into the first quarter of 2021. DISCLAIMER The views expressed in this […]

Feelings

2020 was certainly a year of many emotions, new policies, and opinions that influenced consumer spending and business owners. At the start of 2021, emotions are still running high, challenging investors’ strategy, and investment allocations. The National Federation of Independent […]

New Year, Same Market

Happy new year! Since there were few new year parties, the saying is not worn out yet. Happy New Year! The US stock market finished 2020 at all-time highs and started 2021 with its first down and up day for […]

Good Riddance to 2020!

This year will be remembered for many firsts in US history. Among the firsts include decisions made by politicians, the fastest economic reversal from best in 40 years to worst in 40 years (exceeding periods during the Great Depression), largest […]

Market Rotation

Overweighting in the large-cap sector (represented by the S&P 500) and especially growth large-cap, has been a winning strategy for the past three years compared to mid and small-cap (represented by the S&P 400 and S&P 600 respectfully). For the […]

Year End Planning

It is hard to believe that a year could go by as fast as this year has, considering the emphasis of sheltering in place and minimizing activities. Even with the lack of family and friend gatherings, weekend outings, and traveling, […]

Fragmented Recovery

Last week the US Bureau of Economic Analysis released the country’s Gross Domestic Product report indicating that Q3 had a historic 33.1% rebound after dropping 31.4% in the previous quarter. Unfortunately, the recovery is not being experienced the same at […]

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Copyright © UP Capital Management, Inc. 341 Lincoln Street Roseville, CA 95661 | Site Map
  • /Home
  • /About Us
    • /Team
    • /Philosophy
  • /Services
    • /401k Management
    • /Wealth Management
      • /Income Portfolio
      • /Balance Portfolio
      • /Growth and Income Portfolio
      • /Growth Portfolio
  • /Blog
  • /Podcast
  • /Work with UP Capital
  • /Client Login