CHAMP Principles 1 - Our Master Indicator

An overview of the Carriage House Asset Management Portfolios (CHAMP) Master Indicator.

Few words can describe the investment markets better than "Unpredictable". 

While many profess to know what the future holds, rarely, if ever, has one individual correctly predicted the future with any level of measurable consistency. However, we do find great consistency in how investors routinely fall prey to the errant prognostications of those who have convinced themselves that they are some Cassandra or Nostradamus reincarnate. 

At Carriage House Planning, rather than make haphazard and unfounded decisions on guesses about the future, we instead invest using a back-tested, emotionless, and regimented discipline. When it comes to your wealth and your financial freedom, we prefer to let the guesswork and luck benefit you at the roulette wheel on that Mediterranean Cruise you included in your financial plan. When it comes to the assets in your portfolio you have worked so diligently to save, we will rely on process and discipline. 

In the first episode of a new video series titled "CHAMP Principles", Casey V. Fulp, CFP®️ breaks down the Carriage House Asset Management Portfolios (CHAMP) Master Indicator and explains the role it plays in our understanding of market conditions, and how we adjust portfolios based on the signals it provides. He also touches on the recent unconfirmed "Green Light" signal we have received and how this will govern portfolio decisions ahead. 

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Market Update & Commentary - September 2023

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Market Update & Commentary - June 2023