After several months of volatile performance, stocks and bonds moved modestly higher in December. The S&P 500 TR index rose 1.01%, Treasuries added 0.92%, and corporate bonds ...
Balanced Investment Strategies Markets struggled against fears of a global recession during November and investors sold risk assets and fled to the safety of Treasuries. A sharp ra...
Balanced Investment Strategies Strong third quarter earnings and hopes for a resolution of the European sovereign debt crisis lifted the S&P TR by 10.93% during October. Highe...
Investors rioted against political wrangling in the U.S., the European sovereign debt crisis, and a weakening global economy sending stocks sharply lower in September. The S&P...
Recession worries, concerns about European sovereign debt, and slower growth in emerging markets caused sentiment to crumble during August. Investors sold risk assets and sought ...
Weak economic data combined with tension created by the debt ceiling negotiations off-set strong earnings reports resulting in a drop in the S&P 500 TR in July, reducing the ye...
Summary and Outlook Elections this year will determine leadership in countries representing 50% of world economic output, including the USA, China, France, Russia, South Korea, and...
Summary and Outlook Monetary policy, exchange rates, and international trade have become increasingly important to the global economy over the past 20 years. The fragile global eco...
Summary and Outlook During the first quarter short term indicators of economic activity improved steadily. The national unemployment rate declined from 9.8% to 8.9% and personal in...
Summary and Outlook We subscribe to BCA Research, a Canadian economic research company. At their annual conference in New York, they poll their attendees’ views of key economic a...
Summary and Outlook U.S. fiscal and monetary policies are at a crossroads. The “great recession” combined with the formidable tasks of funding Medicare and Social Security for ...
Summary and Outlook The following sections include commentary relating to the status of the US economy and the structural forces, including monetary and fiscal policies and geopoli...
Mr. McAdams’ resume includes extensive experience in the areas of finance, investments, business operations and management. This foundation of experience includes nine years of c...
Mr. Hodge joined Gimbal Capital Management in 2004. Previously, he worked for the Michigan Department of Corrections as a sales representative and was a licensed life & health ...
Mary joined Gimbal Capital Management during 2007 after serving for three years as the Customer Service Manager for Falcon Waterfree Technologies and thirteen years as Credit Manag...
Gimbal Capital Management provides investment management services to high net worth individuals. For the past eleven years we have focused on managing balanced investment portfolios and building Gimbal into a company that will endure for many years to come.
Gimbal noun \ `gim-bəl \ Invented by Philo of Byzantium, a gimbal is a mechanical device used to keep objects stable, made of two or more rings mounted at right angles. Compasses mounted with three gimbals provide three-dimensional stability.
At Gimbal Capital Management, we apply the principles of asset allocation and security selection using a disciplined and proven investment process. These are the "gimbals" we use to generate consistent returns for our clients, regardless of the market environment.
LEGAL DISCLOSURE: Gimbal Capital Management (GCM) is an investment advisor registered with the State of Michigan. Nothing in our website should be interpreted as financial advice because we cannot know who is reading our website, and therefore cannot give personal advice. Any performance noted is net of all fees and expenses, but you will still have to pay taxes, which we don't show, because we don't know your tax bracket.
Like your favorite uncle always said, there is no such thing as a free lunch, and investing is no different. Any potential for profit will also bear the risk of loss, and expenses will be charged to you regardless of profit or loss.
Like your father always said, do your homework before you invest. We do our homework for the money we manage, and you should research us before you invest with us. You can find more information at www.adviserinfo.sec.gov.
Like your mother always said, if it sounds too good to be true, it probably is. We think we are pretty good at what we do, but who doesn't think that they are better than average? We won't always be right – we will just try to be less wrong than the market.
Like Heraclitus of Ephesus said, "You cannot step twice into the same river." Past returns may depend on strategies no longer practical, and neither past returns nor "Top Gun" awards guarantee future profits.
Like Will Rogers said, "Common sense ain't common." That's why the fine print exists and why we should have listened to our parents when we were kids.
