August 21, 2013: "[Retail] investors are behaviorally doing the exact opposite of what they should be doing," said Steve Blumenthal, whose advisory firm manages $550 million for investment advisers and retail clients. "Emerging markets have perhaps the best valuation level of any of the markets, but [...]Read More >
Steve on Fox Business: After the Bell - 07-1-2013
Watch the latest video at video.foxbusiness.com Steve joined David Asman and Liz Claman on After the Bell on Friday, June 28 to talk about modernizing portfolio allocations in today's investment world. He suggests a shift from the traditional 60/40 portfolio. [...]Read More >
Financial Advisor: The New Modern Portfolio Theory - 06-17-2013
Steve was featured in the Expert Views section of FA Magazine on June 14. Read the excerpt below or click here to take a look at the full byline. Excerpt: Nearly half of all advisors are using some sort of tactical investment strategy, according to new research from Cerulli Assocites. This [...]Read More >
Steve on Bloomberg Radio - 06-6-2013
Steve joined Pimm Fox for his radio show on Bloomberg Radio "Taking Stock". Click here to listen to the segment. [...]Read More >
Steve on TheStreet.com - 06-5-2013
Steve visited with Gregg Greenberg on TheStreet.com give some insight into his stock picks right now. He touches on Google, Johnson & Johnson, T. Rowe Price and Visa. Click here to watch the video. [...]Read More >
WSJ Live – May 9: How Much is the Market Really Worth? - 05-9-2013
Major indexes are striking nearly daily record highs. But with earnings growth slowing sharply, are stocks overvalued? Steve Blumenthal joins MoneyBeat to discuss his tactically managed, risk mitigated approach to investing. Or watch it here on WSJ Live. [...]Read More >
Steve in the WSJ on ‘why the 60/40 model may no longer work’ - 04-23-2013
Investors are turning away from Modern Portfolio Theory's 60/40 asset allocation model as low bond yields and low stock dividends force them to reexamine this time-honored strategy. Steve told reporter Charles Passy that there is a strategy that exists today to replace 60/40 that is accessible to [...]Read More >
Steve on WSJ Live: Markets Ask: Will the Fed Pull it Off? - 03-20-2013
Investors are talking about how the Fed just might pull this off today, but there might be some risks to avoid still. Steve joins Markets Hub at the WSJ Live. View the segment here. Or click here to view the video directly on the WSJ Live site. [...]Read More >
Rush Radio 94.5 – Better Living with Bryan Gaiser - 03-12-2013
Steve joined Bryan Gaiser on Friday for his weekly radio talk show to discuss portfolio allocations and the current market climate. Stay tuned for part two of this segment to air this Friday, March 15. [...]Read More >
Steve on TheStreet.com: “Here’s Why Your Old Asset Allocation Isn’t Working” - 03-1-2013
Steve was interviewed by TheStreet.com's Gregg Greenberg...check out the video and find out why he suggests that investors revamp their old stock/bond asset allocations by adding tactical and alternative strategies. [...]Read More >
WSJ – Budget Cuts May Give Market Reality Check, by Daisy Maxey - 02-21-2013
Steve's comments in the Wall Street Journal. [...]Read More >
Jefferson National Partners with CMG Capital Management Group to Launch Next New Suite of Tactically Managed Model Portfolios - 02-21-2013
[...]Read More >
CMG E-Brochure - 11-29-2012
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CMG Tactical Survey Results Summary - 11-12-2012
A Coffee Table Discussion with John Mauldin & Steve Blumenthal - 10-28-2011
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