COVID-19 Alert: Blue Water Capital Management, LLC is still open during these stay-at-home orders. We are working from home offices and using remote meetings, but everything else is the same.
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Specializing in retirement planning and personalized investment management.

Investing Insights

Below is a curation of investing insights and ideas from a variety of industry sources.  We hope you find them as interesting as we do.


05/22/20Global X - Charting Disruption 2Q 2020

This report by Global X examines the changes occurring across a number of industries thanks to shifts in the way people are working, shopping, a...

05/13/20The Case For Emerging Markets Ecommerce

Exchange Traded Concepts, LLC makes a compelling case for their ETF - The Emerging Markets Internet & Ecommerce ETF (EMQQ).  Countries such...

05/08/20Columbia - 8 Factors That Could Change Economies And Markets Forever

This report from Columbia Funds outlines 8 areas influenced by the COVID-19 pandemic that could permanently affect the global economy, as well a...

05/05/20Global X - How The Cannabis Industry Is Coping In 2020

The legalized marijuana industry is still very new.  Global X Funds presents how the industry is doing amid the COVID-19 virus and discusse...

04/17/20Quarterly Market Review - 1st Quarter 2020

Blue Water presents a market review of the 1st quarter of 2020.  Obviously, the markets were severely impacted by COVID-19.  H...

04/03/20Three Slides About Market Loss & Recovery

Dimensional Fund Advisors (DFA) provides a unique look at loss and recovery in the stocks market.

In slide 1, DFA shows us that it’s a bum...

03/06/20Innovator Funds - Investor Guide 2020

Innovator Funds, the leader in defined outcome funds, walks investors through their innovative "buffer" funds and explains how they work. They l...

02/22/20Quarterly Market Review – 4th Quarter 2019

Blue Water presents a market review of the 4th quarter of 2019.  Short and long-term performance is graphically shown for US and internatio...

02/14/20ARK Invest's Big Ideas 2020

ARK Investment Management lays out 11 investing ideas for 2020.  These ideas include such disruptive technologies as artificial intelligenc...