Jonathan Scheid, CFA


Mr. Scheid leads Bellatore’s investment efforts and serves as President of Bellatore Financial, Inc. Prior to joining the firm in 2006, Mr. Scheid was the Vice President of Investment Policy, Marketing and Research for Loring Ward Advisor Services, a division of LWI Financial Inc. In his nine years with the firm, he was instrumental in the development of key sales, marketing and research materials and initiatives. He has also served as Vice President of the SA Funds Investment Trust. His national speaking experience includes a presentation at the CFA Institute Annual Conference. He is a CFA charterholder and member of the CFA Institute and the CFA Society of San Francisco. He received his BSC in Business with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University.

Articles by Jonathan Scheid, CFA:

Any Gas Left in the Market’s Tank?

December 2, 2016

Leading up to the U.S. Presidential election, many voters anticipated that the markets would rally following a Clinton victory and fall following a Trump victory. Trump won, but markets didn’t fall. Instead, they rallied and rallied in a big way. Many U.S. stock sectors advanced on hopes that President-elect Trump’s policies would spur faster economic [...]

 

Election Collection: How Do Markets Perform During Presidential Cycles

November 7, 2016

It seems like the Presidential election cycle is getting longer and longer, but the end is finally in sight for our latest one. Soon the discussion will shift from who will be in office to what policies the new President will get to work on first. From an investing perspective, some of those policies really [...]

 

Election Collection: Harmony or Gridlock: Which is Better?


We all know the saying, “gridlock is good.” When applied to politics, gridlock typically refers to different parties controlling the White House and Congress. On the other hand, political harmony occurs when we have the same party controlling both the White House and Congress. With the upcoming election, the possibility for either political harmony or [...]

 

Election Collection: Roll Bounce: How Markets React to Shocks


When the United Kingdom (UK) surprised the world with their decision to leave the European Union (EU) in late June, U.S. and international stock markets did not respond well. Stocks around the world sold off because investors were concerned that this could slow economic growth in various regions and may lead to other countries leaving [...]

 

Election Collection: The Antidote to Uncertainty


Election Collection: Markets climb a wall of worry. This popular axiom has long been used to describe how, despite all the market shocks and concerning economic, political and geopolitical headlines, stock markets have historically proven they are fairly resilient. This resiliency was put to the test recently when voters in the United Kingdom (UK) voted [...]

 

Some Bond Questions and Answers

October 15, 2013

Why are “safe” bonds losing money this year? The tailwind to bond investing has turned into a headwind this year. The wind we are referring to is the direction of interest rates. Interest rates on bonds have been on a three decade long decline. Because of this, bond investors have essentially received a bonus in [...]

 

When Will QE End?

October 6, 2013

The Federal Reserve surprised investors on September 18, 2013 with news that they would continue their monthly bond purchase program. Investors had expected the Fed to start to taper (i.e., reduce the amount of bonds it purchased per month) its bond purchase program known as Quantitative Easing (QE). Since December 2012, the Fed has been [...]

 

Political Parties and GDP

January 9, 2013

Have you ever wondered why your candidate is better for the economy than the other candidate? Ever think supporters of the opponent are thinking the same? It is interesting to note that both sides feel their party and their candidates are better for the economy and stock market. We surely saw this phenomenon in last [...]

 

The Fiscal Cliff: Impact on 2013 Taxes

December 10, 2012

The U.S. economy is headed straight toward a Fiscal Cliff . After years of providing economic stimulus through lower taxes, many of these tax breaks are set to expire at the end of the year. Additionally, a number of automatic government spending reductions from the 2011 debt ceiling debate are scheduled to take eff ect [...]

 

Chase a Hot Investment at Your Own Risk

October 15, 2012

According to a recent study by DALBAR, most investors aren’t getting the stock and bond returns that are available to them. The table below examines the difference between what the stock market returned and what the average stock investor actually received (as calculated by DALBAR). For the 20 years ending December 31, 2011, the stock [...]