A Rough Start to The New Year

Stocks started out the New Year with a bang, though not in the direction investors were hoping for. As for 2015, it certainly ended on a whimper. For all of 2015, the S&P 500 Index closed lower by -0.7%. On the surface that looks like a small decline, but since a handful of market leaders […]
2016 – Early Market Volatility

Many of you are probably wondering what caused all of the volatility in the stock market this week, and how it factors into our outlook for the remainder of the year? Before we get into that, we want to remind clients that we had talked (and written in our newsletter) about getting more defensive in […]
Is This Aging Bull Getting Tired?

For the past 6+ years we have been hanging onto this bull and trying to ride it as long as possible. That strategy has served us in good stead as we helped investors’ not only recoup their losses from 2008 but continue to grow their assets. But now in its 7th year, the bull market […]
The Fits and Starts Economy

The most recent employment report came in much weaker than expected and left some investors scratching their heads and wondering about the strength of this prolonged economic recovery. The US economy added only 126,000 new jobs in March, down from 264,000 in February. This was the smallest increase since December 2013 when 109,000 jobs were […]
What’s Different About 2015

It is that time of year again when market strategists roll out their predictions for the coming year and pen their thoughts on how they believe financial markets will fare. We pay attention to these forecasts to see if there are any overwhelming consensus views among market participants. The reason for this is that the […]