Trade War Worries

May 20, 2019 10:23 am

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is unsettled. The US could be at the beginning of a long drawn out trade war, […]

2019 Market Update

March 11, 2019 12:45 pm

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of 2019 brought renewed confidence. Q1 S&P 500 performance was the best in over 20 years. What happens next? Where we are not worried: The markets dramatically oversold in December and then […]

2019 The New Year

January 4, 2019 12:02 pm

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at […]

Market Turbulence

October 29, 2018 12:54 pm

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could eventually overshoot (raise interest rates too high) and stifle economic growth. While an overshoot seems unlikely until sometime in 2020, investors tend to signal their displeasure early. At this point in […]

Outlook for the Second Half of 2018

June 26, 2018 11:33 am

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]

The Stock Market’s Balancing Act

March 26, 2018 11:32 am

Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this past week.  Investors usually can handle one challenge fairly effectively, but when the pace of […]

Who…..or What is to Blame For the Recent Market Volatility?

February 6, 2018 12:30 pm

The Supreme Court back in 1919 found that while the freedom of speech is protected under the First Amendment, it does not however protect “dangerous speech.” The definition of dangerous speech being purposely vague. An example was provided by Supreme Court Justice Oliver Wendell Holmes in which he said “falsely shouting fire in a theater […]

The Case for Risk Management in 2018

January 2, 2018 12:52 pm

A friend recently said to me, “Anyone could make money in 2017.” Quite true, allowing for the slight exaggeration on “anyone.” The average equity investor benefitted from significant gains in the markets; The S&P rose 19%. IXUS (iShares Core MSCI International Stock Index) gained 28%, while even the traditional US Aggregate Bond Index had a […]