May Market Commentary: Ignore the Distractions

posted on June 22nd 2017 in Market Commentary with 0 Comments

The steady diet of headlines pouring out of the Trump administration has been unsettling for most Americans, regardless of where they sit on the political spectrum. We know equity markets loathe heightened uncertainty — and what is happening in Washington is generating an enormous amount of political uncertainty. The word “impeachment” has even been bandied […]

Read Article

The February Market Recap

posted on March 19th 2017 in Market Commentary with 0 Comments

Table 1: Key Index Returns Source: Wall Street Journal, MSCI.com, CNBC, Morningstar MTD returns: January 31, 2017 – February 28, 2017 YTD returns: December 30, 2016 – February 28, 2017 *Annualized **In U.S. dollars   Awash in a pool of politics The market narrative that has dominated the news cycle since November has been the […]

Read Article

Income In Our Golden Years

posted on February 26th 2017 in Market Commentary with 0 Comments

As adults, we know the importance of saving for retirement. It’s really easy. Just set up an automatic withdrawal from each month’s paycheck and direct it into a retirement account. What becomes trickier is the amount we should be saving and how we should best invest it. But what happens as we enter retirement? We’ve […]

Read Article

All Trumped Up

posted on February 19th 2017 in Market Commentary with 0 Comments

A recurring theme you’ve heard from us is that stocks take their longer-term cues from what’s happening to corporate profits and expectations of corporate profits, how the economy is expected to perform (which supports profits), and what’s happening to interest rates. But shorter term, any number of events or issues can creep on to the […]

Read Article

A Look Back at 2016 and What Might Be Ahead

posted on January 18th 2017 in Market Commentary with 0 Comments

2016 has come and gone. It started out in a very rocky fashion, with comparisons to 2008 that were too numerous to count. Let’s be clear. As we’ve emphasized in past summaries, markets don’t always trade in a quiet and orderly fashion. But, just because we run into turbulence doesn’t mean it’s time to retreat […]

Read Article

Summer’s Hot Issues

posted on June 8th 2016 in Market Commentary & Newsletters with 0 Comments

On May 21, 2015, the S&P 500 Index closed at 2,130.82, an all-time closing high for this broad measure of 500 large U.S. companies. In the year since, it has failed to recapture that level. It’s not uncommon for the major indexes to go through periods where gains are elusive or we experience unwanted volatility. […]

Read Article

Why We Buy What We Buy

posted on May 5th 2016 in Market Commentary with 0 Comments

Last month, we wrote about stocks and how the collective wisdom of the market values, or prices, companies. Continuing on with that theme, it’s important to understand why we may recommend a particular stock, bond, or any investment for one person, and why that same security may not be appropriate for another. In some ways, […]

Read Article

Calmer Waters Are Welcome

posted on April 11th 2016 in Market Commentary & Newsletters with 0 Comments

Probably the simplest reasons anyone invests in stocks are to make money (capital gains), generate income (dividends), or some combination of the two. Of course, that really is putting it in the simplest of terms. Many of you have chosen to follow our recommendations to place a portion of your nest egg in a diversified […]

Read Article