December 31, 2019

Party like it's 1999!

On paper 2019 is going down as the best year for the S&P 500 since 1997. The euphoria and confidence we are seeing at the end of the year feels quite similar to what we experienced at the end of the 1990s. It is also in stark contrast to the mood this time last year after the st...

September 30, 2019

Trade War, Recession, & Interest Rates

The 3rd Quarter brought some large fluctuations in both the stock and bond markets. By far the most often discussed topics in client and advisor meetings this quarter centered around the on-going Trade War, the impact of interest rate adjustments by the Federal...

June 27, 2019

Working According to Plan

It is easy to get lost in the short-term noise of the investment markets. While technology has certainly increased the amount of noise each of us sees each day, the short-term focus of the financial media has always been something which derails investors from achieving their...

March 26, 2019

Pressing Questions for Investors

The 4th quarter of 2018 was the worst quarter for stocks since the Financial Crisis, with December's drop coming in as the worst since the Great Depression. The start of 2019 has seen nearly the opposite, posting the best start to the year for stocks since 1987.

The la...

December 31, 2018

What in the world changed?

December is supposed to be a good month for stocks. Instead it turned into one of the worst Decembers since the Great Depression. Many people are now asking if this is a start of a bear market..

We will not know until we have the benefit of hindsight when the bear market act...

October 3, 2018

What's the Score?

With football season in full force and investors once again wondering why they aren’t getting double digit returns like the S&P 500 index, I thought I would bring out my favorite investing analogy (paraphrased from Mike Mason of Mason & Associates in Newport News, Virginia.)


June 30, 2018

A necessary war?

The stock market has been on shaky ground lately as the United States is escalating the potential for a heated trade war with China. China represents 47% of our total trade deficit. The US announced the initial shots in March, which was matched by China with their own tariffs (even t...

March 31, 2018

The aftermath of a parabolic move

2017 was a record breaking year for the stock market in terms of volatility (or lack thereof). This led to money flooding into stocks to start 2018 as the expectation for more calm ahead drew money away from other lower risk asset classes. The massive influx of cash...

December 31, 2017

Point of Maximum Risk

It is human nature to take the current environment and project it into the foreseeable future.  Whether it is a situation on the job, something with your kids, a sports team’s performance, or the stock market, this “recency” bias shapes the way we view most situations in life....

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