The Markets and Your Assets July 25, 2017

The market and our client accounts continue to grind higher in the early stages of this quarter. If historical measures could serve as a guidepost, the outlook for the market is strong. Since 1945, when the market has been up in January and February, it has finished the year positive all 27 of 32 times […]

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Market Overview 2017 2nd Quarter

A “Goldilocks” Market Turmoil in Washington, geopolitical concerns, a four hundred point one day drop in the DOW, and higher interest rates were not enough to keep the markets from creeping higher in the second quarter. Led by the FAANG stocks (Facebook, Amazon, Apple, Netflix, and Google) markets were able to largely dismiss the predominantly […]

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The Markets and Your Assets May 10, 2017

This quarter, the market shrugged off geopolitical uncertainty and has moved back to the top end of its trading range that it first set in February. A lack of progress in Washington, international conflict, and the French elections has not been able to derail the markets. The S&P 500 is back to 2400, its record […]

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Market Overview 2017 1st Quarter

1st Quarter 2017 Market Overview The Big Picture Following the financial crisis in 2008-2009, the market staged a recovery but it began to run out of juice by 2011. At that time, the Federal Reserve was trying to figure out how to repair our economy and help it escape the lingering ills of the crisis. […]

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