Information & Education

Down but Not Out

In our Commentary for 4th Quarter of 2007, I compared the market to a flight I had recently taken and titled it “Turbulence”. As we conclude the 1st quarter of 2008, it is apparent that we are continuing the bumpy ride that we started in the final quarter of last year.

Read full story


Each quarter at Pension Advisors, I write a commentary about what happened in the market for the latest quarter as well as the past year. I also discuss what I expect to see affecting the market in the months ahead. While I will go through the events of the 4th Quarter of 2007, I will focus more on what is going on now and what we see ahead.

Read full story

Shake, Rattle & Roll

I have been in this business for over 16 years now and have never experienced anything like the 3rd quarter of 2007. I recently tried to describe the market activity to a participant and compared it to Joe Turner’s 1950's hit song. First we were all Shaken, then we were all Rattled by the market, then the Fed adjusted rates and the market Rolled.

Read full story


On Independence Day, I enjoyed watching a wonderful fireworks show. As I was thinking about it, I could not help but think that from a market perspective, we saw some real "Fireworks" during the 2nd Quarter of this year.

Read full story

March Madness

One of my favorite times of the year is from mid-March through early April. This period hosts the NCAA Tournament, Opening Day for Baseball, and The Masters golf tournament. CBS sportscaster, Brent Musberger, popularized the term “March Madness” back in 1982 to describe the frenzy associated with the NCAA Tournament.

Read full story

The Goldilocks Effect

As we said goodbye to 2006 and ushered in 2007, I contemplated what made 2006 such a good year in the market. There are a variety of factors that contributed to the S&P being up 15.8%, but I believe the single biggest factor was the Federal Reserve halting interest rate changes.

Read full story

Boomer Sooner

Normally, I spend my Saturday afternoons in the fall cheering for my favorite college football team, the Oklahoma Sooners. Having grown up in Oklahoma, one of the first things that every child learns is the school fight song called, "Boomer Sooner”.

Read full story


In our 1st Quarter 2006 Market Commentary, I expressed some concern over what I felt could happen in the market, and unfortunately many of those concerns came to fruition during the 2nd quarter of this year.

Read full story

Market on the Brink

As we have just ended the 1st Quarter for 2006, from an investment standpoint, things appear very good. We often hear in a movie or read in a novel, “things are often not as they appear”. As we head into the summer months, the market is facing a crossroad that it has not experienced in some time.

Read full story

Questions? Fill out the form below:

Fill out my online form.

Latest Updates & Information

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

Read full story here

Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

Watch video here

1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

Read full story here

4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

Read full story here