Information & Education

The King is back, so is the Market

Encouragingly the second quarter has done an about face with May and June proving to be two of the best months of the year, with broad participation across all global equity markets. So what is going on?

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In Like a Lamb, Out Like a Lion

2014 began with a whimper, and a tremendous sell-off that saw the market drop by slightly more than 7%, but gave way to a "lioness" recovery that offset most previous losses.

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Let the Good Times Roll

As 2014 begins we all wonder: can we possibly repeat 2013? The Dow Jones Industrial Average returned 29.7% last year and the S&P 500 was up 32.3%.

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Social Security — will it still be there when I retire?

The question everyone loves to debate. Baby boomers entering retirement is game changer.

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Fourth Quarter, 2013 Review

Led by the U.S., global stock markets marched higher. All of the major U.S. stock market indices were up over 30%. However, not all asset classes shared the same success.

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Is 80 the New 60 when it comes to retirement?

The question retirement specialists are asked most often is: "do I have enough money to retire?"

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Third Quarter

It is October 1, 2013, and in addition to me being on the ball and writing this a day after the end of the quarter, it is also what I expect to be one of the last calm days before what should be a very treacherous month ahead.

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Washington Worries

It is October 1, 2013, and in addition to me being on the ball and writing this a day after the end of the quarter, it is also what I expect to be one of the last calm days before what should be a very treacherous month ahead.

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Raise the Roof: March Madness is Back!

The fourth quarter 2012 was exciting: politically and economically. The re-election of Obama coincided with a strong stock market sell-off as the Market considered the political ramifications of a split Congress. The Market inched its way back up through December, but then was held back by fear of the fiscal cliff on New Year’s Day.

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It Was the End of the World as We Know It, and I Feel Fine

2012 is in the history books and what a year it was. From the Elections to the Olympics to the devastating natural disasters and to the Mayan “end of the world”. It was a tumultuous, exciting, and sometimes tearful year. But we made it through and are now looking ahead to 2013.

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Latest Updates & Information

1st Qtr Market Insights

1st Qtr Market Insights

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1 Q 2019 Market Commentary

The story about the U.S. economy remains positive. Unemployment seems to have reached a trough just below 4% while not leading to horribly negative effects on productivity, and showing mild wage inflation, concentrated in certain areas of the economy.

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4 Q 2018 Market Commentary

The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.

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