Information & Education

QE3

As we head into the last quarter of 2012, we are on the summit, or apex, of the Market year. In the 3rd quarter the market rallied and was up 6.35%, and 16.4% for the year. In addition, the S&P 500 Index for the 1-year period ending 9/30 is up 27%. The Markets are not only at 52 week high, they are at a 4-year high.

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The Storm after the Calm

We have all heard the expression that if something appears too good to be true then it normally is. After two consecutive quarters of double-digit returns, reality has set in.

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Surprise Surprise Surprise

After an extremely volatile 2011, the 1st quarter of 2012 brought us what can best be described as “Surprise, Surprise Surprise”. If this sounds familiar, it is because this was once the catchphrase of noted philosopher Gomer Pyle (I know some of you reading this have no idea who I am referring to.)

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Much Ado About Nothing

As the calendar turned to 2011, most analysts within the investment circle believed that both the market and economy had finally turned the corner from “The Great Recession” of 2008, and while most expectations for the year were not necessarily calling for great market returns, most of the so-called experts were calling for a solid market performance year.

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Shock Wave

A fond memory I have growing up in Oklahoma City is driving to Dallas, Texas to go to an amusement park called Six Flags. When I was around twelve years old, they introduced a new roller coaster called the “Shock Wave”.

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Rainy Days

Each quarter when we write our Market Commentary, we do so by comparing the Market to recent events, popular songs, award-winning movies, etc. In analyzing the 2nd Quarter, it was quite clear that the theme had to be based on the weather.

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Teflon Market

Near the end of the First Quarter, Japan was devastated by a Tsunami, a nuclear threat, and a series of earthquakes. Based on the number of phone calls we received from plan participants, it is evident that people are nervous about how this will affect the economy and the Market.

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Indian Summer

The expression "Indian Summer" is used to describe an unseasonably warm fall day. This phrase came to mind as we reflected on the third quarter.

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Groundhog Day

If you have recently awoken in a cold sweat with an eerie feeling that you have been here before, you are not alone. Does it feel like "Groundhog Day'' to you? Those of you old enough might remember the classic 1993 movie starring Bill Murray, where his character kept waking up to the same day over and over again. Did the 2nd Quarter, 2010 stock market performance make you think that you kept waking up in 2008?

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Market Climbs the Wall of Worries

Earlier this week while I was leading an education meeting, I asked the group a simple true/false question. The question was “by a show of hands who thinks the market was good in 2009?” I was shocked that only one hand went up.

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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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