Yesterday, the much-anticipated Republican tax plan was released to the public. Many hoped this document would provide specifics about what tax reform might actually look like. However, this latest draft is just an expanded version of the two-page … [Read more...]
Not in Kansas anymore, Toto
The global financial markets remain very, very volatile during 2016. There is a lot of “bad” news out there and new risks appear to be coming out of the woodwork! Growth is only marginally accelerating. China’s growth is only creeping along at … [Read more...]
3 Points to Consider today
1. “Stay focused on the long-term and be cautious of the emotional roller coaster.” Why? As shown below, even professional institutional investment committees who make knee jerk reactions have been proven wrong. 2. “History has proven that a … [Read more...]
Market Commentary | Year-End 2015
Wrapping Up the Fourth Quarter As 2015 winds to an end, investors are beginning to exhale. Finally, the Federal Reserve raised interest rates, important tax legislation passed (some good, some bad), the economic environment stubbornly continued to … [Read more...]
Market Commentary | October 2015
Dear Lucy, We Really Thought We Could Trust You This Time We all remember the comic strip Peanuts where Lucy Van Pelt convinces Charlie Brown to trust that she would not pull the football away if he kicked it. Through repeated pleas, he reluctantly … [Read more...]
Market Commentary | Quarter 3 | 2014
The Practiced Science of Patience in Forecasting Just as the sun rises in the East and sets in the West, the stock market will advance and decline, but it has always grown following its declines to reach new highs. Common questions we hear from … [Read more...]
Market Commentary – December 31, 2013
Click here to view our Fourth Quarter Market Commentary. … [Read more...]
Market Commentary – September 30, 2013
Interest Rates – they rise and fall…but not in a straight line In our June commentary, we referenced the peak of the 10-year treasury yield of 15.84% on September 30, 1981 and the all-time low of 1.43% on July 25, 2012. Rising rates will be with us … [Read more...]
Market Commentary – June 30, 2013
Buckle Your Seatbelts – Volatility is Back The stock market had its first taste of volatility this year on June 20 when Ben Bernanke, Federal Reserve Chairman, stated that the Federal Reserve (Fed) will pull back quantitative easing (QE) by tapering … [Read more...]
Market Commentary – March 31, 2013
The Life of Reilly is a fictional story that demonstrates some interesting analogies to today’s market environment. Mr. Reilly was a down-and-out stock analyst who hyped recommendations of other analysts. Rarely did he get money managers to return … [Read more...]