Volatility returned to the markets during the first quarter and stocks are experiencing their first significant correction in well over a year. Indeed, the last two months are a...
Staying Positive: It’s Likely Just a Correction
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Webinar- Volatility Returns: Is There More Life Left in this Bull Market?
Stocks are experiencing their first significant correction after a steady 15 month rally. Does this recent bout of volatility change our long-term positive outlook for the stock...
2017, Another Good Year for Investors – What’s Next?
Your investment portfolio generated strong gains with low volatility despite the year starting full of uncertainty and concerns of a new and quite unorthodox administration. This...
New All-Time Highs Once Again
We are pleased to report new all-time high portfolio levels for typical accounts (adjusted for withdrawals), especially given the many challenges facing the markets. The stock...
The Bull Market Forges Ahead
The stock market sustained its winning ways this past quarter and so did your investment portfolio. Stock prices continued to work their way higher, despite many worrying global...
A Good Start to 2017, But Has the Stock Market Advanced Too Far, Too Fast?
Despite the Federal Reserve raising interest rates once again and all the political cross-currents, it turned out to be a good quarter for the stock market and a slightly...
When will Rising Rates Deliver a Knockout Blow to an Overvalued Stock Market?
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is...
40 Years of Investment Consistency Amidst Volatility
Summary No one knows the specifics of new economic policies nor when they will begin to affect the economy, but our view from Main Street, Walnut Creek is the positive aspects...
Election 2016: 7 Crucial Investment Questions Answered
Our Investment Advisory clients experienced nine months of solid performance despite numerous stiff headwinds in 2016. The headwinds started in the opening weeks of the year with...
A Turn in the Tide: The Case for Rising Interest Rates
The purpose of this article is to make the case for a primary trend rise in yields. If this assumption turns out to be correct, it is within the realm of possibilities that this...
2016 Fall Financial Market Outlook
Summary This update focused on the challenges facing investors. Retired investors are especially challenged to both protect and grow their portfolios in today’s low return...
A New Cyclical Bull Market in the Oil Patch Has Begun
The price of crude oil topped out in June 2014, then bottomed in February 2016 and has since partially recovered. During this period, the price of oil plunged by 76% and reached...