Wow! The first three months of market returns sure made a nice year for investors!  As we pointed out in the January newsletter, “Our strong belief is that this temporary [Fall...

2018 started off with a very strong January for stock investors and finished with December being one of the weakest months in many years! Indeed, this was a year of extremes...

In light of the dramatic stock market sell off we wanted to bring you up to date on our thinking. In our most recent update we reported many short-term technical market...

The stock market caught a second wind during the summer months. After a wild roller coaster ride in the first half of the year, stock indexes finally cleared their late January...

Photo by Jungwoo Hong on Unsplash The stock market grew nicely this quarter, despite fears of possible trade wars, higher interest rates and interim bouts of volatility. A rather...

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...

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...

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 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...

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...