Bottom line: while stock prices may take a short-term breather, we expect your portfolio to keep rolling right along.This past quarter, stock prices continued to advance as...
Rolling Right Along
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“It’s Only When the Tide Goes Out…”
Despite alarming news stories, our leading economic and market indicators are now pointing towards improving conditions and upside opportunities.Although stocks experienced a...
2023 – A Transition Year
Investors faced a minefield of problems in 2022. The year began with the S&P 500 stock index at all-time highs. Then Russia invaded Ukraine. Oil, along with most consumer...
It’s All About Interest Rates
This year continues to be one of the worst years for stocks and bonds combined. After kicking off the quarter with a vigorous rally, stock prices reversed direction and finished...
Survivor
Survivor is the title of an ever-popular reality television series, where a group of contestants are stranded in a remote location with little more than the clothes on their...
Bumpy Quarter For Most Investors, But You Weathered the Storm Well
The first quarter of 2022 proved to be a real challenge for investors. A mid-quarter 13% stock market plunge was particularly rough. Bonds were no help at all, as interest...
A Golden Way to Protect Yourself from Inflation
Wow, in 2021 inflation surged to its highest rate in 40 years! This might not be a huge shock if you shop for groceries or fill up at the pump, but should you be concerned? While...
45 Years – Quality. Stability. Confidence.
Congratulations! We are pleased to report 2021 was a strong year! In fact, stocks have now advanced over the last seven consecutive quarters! This year’s path was unusually...
Worries, Worries, Worries… And Reasons to Stay Optimistic!
Summer doldrums plagued the markets as stocks traded in an erratic price range that became especially volatile as the quarter ended. Investors turned more cautious as a wide...
Grateful for the first half… Gains likely to Moderate Ahead
The stock market continued its blistering rally off of the pandemic lows set in March 2020. Indeed, gains were achieved in the last five consecutive quarters—an extraordinary...
What A Difference A Year Makes
It is hard to imagine that only one year ago investors braced themselves for Armageddon as the Covid pandemic and related lockdowns suddenly gripped the world. Stock prices,...
Good Riddance 2020, Happy New Year
Stocks enjoyed a solid quarterly performance, which added to the very strong recovery from March’s major market low. While 2020 started off on a smooth growth trajectory, nobody...