Happy New Decade! We are pleased to report you finished the year with a very strong performance. Congratulations! What's Next in 2020? We caution against extrapolating last...
Best Year This Century!
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Adding to Gains
Economic growth is chugging right along on a slow but steady path higher, supporting the positive investment backdrop. Furthermore, the Federal Reserve implemented a “midcycle...
Climbing the “Wall of Worry”
Stock and bond prices added to strong first quarter gains! The gains were briefly interrupted in May when stock prices corrected due, in part, to several troublesome headlines. ...
Surging Toward New All-Time Highs
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, A YEAR OF EXTREMES…WHAT’S AHEAD FOR 2019?
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...
Continued Volatility
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 Economy is Strong, But…
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...
Strong Quarter, Staying Positive
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...
Staying Positive: It’s Likely Just a Correction
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...
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...