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...
2017, Another Good Year for Investors – What’s Next?
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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...
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...
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...
Meeting the Investment Challenges
Summary Our typical portfolio was well positioned and, despite the many challenges, performed nicely with attractive returns. We take comfort in relying on time tested market...
Keep Your Investment Seat Belts Fastened
In our October Newsletter, Reducing Risk to a Safer Portfolio Speed, we explained how stock market driving conditions were more hazardous and why it was prudent to maintain a...
2016 Challenges Set Up Investment Opportunities
2015 Déjà vu. The perception is that the stock market averages were little changed in 2015. In fact, the typical stock was lower for the year. The reality is best described as a...
Reducing Investment Risk To A Safer Portfolio Speed
The summer quarter for the stock market started out in promising fashion but unexpected news of China’s currency devaluation abruptly reversed any positive momentum and...
Optimistic for a 2nd Half Investment Rally
For the stock market, it was a most deceiving first half of the year, punctuated with a real-life Greek drama. The quarter ended with the S&P 500 price average virtually...