Our latest market observations and research.
High Quality = Better Returns + Less Risk Click to watch a recording of the webinar - How to Earn Better Returns with Less Risk. Description: --Stock Market Update—Is the Correction Over? --Should You Be Chasing Returns or Chasing Safety? --Why We Believe It’s...read more
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 reminder that markets go through periods of weakness, despite last year’s nearly...read more
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 market? In a word, no! Click here to watch our webinar recording from March 15,...read more
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 resulted in nicely positive returns for your wealth, which adjusted for withdrawals, hit...read more
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 market moved erratically higher during the quarter despite geo-political saber-rattling,...read more
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 tensions, political infighting, falling oil prices and another Fed interest rate hike....read more