Our latest market observations and research.
We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you informed on the decision making process we are utilizing to navigate your portfolio through...read more
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] stock market setback sets up for a stronger period ahead from which you can recover...read more
Joe Turner was the guest speaker at the San Francisco Technical Securities Analysts Association webinar on January 10, to present his 2019 financial market outlook. The TSAA – SF is the oldest society dedicated to helping investors become more knowledgeable and...read more
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 despite a very favorable economic backdrop. If you knew 12 months ago that the economy would...read more
There is little doubt that the US economy is in a state of slowdown. That’s actually a good thing, because it offers some time to pause and refresh, thereby postponing either a recession, overheating or both. These pauses perform the same function as a pit stop in a...read more
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 indicators had reached oversold levels and the stage was set for a stock market rebound. However,...read more