Our latest market observations and research.
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
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 positive one for bonds. Your portfolio participated broadly on the upside to mark another...read more
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is an emerging trend of rising interest rates. We made the case for rising rates last year,...read more
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 will outweigh the negatives. Contrary to conventional wisdom, stocks responded very well to...read more