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STEADY AND STRONG STOCK MARKET PERFORMANCE
After a volatile first half of the year, market gains accelerated in the third quarter. Encouragingly, the recent advance unfolded with a welcome steadiness and a more stable...
Whatever Happened to the Business Cycle?
July 2018 will mark the 108th month of the economic recovery, making it the second longest expansion in history. Another 12-months or so and it will be the longest ever....
Webinar: How to Earn Better Returns with Less Risk
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...
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...
Webinar- Volatility Returns: Is There More Life Left in this Bull Market?
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...
The Holy Grail Investment Formula – Part 2
In my last post, The Holy Grail Investment Formula – Part 1, we came to the conclusion that if you focus your investments in high quality (wonderful) businesses you can earn...
The Holy Grail Investment Formula – Part 1
High Quality = Better Returns + Less Risk and Financial Peace of Mind What would you do if I handed you a map to the Holy Grail of investing? Would you toss it in the trash...
The Big Blow-off Before the Big Blow-out?
US stock prices are currently reflecting an exceptionally high level of confidence. Certainly much higher than when we wrote our August 2016 article Stocks Are Breaking the Glass...
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...
What Would It Take to Trigger a Secular Reversal in Bond Yields?
In the fall of 1981, the twenty-year US bond yield peaked slightly above 15% and has been zig zagging down through each successive business cycle since. During the last one...
Good News Investors: Low Risk of Recession Today
New Highs for the Pring Turner Leading Indicator Suggests Low Risk of Recession Today Most severe stock market declines (-20% or more) have occurred during economic recessions....
Another Cyber Security Breach: 3 Steps to Help Protect Yourself
In our ongoing efforts to protect and grow your wealth, we include protecting you from a growing risk—cyber-fraud. Another major cyber security breach made the headlines...
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...









