As tax season quickly approaches, the scramble begins to organize the reams of paper and forms it takes to prepare a return. Add to that frustration the news coming from the IRS that due to budget cuts, their service will be very poor this year and refunds will be delayed, and you get the feeling […]
Although we don't believe in follow-the-fads investing, we do believe it's important to know the latest market happenings. And we share them with you.
This year has provided many wake-up calls to those that think they know in advance what will happen in the investing markets. Trying to time highs and lows is a lesson in futility. Going into the new year of 2014, the general consensus was that interest rates had to rise since the economy would begin […]
For the past year or so we have opined that we are in a secular bull market which may very well have many years left to run. It has also been stated that during these cycles market values tend to correct every four or five years. Since the beginning of this year the expectation of […]
In the two week period from July 23rd through August 7th, the Dow Industrials and S & P 500 declined about 4.5%. Headlines touted this as the beginning of the next major decline from the current record highs. Novice investors headed for the exits selling not only equities, but also high yield (Junk) bonds. It […]
What a difference a month or so makes in the markets today. Towards the end of May, we printed that the small company stocks and technology were taking a beating in relation to their larger issues. Since then, the smaller caps have raced back near their all-time highs. A recent wealth management survey shows that […]
At this time of year regulations require that hard copies of specific data relating to our firm and your privacy be provided to all clients. Our Ethics statement, Privacy practices, and any material changes to our business model are enclosed in this mailing. We also take this opportunity to pen a hard copy of our […]
The volatility we have seen in the markets over the past month can be chalked up to what analysts call “sector rotation” This occurs when one sector that has generated large gains over the recent period suddenly becomes overvalued in the eyes of traders, and is sold off in a concerted effort to lock in […]
Equity markets here in the States have recently reached all-time highs once again. The time for the naysayers has begun again with predictions of another major decline in stock values. The analysts we follow and communicate with do not see a significant drop in the near future. In fact, the next few years look quite […]
“As the first week in January goes, so goes the rest of the year.” This quote is bantered around at the beginning of each year and closely watched to help give a clue on what the year will bring to stocks. Another indicator has to do with the second year of a second term President […]
As another year ends, we look back and reflect on a year that many thought would be tough for the markets. Equities started off the year moving higher and except for a slight pullback in June due to the Federal Reserve’s comments about stopping their quantitative easing program, continued to make new highs right into this year’s end. Declines due to worries over inflation, Syria, Iran and the various political scandals never materialized leaving the majority of investors sitting on the sidelines missing the year’s gains.