Below is a list of our most recent newsletters, if you would like to view any of our archived newsletters, please click here.
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors. One year ago after LPL Research published Outlook 2019 we were all tested with market volatility, and that’s a reminder that we need to continue to be prepared for uncertainty in the markets. As […]
Three-quarters of the year is behind us now, and both stock and bond markets have had a strong year so far, although we expect to see regular — but normal — bouts of volatility as we progress through the fourth quarter. In its first week October has lived up to its reputation as a volatile […]
I am writing this newsletter early Tuesday morning, so it won’t include the action of the Federal Reserve (FED) in their meeting on interest rates which is taking place as I write this. Expectations are for a cut in the Fed Funds rate, but nothing is certain these days. The equity markets rose in the […]
Historically, August has proved frequently to be a volatile month for equities and yesterday’s market action reinforced the August data. The Dow 30 Industrial Average closed yesterday at 25,717, down over 700 points from Fridays close. Today, as I write this, the Dow is up 193 points, trading at 25,906. Even so, 2019 has been […]
The Dow 30 Industrial Average and the S&P 500 are relatively near their all-time highs. The 10-year United States Treasury Bond has recently traded below 2.00%. These low interest rates are against the backdrop of some countries in Europe experiencing negative interest rates. In Germany for example, you may deposit funds for a committed period […]
In my April Newsletter, I mentioned the possibility of more market weakness in our future. Well, we certainly have gotten that, and Chinese trade tensions are primarily the cause. On May 5, President Trump threatened to raise tariffs to 25% (from 10%) on $200 billion in Chinese imports, surprising investors who thought the United States […]
U.S. stocks are sitting at the same level they were seven months ago, but the path has certainly not been straight. Equity investors have been on a bumpy ride since September 2018, and investors’ resolve has been tested amid back-and-forth in trade negotiations, a historic government shutdown, Brexit, the Federal Reserve’s (Fed) U-turn in policy, […]
Small capitalization stocks staged a furious rally to kick off 2019, with the Russell 2000 up nearly 18% year to date at the early March peak. Of course, small caps were down far more than large caps late last year, as the Russell 2000 lost 20.5% in the fourth quarter for the worst quarterly decline […]
In my last letter, I said we would be contacting you for arranging account reviews. Obviously, equity market volatility has occurred since then and it has made the appointment making process challenging. I have good news though. I am embracing a new appointment making technology that will enable clients to go to a link online […]
Right after my last newsletter in October, the equity markets dropped quite a bit making my timing look a bit awkward, but the reality is, corrections are part of this game and for the higher returns of stocks and bonds over cash long-term, volatility is sometimes the price of admission. I am trying to bring […]
I attempt to be apolitical (non-political) in these newsletters because my client base is broad and varied and I like to honor our American values and traditions and try to respect the right of all to their personal views. Know then, when I bring up events, I am bringing them up as they affect investing, […]
Many of the phone calls I receive these days are conversations of concern. With our lives inundated by technology, social media, electronic screens (TV’s, computers and phones) and a constant news barrage of anything bad happening in the world, some people may begin to feel “disheartened”. If you have become one of these, know that […]
After last evening announcing his choice for the Supreme Court, Judge Brett Kavanaugh, President Trump is flying this morning to Europe to discuss NATO (North Atlantic Treaty Organization) obligations and strategies with our allies. His reception is expected to be “cool”, because he has put off some of Europe’s leaders with tough talk on NATO […]
Yesterday, the Dow 30 Industrial Average rallied almost 300 points on news that the United States has compromised with China on trade and that Tariffs, for the time being, will not be used. The Index is currently hovering around 25,000 and today, the Index is down 100 points and is most likely digesting yesterday’s move. […]
In last month’s newsletter I discussed some of the conditions that precede recessions. One of them was an inverted yield curve. This is a condition where short term interest rates become higher than long term rates. While the yield curve has flattened of late, it is far from inverted. Looking back at the last 5 […]
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