January 26, 2016
A time to play defense (revisited)
US Markets have been trending lower since August – except for one big rally in October. A “Buy and Hold” strategy will probably not work here. We believe more active management…
January 20, 2016
Markets Continue to Slide. What’s Next?
Exclusive Content If you are a client, sign in below to access exclusive content. Stocks closed down again Friday ahead of the long holiday weekend after disappointing earnings, more China…
January 11, 2016
Markets Tumble to start the New Year, What you need to know
China’s ongoing economic woes are causing major turmoil in stock markets around the world. Disappointing data from China included reports that factory activity dropped for the 10th consecutive month, squashing…
January 5, 2016
A ‘rough’ start to 2016 for investors
The New Year brought in ‘fireworks’, but not the kind investors were hoping for. Instead, investors were greeted with a major selloff to start the New Year. One of the…
December 22, 2015
Will we get a ‘Santa Claus’ rally?
We came into December with ‘decent’ expectations of a ‘year-end rally’. History was on investor’s side as well. Since 1950, December has been the best performing month, averaging 1.7%. It…
December 15, 2015
Global Growth Worries Continue to Plague Markets
Exclusive Content If you are a client, sign in below to access exclusive content. Markets ended a volatile week sharply down after oil hit near-seven-year lows and a major corporate…
December 8, 2015
What does a Fed rate hike mean for your investments?
During my appearance on CNBC this past Friday, we talked about many things. One of the important subjects was the discussion about rates. It is my opinion that the Fed…
December 1, 2015
What you need to do before year end…
The data we got last week suggests that the economy is still chugging along. Investors got their second look at third-quarter Gross Domestic Product and were cheered to learn that…
November 17, 2015
How Will the Paris Attacks Affect Markets?
Exclusive Content If you are a client, sign in below to access exclusive content. Markets gave up gains last week and closed lower, ending the worst week since mid-August. Nerves…
November 10, 2015
What does a surprising Jobs Report mean to investors?
Markets ended last week on a high note, marking the sixth straight week of gains and the longest winning streak for the major averages since late 2014.1 For the week,…
