top of page
Volatility Continues

October 2015

This week’s market move made headlines again. At this point the S&P 500 is still above the low from August, but we could certainly retest those levels.


No Bite Without "FANGs"

December 2015

The market is doing fine, why am I not? Four individual stocks are doing well, but most other stocks are negative.

Why Cheap Energy Is Making Stocks Cheap Too

December 2014 

The price of energy is falling and stock prices are currently following the trend. We are getting lots of questions on this. The short answer is:  investors do not like uncertainty.

Life and Death by Diversification

February 2015

Stay diversified. If history is any guide, this one decision may be the difference in life or death for your portfolio’s future.

An Update on Greece

July 2015

Equity markets had their worst day of the quarter and it seems to be all about Greece.

Market Volatility Update

August 2015

Last Friday was one of those days in the stock market that makes headlines. As we are writing this on Monday morning, it appears that today will be similar. On Friday the overall U.S. indices moved lower by about 3% with the Dow Jones Industrial Average down 530 points.  The index is now around 10% below its high in May.

Rapidly Changing Economic Landscape Spooks Markets

October 2014 

In the past couple of weeks, investment markets around the world have seen significant increases in volatility.  This article will help you understand some of the key issues spooking the markets.

Have We Recovered Yet?

September 2014 

For several months now the news has been that the S&P 500 index is reaching new all-time highs.  Nevertheless, I think many investors question whether we are out of the woods yet. 

Renewed Volatility

August 2014 

The last week has brought a little turbulence to equity markets. In fact, July ended up being the first down month for the S&P 500 since January.

Continued Market Volitility

March 2014 

The most recent “reason” for volatility has been centered around Russia and Ukraine. Our hearts and prayers go out to the people of Ukraine as they undergo both an internal political crisis and what appears to be military intervention from Russia. We believe that...

Thoughts on Recent Volitility

February  2014 

As many of you may have noticed, the S&P 500 dropped 2.96% in the last 2 trading days of last week. (1/22/14 – 1/24/14) This round of market volatility was brought about in large part due to concerns over economic weakness in emerging markets and a poor reading on Chinese manufacturing. 

The Most "Hated" Bull Market

June 2014 

As the current bull market enters it's sixth year, many market watchers are calling this bull market the most hated of all time.  We see reasons that many may feel this way, but they are not what is being talked about.



Happy New Year! As we get started in 2014 we thought it might be helpful to outline our 2014 market outlook. At present, we have a general view that returns for stocks in 2014 could be described as a “forward grind”.  This is fundamentally different than our view at the start of 2013.
Grinding Forward in 2014

​January 2014

bottom of page