August 24, 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....

June 26, 2014

The Most "Hated" Bull Market


Last week, CNBC did a story on why investor sentiment and public opinion regarding the viability of our current bull market cycle is so poor.  As this bull market moves forward into its sixth year, some point toward historical data that reveal...

March 18, 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 Russia’s...

February 21, 2014

Snow and Ice may have surprised us and spoiled our Valentines luncheon, but we are well aware of the forcast for this year's forecast for the markets.  We stand prepared to take appropriate actions to help you navigate these very normal market cycles.

February 2, 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 Chines...

January 4, 2014

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 s...

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