Thoughts on Recent Volatility
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...
2014 Q1 Client Call; Strategies for the New Year
2013 proved to be one of the best years in many. Where does that lead us to in 2014? Have prices for stocks become too expensive? What...
Grinding Forward in 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...
Is This a Bubble?
With stocks racing past all time high prices, we must ask ourselves is this a bubble or is this the beginning of a new era for stocks?
Beware of Taper Tantrums
Last week the stock market had a 4-day losing streak in the S&P 500. (A cumulative 4-day decline of 2.6% as of the writing of this...
Market Update and Tax Changes for North Carolinians
Quick Market Update The market continues to climb higher. We are having regular conversations about how high the market can go from here,...