Fed Raises Rates

Weekly Update – December 19, 2016 Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%. We also saw a variety of data released, giving a similarly mixed view of recent economic activity. Retail sales [...]

December 19th, 2016|

What kind of planner are you?

I’m obviously biased when discussing the importance financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to review your financial plan and answer any questions you may have. According to research sponsored by the CFP Board and Consumer [...]

May 19th, 2015|

Market Commentary: Crisis Averted

The US Markets had a slight pullback in the final week of the month, but finished October overall with solid gains. The highlights of the month were once again centered on politics and the Federal Reserve. The global economy collectively breathed another sigh of relief on October 16th. With less than 24 hours before the [...]

November 12th, 2013|

What kind of planner are you?

I’m obviously biased when discussing the importance of financial planning. However, I’d like to present some findings that may (or may not) surprise you. At the end, you’ll find a FREE offer from us to reward you for looking into this further. According to new research sponsored by the CFP Board and Consumer Federation of [...]

October 16th, 2013|

Post-Election Market Commentary

The buzz-word on Wall Street the day after the election was ‘uncertainty.’  While investors now know that President Obama has been re-elected, two significant sources of uncertainty in today’s marketplace remain: the so-called fiscal cliff and the debt ceiling. In a market where political and economic uncertainty continues to prevail, investors will be best served [...]

November 9th, 2012|

Global Indicators Remain Weak: October Market Commentary

For the month of September, the Dow Jones Industrial Average rose 2.65%, the Nasdaq Composite rose 1.61%, and the S&P 500 rose 2.42%, all for their fourth consecutive monthly advance. At this point, we think the potential for substantial gains in the markets are at a high point until some of the structural issues facing [...]

October 4th, 2012|

Market Commentary: Week Ending 03-16-12

The global markets saw big gains for the week. With the current gyrations in the markets, I thought I’d share my perspective on my current stance. Buy Low The US stock market has put in a nice run since October 2011. But, most of the gains, undeniably, have come along in a period where the [...]

March 19th, 2012|

Market Commentary: Week Ending 03-09-12

Global markets posted a fairly flat week. The big news for the week was the Greek debt restructuring that was approved on Friday. Private holders of Greek bonds, who for the most part are banks, hedge funds and the like, agreed to a “haircut” of up to 74%. Greece had as much as 85% of [...]

March 12th, 2012|

Market Commentary: Week Ending 03-02-12

For the most part, global markets posted very modest gains for the week. Yet again, the big market driving news of the week came from a central bank. This week it was the European Central Bank (ECB) and their most recent lifeline to the banks in Europe. On Wednesday we awoke to the news that [...]

March 5th, 2012|

Top 3 Investment Myths

When talking to potential clients about my investment strategy, it’s common to hear a lot of the same arguments for the ‘buy and hold’ strategy that their current investment advisor is utilizing.  Below are the top 3 “investment myths” I hear the big investment advisory firms telling their clients: 1.  Your portfolio will be just [...]

February 10th, 2012|