17 Financial Resolutions for 2017

With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s [...]

January 5th, 2017|

Special Update: 2016 in Review

Weekly Update – January 3, 2017 Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined. The S&P 500 lost 1.10%, the Dow was down [...]

January 3rd, 2017|

4 Things Retirees Can Learn From Peyton Manning

After 18 years and a very successful career in the National Football League, the Denver Broncos’ star quarterback, Peyton Manning, retired in 2016 at the age of 39. We wish him well and hope he made the preparations needed to enjoy a long, comfortable retirement. If he did, he’ll be in the minority. Research shows [...]

August 24th, 2016|

Don’t Overspend This Holiday Season! Here’s How…

I took my two-year old daughter, Lexi, to Trader Joe's yesterday to buy two turkeys. Over the past couple years I’ve picked up the hobby of smoking meat, so I’m going to try smoking a turkey for the first time, and just in case something goes wrong, I'm going to fry the other one.  If [...]

November 21st, 2013|

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|

May Market Commentary: Why We Remain Cautious

The markets continued their climb higher last month, with the exception of the Russell 2000 which consists of small-cap companies. However, economic data points continue to show weakness. Below is a chart showing the economic data that was released the last week of April, as well as a column indicating whether the data was positive [...]

May 16th, 2013|

February Market Commentary: Market Correction on the Horizon?

January saw Congress vote to kick the debt ceiling can down the road for a few more months.  This means that there is now a temporary suspension of the debt ceiling until May 19th.  The bill, known as the ‘No Budget No Pay Act of 2013’ directs both parts of Congress to adopt a budget [...]

February 14th, 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|

Monthly Market Update: June 2012

There’s a popular stock market adage that says “Sell in May and go away,” due to the belief that the months of November-April have significantly stronger growth on average than the months of May-October.  This May sure didn’t do anything to disprove that theory.  The past month was arguably the worst the markets have seen [...]

June 11th, 2012|