Our 6 Principles For Strong Long-Term Investing

2021-07-01T13:54:06+00:00June 15, 2021|Blog, Investments|

Many people think about investing as anxious day trades, and alternating red and green market feeds.  While these granular market features have their place, we think it's best to zoom out and think about investing as a race of endurance, not speed.  It's our goal to help clients build wealth to reach their goals, and we've found the best way to do that is to take a long-term approach to investing.  Today, we'll dive into [...]

New Year Starts with Record Highs

2017-01-09T16:10:05+00:00January 9, 2017|Market Commentary|

Weekly Update – January 9, 2017 The first trading week of 2017 is over, and during this time, all three major domestic indexes hit record highs. The DOW reached 19,999.63 in intra-day trading on Friday, January 6 —just 0.37 away from achieving 20,000 for the first time. On the same day, the S&P 500 and NASDAQ both closed at record highs. For the week, the S&P 500 was up 1.70%, the Dow gained 1.02%, and [...]

17 Financial Resolutions for 2017

2017-01-05T17:38:44+00:00January 5, 2017|Blog, General Financial Planning|

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 no wonder why: While New Year’s resolutions can be hard to keep, they may also make you more than 10 [...]

Understanding the Election and Market Surprises

2016-12-12T18:04:31+00:00December 12, 2016|Market Commentary|

As the end of 2016 grows closer, we have to say that this has certainly been an eventful year. A long presidential election campaign left many Americans feeling bruised and more divided than ever. And many people were surprised when Donald Trump emerged as the victor. Similar to Brexit’s unexpected win in June, election polling and conventional wisdom proved to be quite wrong once people actually voted. In fact, just 15 days before the election, [...]

S&P 500 Closes at Another New Record

2016-07-25T19:06:46+00:00July 25, 2016|Market Commentary|

Weekly Update – July 25, 2016 Stocks ended a fourth straight week of gains, sending the S&P 500 index to another record high. For the week, the S&P 500 gained 0.61%, the Dow grew 0.29%, the NASDAQ added 1.40%, and the MSCI EAFE closed flat. Second-quarter earnings season is in full swing, and the picture thus far is much like that of the last four quarters: uninspiring performance eked out on very little revenue growth. [...]

Weekly Market Recap – November 15, 2013

2013-11-15T01:42:07+00:00November 15, 2013|Market Commentary|

It was a relatively quiet week on the U.S. data front, with the only notable releases being September international trade and the wholesale inventory report. International trade surprised to the downside – with the trade deficit widening to $41.8 billion – while inventories posted a sizeable monthly gain of 0.4%. Weaker third quarter economic growth reared its head in both the euro zone and Japan. Euro zone real GDP grew by a dismal 0.4% (annualized), [...]

Market Commentary: Week Ending 03-23-12

2012-03-26T18:45:35+00:00March 26, 2012|Market Commentary|

This past week saw weakness in stocks mostly driven by realizations that both the European economy and Chinese economy are both slowing down. The embarrassing story of the week was the attempt to take BATS Global Markets (headquarters in Lenexa, KS) into an initial public offering (IPO). BATS, which stands for Better Alternative Trading System, runs two exchanges that collectively rank third in terms of U.S. share trading, behind the New York Stock Exchange and [...]

Top 3 Investment Myths

2012-02-10T13:00:41+00:00February 10, 2012|Blog, Investments|

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 fine as long as you sit tight and ride it out.  Historically, the markets have had more positive years than [...]

Market Commentary: Week Ending 01-20-12

2012-01-23T03:01:16+00:00January 23, 2012|Market Commentary|

This past week was kicked-off on Tuesday with news that China's economy is slowing.  Normally, news that China's high-growth economy is slowing would precipitate a sell-off in stocks.  But, this past week the slowdown news also came with suspicion that a China slowdown would usher in more intervention to stimulate the Chinese economy.  Intervention, stimulus, and money printing are all terms that Wall Street likes. loans pay The market returns year-to-date just goes to show [...]

Market Commentary: Week Ending 01-06-12

2012-01-09T19:09:22+00:00January 9, 2012|Market Commentary|

The markets put in a quiet first week of the year.  There was not very much in the way of big news this past week other than continued bank problems in Europe and saber rattling from Iran.  Granted both of these are concerns to the global economy, but not new headlines. One of T. Rowe Price’s recent advertisements about the global economy attempts to emphasize how interconnected the world has become.  One of the commercials [...]

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