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 [...]

Market Commentary: Week Ending 8/12/2011

2011-08-14T21:18:57+00:00August 14, 2011|Market Commentary|

We are lucky this week turned out mildly down.  The return of volatility is pretty well entrenched in the market at the moment and that is not a good thing.  The news that pushed the markets all over the map for the last few weeks is liquidity tightening up across Europe.  At the heart of the matter is the question around the viability of some large banks in Europe.  So, there you have it – [...]

Market Commentary: Week Ending 1/21/2011

2011-01-24T08:36:01+00:00January 24, 2011|Market Commentary|

  Total Returns % 1 Week YTD Dow Jones Industrial Average +0.72% +2.54% NASDAQ Composite -2.39% +1.38% S&P 500 Index -0.76% +2.04% Russell 2000 -4.26% -1.34% U.S. Aggregate Bond Index -0.11% -0.13% MSCI All Country World -0.90% +1.13% Source: Yahoo! Finance.  Data through 1-21-11 Global markets softened up a bit this week on news of further inflation concerns in China.  In addition to the news out of China, while quite a few US companies reported [...]

Weekly Market Commentary: Week Ending 1/14/2011

2011-01-24T08:18:18+00:00January 24, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +0.96% +1.81% NASDAQ Composite +1.93% +3.86% S&P 500 Index +1.71% +2.83% Russell 2000 +2.51% +3.05% U.S. Aggregate Bond Index +0.21% -0.02% MSCI All Country World +2.42% +2.05% Source: Morningstar, Inc.  Data through 1-14-11 Global markets enjoyed a nice rise this week.  The market drivers for the week were easing tensions (for now) in Europe, global shortfalls in soft commodities, and positive earnings reports from Intel [...]

Market Commentary: Week Ending 12/10/2010

2010-12-13T10:11:07+00:00December 13, 2010|Market Commentary|

Total Returns % loans for prepaid debit cards 1 Week 1 Month 3 Month 1 Yr Avg 3 Yr Avg 5 Yr Avg YTD Dow Jones 0.32 0.79 9.83 12.66 -3.19 3.89 12.35 NASDAQ 1.78 2.28 17.62 20.39 -1.01 3.17 16.23 S&P 500 1.32 1.98 12.38 14.81 -4.32 1.83 13.39 Russell 2000 2.72 5.80 22.41 32.12 0.84 3.82 25.61 MSCI All Country World 0.56 0.02 10.27 9.71 -8.01 1.03 8.18 Source: Morningstar, Inc.  Data through [...]

Market Commentary: Week Ending 11/12/2010

2010-11-12T17:42:36+00:00November 12, 2010|Market Commentary|

Total Returns % 1 Week 1 Month 3 Month 1 Yr Avg 3 Yr Avg 5 Yr Avg YTD Dow Jones -2.10 1.78 9.16 12.76 -2.01 3.64 9.85 NASDAQ -1.95 2.47 16.40 16.70 -1.14 2.96 11.49 S&P 500 -2.10 2.69 11.23 12.53 -3.73 1.54 9.42 Russell 2000 -2.32 3.43 16.94 25.53 -0.68 2.90 16.22 MSCI All Country World -2.35 2.32 12.19 8.49 -7.19 1.39 6.77 payday loan court Source: Morningstar, Inc.  Data through 11-12-10 This [...]

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