The Danger of the 10th Decile

The Danger of the 10th Decile

The Danger of the 10th Decile One of the most important questions we should be asking ourselves as investors is, “How much should I expect to make on my investments over time?”  We will be basing very important decisions on the answer ...

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Risks and Opportunities in 2017

Risks and Opportunities in 2017

Risks and Opportunities in 2017 2017 is going to be an interesting year.  After an eventful 2016, and confidence in the predictability of polling all but eliminated by the surprise outcomes in both the U.S. Presidential election and the Un...

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An Improving Global Economic Picture

An Improving Global Economic Picture

Global Economic Update One of the largest challenges in financial markets over the past few years has been a steadily weakening global economic environment. This has led to aggressive bond buying and interest rate cuts by Central Banks from...

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How Things Look After the Brexit Vote

How Things Look After the Brexit Vote

The generally unexpected win for the “Leave” option in the referendum on whether the United Kingdom should stay in the European Union (the commonly called Brexit) shook up financial markets around the world, with sharp declines in the f...

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The First Quarter was a Wild Ride

The First Quarter was a Wild Ride

The First Quarter Was a Wild Ride   Just over five weeks into the new year, the Dow Jones Industrial Average had lost nearly 1,800 points for the year and the index was off to its worst start ever.  Shortly thereafter, two major oil p...

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Special Market Update

Special Market Update

Special Market Update: January 27th, 2016 Stock markets in the U.S. and around the world have started off the year with significant weakness, and volatility has increased to levels not seen in quite some time.  Here are a few key points th...

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Have We Entered a Bear Market?

Have We Entered a Bear Market?

Have We Entered a Bear Market? 2015 was a choppy year for stocks, with the S&P 500 Index lower for the year, but able to muster a small gain once the impact of dividends was included.  The high for most stock indexes was back in May, m...

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Is The Currency Crisis of 1997 Coming Back?

Is The Currency Crisis of 1997 Coming Back?

Is The Currency Crisis of 1997 Coming Back? Many of you may remember the Asian financial crisis from the late 1990’s, that caused global currency challenges and affected markets worldwide.  While US markets recovered nicely from the cris...

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The Once-a-Decade Oil Decline

The Once-a-Decade Oil Decline

The decline that we have seen in oil prices over the past 15 months is one of the largest in recent decades. Many people are shocked to see oil prices drop as much as they have, when just a few years ago it was common to hear talk about “...

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Bond Market and Economic Update

Bond Market and Economic Update

The last 18 months have been tough for bond investors as interest rates have remained low on short-term bonds, and they have gyrated up and down on intermediate and long-term bonds. The crosscurrents of the Federal Reserve wrapping up their...

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