Blog

Quarter One 2017 Commentary

Unlike the last quarter of 2016 and a market moving election surprise, quarter one’s market moving news was downright mundane. The stock market just rolled along, ending the first quarter solidly in positive territory.

It was a particularly strong quarter …

Read more →

Quarter Four 2016 Commentary

Every election I get numerous calls from the supporters of both candidates asking, “What should I do if my candidate loses and that other candidate wins?” Interestingly enough I don’t get the reverse question, “What should I do if my …

Read more →

Quarter Three 2016 Commentary

Quarter three began on the heels of quarter two’s Brexit Blues (Britain’s vote to exit the European Union) but US stocks have since chugged along nicely delivering a respectable +2% gain as measured by the Dow Jones industrial Average (DOW) …

Read more →

Quarter Two 2016 Commentary

The second quarter of 2016 would have been an otherwise routine quarter with the Dow Jones Industrial Average returning a respectable +1.4% and the S&P 500 returning a solid +1.9% if it weren’t for what would become a seismic vote …

Read more →

Brexit

Brexit is an abbreviation for “British Exit.” Last Thursday the British voted to exit the European Union (EU). The vote to exit came as a shock to the markets where a vote to stay was widely anticipated. The stock market …

Read more →

January 2016 Commentary

Despite gaining +2% in the final week, stocks closed down -5½% overall for the month of January. The slowdown in China and softness in the energy sector continued to weigh on the market. The Bank of Japan’s efforts to stimulate …

Read more →

2015 Year in Review

2015 has been widely sensationalized as the “worst year in the stock market since 2008.” Given the six-year bull run coming off of 2008 (the worst year in seventy years) we were long overdue for a little breather, a step …

Read more →