2015 Déjà vu. The perception is that the stock market averages were little changed in 2015. In fact, the typical stock was lower for the year. The reality is best described as a...
2016 Challenges Set Up Investment Opportunities
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January 2016 $ums Investment Presentation
$ums Investment Group Presentation In January, Tom Kopas was once again invited to share his financial market outlook to the $ums Investment Group, part of the Sons In Retirement...
Reducing Investment Risk To A Safer Portfolio Speed
The summer quarter for the stock market started out in promising fashion but unexpected news of China’s currency devaluation abruptly reversed any positive momentum and...
Optimistic for a 2nd Half Investment Rally
For the stock market, it was a most deceiving first half of the year, punctuated with a real-life Greek drama. The quarter ended with the S&P 500 price average virtually...
Economy and Stock Investments Poised to Move Higher
The stock market moved in a wide range during the first quarter, but for all the gyrations the net effect was quite mild. By our rough calculation, the Dow Jones Average tacked...
2015 – Investment Cross-Currents
As we start the New Year, we can honestly confess we don’t know exactly how 2015 will play out for investors. That statement is actually true at the beginning of each year, but...
Beach Balls and Investment Rebounds
Ouch! The only good news for the past few months’ stock market performance is we are relieved it is behind us. This quarter the stock market experienced much more volatility and...
Grateful for the First Half of 2014…
...Looking Forward to the Second Half! Pring Turner clients enjoyed strong returns in the 2nd quarter and once again reached all-time highs in wealth (adjusting for deposits and...
A Good Start For Our Investments in 2014
Typical Pring Turner client portfolios glided smoothly and profitably through the first quarter and finished nicely higher. The typical Pring Turner client once again reached...
2013 – A Surprising Year
As 2013 began, political battles over the budget raged in Washington generating fears the U.S. economy could dive off the “fiscal cliff.” The economy was staggering at sub 2% GDP...
Zigzagging Continues
As mentioned in our July client letter we suggested the stock market correction that began in May was likely only partially over. We stated “over the next few weeks there will be...
Volatility Resumes… What’s Next For Investors?
Temporary stock market declines are a normal fact of life for investors. Over the past eight decades, the S&P 500 index has averaged over 3 declines of 5% or more every year...