2018 started off with a very strong January for stock investors and finished with December being one of the weakest months in many years! Indeed, this was a year of extremes...
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Continued Volatility
In light of the dramatic stock market sell off we wanted to bring you up to date on our thinking. In our most recent update we reported many short-term technical market...
The Economy is Strong, But…
The stock market caught a second wind during the summer months. After a wild roller coaster ride in the first half of the year, stock indexes finally cleared their late January...
Strong Quarter, Staying Positive
Photo by Jungwoo Hong on Unsplash The stock market grew nicely this quarter, despite fears of possible trade wars, higher interest rates and interim bouts of volatility. A rather...
Staying Positive: It’s Likely Just a Correction
Volatility returned to the markets during the first quarter and stocks are experiencing their first significant correction in well over a year. Indeed, the last two months are a...
2017, Another Good Year for Investors – What’s Next?
Your investment portfolio generated strong gains with low volatility despite the year starting full of uncertainty and concerns of a new and quite unorthodox administration. This...
New All-Time Highs Once Again
We are pleased to report new all-time high portfolio levels for typical accounts (adjusted for withdrawals), especially given the many challenges facing the markets. The stock...
The Bull Market Forges Ahead
The stock market sustained its winning ways this past quarter and so did your investment portfolio. Stock prices continued to work their way higher, despite many worrying global...
A Good Start to 2017, But Has the Stock Market Advanced Too Far, Too Fast?
Despite the Federal Reserve raising interest rates once again and all the political cross-currents, it turned out to be a good quarter for the stock market and a slightly...
40 Years of Investment Consistency Amidst Volatility
Summary No one knows the specifics of new economic policies nor when they will begin to affect the economy, but our view from Main Street, Walnut Creek is the positive aspects...
Election 2016: 7 Crucial Investment Questions Answered
Our Investment Advisory clients experienced nine months of solid performance despite numerous stiff headwinds in 2016. The headwinds started in the opening weeks of the year with...
2016 Fall Financial Market Outlook
Summary This update focused on the challenges facing investors. Retired investors are especially challenged to both protect and grow their portfolios in today’s low return...