Market Commentary
Our latest market observations and research.
A Step Ahead of the Business Cycle: Recap 2022 Client Event!
This year, we celebrate 45 years in business and could not be more proud of this team and are honored to have worked with some of the best clients. YOU are the reason we're able to celebrate this milestone and we are incredibly grateful. Our tagline “Quality,...
Financial Market Update
We continue to monitor the economic situation and where appropriate are making adjustments to your investments. This video update (click here to watch) is designed to keep you informed on the decision making process we are utilizing to navigate your portfolio through...
Surging Toward New All-Time Highs
Wow! The first three months of market returns sure made a nice year for investors! As we pointed out in the January newsletter, “Our strong belief is that this temporary [Fall 2018] stock market setback sets up for a stronger period ahead from which you can recover...
2019 Stock Market Overview with TSAA – SF
Joe Turner was the guest speaker at the San Francisco Technical Securities Analysts Association webinar on January 10, to present his 2019 financial market outlook. The TSAA – SF is the oldest society dedicated to helping investors become more knowledgeable and...
2018, A YEAR OF EXTREMES…WHAT’S AHEAD FOR 2019?
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 despite a very favorable economic backdrop. If you knew 12 months ago that the economy would...
A Slowdown is in the Bag, but What About a Recession?
There is little doubt that the US economy is in a state of slowdown. That’s actually a good thing, because it offers some time to pause and refresh, thereby postponing either a recession, overheating or both. These pauses perform the same function as a pit stop in a...