Market Commentary
Our latest market observations and research.
Whatever Happened to the Business Cycle?
July 2018 will mark the 108th month of the economic recovery, making it the second longest expansion in history. Another 12-months or so and it will be the longest ever. Moreover, the consensus of economists foresees little trouble ahead. As of May 2018, Goldman...
Webinar: How to Earn Better Returns with Less Risk
High Quality = Better Returns + Less Risk Click to watch a recording of the webinar - How to Earn Better Returns with Less Risk. Description: --Stock Market Update—Is the Correction Over? --Should You Be Chasing Returns or Chasing Safety? --Why We Believe It’s...
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 reminder that markets go through periods of weakness, despite last year’s nearly...
Webinar- Volatility Returns: Is There More Life Left in this Bull Market?
Stocks are experiencing their first significant correction after a steady 15 month rally. Does this recent bout of volatility change our long-term positive outlook for the stock market? In a word, no! Click here to watch our webinar recording from March 15,...
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 resulted in nicely positive returns for your wealth, which adjusted for withdrawals, hit...
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 market moved erratically higher during the quarter despite geo-political saber-rattling,...