Market Commentary
Our latest market observations and research.
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,...
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 tensions, political infighting, falling oil prices and another Fed interest rate hike....
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 positive one for bonds. Your portfolio participated broadly on the upside to mark another...
When will Rising Rates Deliver a Knockout Blow to an Overvalued Stock Market?
A major anxiety amongst stock market participants revolves around two key factors that appear to be on a collision course. The first is an overvalued stock market. The second, is an emerging trend of rising interest rates. We made the case for rising rates last year,...