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Our Blog: The Last Four...

  1. January 14, 2019

      Two weeks ago, equity markets were in free fall, with the S&P 500 index posting its worst December since the Great Depression in 1931.  [i]     Today, just two weeks into the new year, equity markets are on the rebound.  The S&P 500 has rallied 10.43… More >>

  2. January 7, 2019

      It’s time for the annual tradition by Wall Street firms to make their incredibly inaccurate forecasts for 2019.  Astonishingly, the average expected return for 2019 is over 20 percent. [i]     I’m not sure how they do this, or why they get away with such amazing… More >>

  3. December 31, 2018

      After another wild week on Wall Street, you might expect consumers’ nerves to be frayed.  [i]     On the contrary, consumers did nothing but shop.  According to Mastercard, this holiday season represented the strongest growth in consumer spending in the last six… More >>

  4. December 21, 2018

    Last week’s interest rate announcement should have been a clear and decisive save by the Fed.  As expected, the Federal Open Market Committee (FOMC) raised their benchmark interest rate ¼ point to 2.5 percent, but of more significance, they signaled a much more dovish… More >>

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The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.