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We are fast approaching the longest economic expansion in recorded U.S. history. [i] The visceral reaction would be to think that this amazing economic run must be coming to an end soon.  That very well may be the case.  However, before making that determination, we… More >>

It’s no secret that interest rates have been on the rise, but it appears they are rising at a faster pace as of late.   Specifically, home mortgage rates, which impact so many Americans, are at levels they haven’t been in some time.   In fact, 63 percent of Americans own… More >>

The earnings growth for Q1 2018 was nothing short of spectacular.  Approximately 91 percent of companies in the S&P 500 reported results for the first quarter, and EPS is likely to land in the 25 percent growth range. [i] In fact, we have not seen EPS growth of this… More >>

Almost always, advisors and investment managers focus on generating returns for their clients.  That’s the general emphasis when you hire someone to help you.  To that end, one generally expects over long periods of time to have a pie chart with a various mix of stocks… More >>