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  2011, 2012, Now 2013?Weekly CEO Commentary 4-15-13Tim Phillips, CEO—Phillips & Company Earnings season kicked off a quite start last week. We had 33 of the S&P 500 companies report earnings so far, with 69.7% of them beating expectations (source: Bloomberg). So… More >>

  The Waiting Is OverWeekly CEO Commentary 4-8-13Tim Phillips, CEO—Phillips & Company It's finally upon us: earnings season. To me this season is one of the most anticipated in many years. Between the tax increases taking effect on January 1, and the sequestration cuts… More >>

Contrarian ViewpointWeekly CEO Commentary 4-1-13Tim Phillips, CEO—Phillips & Company It's quite common when markets achieve new highs to see lots of headlines, and typically the individual investor plows money into the market. When the individual investor chases… More >>

  Can it happen to us?Weekly CEO Commentary 3-25-13Tim Phillips, CEO—Phillips & Company One of the nice things about managing money professionally is if you’re intellectually curious, it provides for ample opportunity to learn new things all the time. Case in point:… More >>

  After the Fall: The Rocky Road Upward Weekly CEO Commentary 3-18-13Tim Phillips, CEO—Phillips & Company It's great to see equity markets at all-time highs. It doesn't feel that long ago when we were working with clients to not jump off the cliff and give up on their… More >>

Where Do We Go From Here?Weekly CEO Commentary 3-11-13 Tim Phillips, CEO—Phillips & Company The Dow hit an all-time high of 14,397.07 on Friday. Bloomberg shows that since the market bottom on March 9, 2009, when the Dow was at 6,547.05, the market has rallied 146.33… More >>

  What's Next?Weekly CEO Commentary 3-4-13 Tim Phillips, CEO—Phillips & Company The world did not come to an end. As I traveled through security lines at airports this weekend, I saw absolutely no signs of long lines caused by cuts to government budgets, nor did the… More >>

Spending For Spending Weekly CEO Commentary 2-25-13 Tim Phillips, CEO—Phillips & Company It's apparent we are facing $85 billion in cuts to government spending. As I mentioned in last week’s blog, there appears to be too wide of a gap for an immediate political… More >>

  Handicapping Sequestration Weekly CEO Commentary 2-19-13 Tim Phillips, CEO—Phillips & Company It simply amazes me how much we have to talk about government fiscal policy and the market moving forces it creates. Just as a recap, the list of the times the US Government… More >>

Beating (Low) Expectations Weekly Market Commentary 2-11-13 Tim Phillips, CEO—Phillips & Company As we have written about previously, beyond the noise of headlines, what really drives stock prices is earnings. The S&P 500 has been approaching all-time highs, and as of… More >>