Blog

  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 >>

Policy Errors, Part II Weekly CEO Commentary 2-4-13 Tim Phillips, CEO—Phillips & Company It's official: the threat of massive cuts in spending with the fiscal cliff created a contraction in our economy. According to the Financial Times, GDP as reported this last week… More >>

Measuring Sleepless NightsWeekly CEO Commentary 1-28-13Tim Phillips, CEO—Phillips & Company I was recently asked by a client to explain what standard deviation is as it relates to investments and what's a good number. Two things struck me about the questions. One,… More >>

  American ConsumerismWeekly CEO Commentary 1-22-13Tim Phillips, CEO—Phillips & Company If the S&P 500 is any guide, the American Economy is back on track. Reuters reported that we hit a five-year high on the index last week, and it also appears we will not have a… More >>

Diversification Finally!Weekly CEO Commentary 1-14-13Tim Phillips, CEO—Phillips & Company For the last couple of years, investors that followed the easiest thing in finance, diversification, were not properly rewarded. In fact, a heavy emphasis on US Large Cap stocks… More >>