Newsletter Archive

Three months ago, we discussed how investors' uncertainty created stock market volatility, ultimately resulting in numerous opportunities...

As with 2022, volatility is omnipresent. Three months into the new year, the stock market (as measured by the S&P 500 Index) has gained...

Three years ago, the Federal Reserve (and Government Officials) unleashed an unlimited amount of money into our economy to stave off any...

A Familiar Fed Playbook The past three months were no different from the prior six months. The Federal Reserve (“Fed”) has actually...

Last month we used this valuable real estate to discuss the rapid decline of the stock market over a 30-day period, resulting in this...

As we near the end of the first quarter of 2021, the beat goes on for the stock market. Through today (March 25th) the stock market, as...

Last we wrote in October; we summarized the potential earth-shattering events of November. They included the election, vaccine(s), and...

Last month, we used this valuable real estate to summarize the infamous inverted yield curve and the subsequent pending doom it projects....

There is an old investing adage: Time in the market beats timing the market. Even in a normal investment climate, adhering to this sage...

In January 2020 the stock market (as measured by the S&P 500 Index) was coming off a year with 30%+ gains that only fueled the question...

On October 31, 2018, the stock market (as measured by the S&P 500 Index) closed at 2,711, roughly 7% below where it started the month....

On more than one occasion we have utilized this valuable real estate to discuss interest rates and their impact on, well, really anything...

We are officially in the back half of the year… one that most everyone cannot wait to see come to an end. Everyone except maybe for a...

The last few months has been defined by one subject: Trade. More specifically, trade with China. For a good month or so, it appeared the...

In investing, just like in life, people tend to lock onto a concept/term they hear and refuse to let it go. It takes on a life of its own...

he further along a bull market runs, it is only natural to wonder “when will it end” or even “how will it end.” At the end of the first...

“What You Don’t Know, Won’t Hurt You” … Apparently, Not If You Are The Stock Market As of March 5, 2020, the stock market (as measured by...

The Stock Market Review This past year saw the stock market (as measured by the S&P 500 Index) gain more than 28%. It’s greatest rise...

Through November the stock market (as measured by the S&P 500 Index) was up 25%+ for the year. A reflection of a strong domestic economy,...

Every three months we are treated to a six-week period of publicly traded companies announcing their just completed quarterly financials;...

As we head into the end of the year, it seems investors are unfazed by the same old news. Throughout October, we were continually...

The tenth month of the calendar year brings lots of change for all of us. Temperatures begin to drop (more so for some than others), it...

The month of August continued the flat theme that we chronicled in our last newsletter. While there was plenty of volatility, driving...

Benjamin Graham, the father of value investing, used to say that in the short run, the stock market is like a voting machine, tallying up...

One month into the year and the stock market has pivoted dramatically from where it was trending in the last quarter of 2018. On...

Remember the “World’s Ugliest Dog Contest”? Well, the 4th quarter of 2018 reminds us of the winner. It was the culmination of a year that...

Through the end of February, the stock market (as measured by the S&P 500 Index) is up 11.50% year to date. This is not surprising...

Six months into the year, the stock market (as measured by the S&P 500 Index) is slightly above where it began the year. Officially, the...

The world of investing is full of phrases that some participants live by while others scoff at. On the one hand, Wall Street (the place...

At any given time, a consistent question of financial professionals is: What do you think the “market” is going to do? After nearly a...

The month of April has brought a collective thud for the stock market investor. Overall the S&P 500 Index finished positive for the...

As we noted in our February newsletter, our old friend volatility has returned to the stock market. Look no further than our first chart...

Ever since our President has begun reworking our Country’s trade agreements with our major trade partners, tariffs have taken center...

Nearly six weeks into the New Year, the question on most investors’ minds is: “What the heck happened to my stock market that essentially...

February marked the first down month (-3.89%) since March of last year. And the drop of .04% in that month was so minuscule you had to...

AN INVESTING REFRESHER There is always a bit of excitement in the investment community when it comes to thinking about what the new...