Our Market Perspective
As we wrote last month, the most prudent course of action statistically is to assume any particular decline in a bull market is a “correction” and not the start of…
Market Perspective & Fund Notes for 8/1/14
Market Perspective Bear markets are a “when”, not an “if”. The goal is to go into one without being overly aggressively positioned, so you don’t have to sell into a…
Quarterly Perspective for 2Q14
Summary The stock market rally continued through the second quarter of 2014. There was a brief -4% “correction” in early April but stocks quickly recovered and continued to make…
Market Perspective for 6/16/14
Stocks finally broke out of their trading range after the Memorial Day holiday as investors decided that the economy was in fact growing (and that the -1.0% GDP figure for…
Market Perspective for 5.23.14
Stock prices have leveled off here in 2014. The blue chip averages have recovered from both their January correction (6%) and a smaller one in mid-April (4%), but have not…