Insights

It has been a while since we sent out an update because from an investment standpoint, not much has changed.  There continues to be...

Summary U.S. stocks rose for the seventh consecutive quarter.  The S&P 500 stock index added another 3.09%, bringing its year-to-date...

Summary Technology stocks have done very well this year but have run into some resistance. After flirting with Energy and Financial...

Oftentimes I write updates after conferences in order to process and make sense of the information I have just taken in.  This is my...

I just returned from the Morningstar conference in Chicago.  I always find it interesting to compare each conference I attend to past...

Summary Stocks gained a little over 6% last quarter while bonds rose 0.82%.<1>  Stocks continued the momentum from late 2016 as...

Stocks gained 6.07%, as measured by the S&P 500, last quarter.<1>  That’s a very nice rate of return (over 24% if annualized).  It...

All eyes are on two things this week – the U.S. Federal Reserve meeting and the Dutch election.  The former is expected to end Wednesday...

So far this has been a great year for investors.  The US stock market was up 5.6% year-to-date through February and overseas markets are...

Summary The U.S. stock market rallied to new highs last quarter.  Investors appeared to be nervous leading up to the election, but...

The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising....

Scoreboard The S&P 500 has added another 3.08% so far this month, lifting its year-to-date advance to 12.7%.  The EAFE foreign stock...

Market Perspective November was a very good month for U.S. stocks, but not much else.  Even among U.S. stocks there was a very high...

The Election We knew this election would be a binary event – a decision in which there are two possible outcomes, and the difference...

Summary The third quarter was surprisingly strong for stocks.  The S&P 500 gained 3.88% with dividends included, its best quarter since...

Friday’s Unemployment Report No surprises either way.  Very little impact on the market’s narrow belief in a December hike.  Doesn’t...

Last Friday (9/6/16), the market experienced one of the “reddest” days I have ever seen.  The advance-decline ratio on the NYSE was 152...

1) Investors have seen new highs from all of the major indices in August, but through last Friday the S&P 500 stands less than 0.5% above...

The month of July was extremely kind to investors worldwide.   This was undeserved, in our opinion, given Brexit, a surprisingly weak...

Our take on “Brexit” is that it has set in motion a re-examination among European Union nations of the benefits and drawbacks of that...