skip to Main Content

More on the Government Shutdown

We've been receiving a fair amount of inquiries about the government shutdown and what it means for financial markets.  It is our belief that the shutdown itself is not a major risk factor to financial markets unless it lasts far…

Read More

Market Commentary for 9.25.13

Proactive vs. Reactive As an investor, you can choose to be either proactive or reactive.  “Proactive” sounds so much better.  It suggests getting ahead of the market and capturing a large share of the gains.  Conversely, “reactive” has a poor…

Read More

Market Perspective

Market Valuations   The world no longer worries first and foremost about the products corporations make or the services they perform. Rather, it is focused on the amount of easy money the central banks can dish out. – John Mauldin,…

Read More

Market Perspective

Friday’s jobs report was stronger than expected on balance.  It provided the opportunity, given the low volume holiday period, for speculators to push up Treasury yields to their highest level since August 1, 2011.  This has been a rude shock…

Read More