Retirement & Life Planning

Market Cycle: Is It Late?

 

July 17, 2017

Thus far 2017 has been a good year for investors. In fact, well diversified moderate risk investors have enjoyed the best start to an investment year since 2006, with a moderate 60/40 […]

Market Commentary: Cross-Currents

April 19, 2017

Thus far, US and global markets have performed well in 2017. In fact, moderate risk investors have enjoyed the best cross the board start to an investment year since 2012, with a […]

Market Outlook 2017

 

January 14, 2017

As we embark on 2017, the mood in the market has turned, and Wall Street forecasts have gone from a multi-year low-return expectation to a much more optimistic mid-single digit range.

The question for investors is […]

Major Policy Shift Alters Risk-Reward

November 15, 2016

In the wake of Brexit in the U.K. and the election of Donald Trump in the U.S., 2016 has now secured its place in history as a historic year of change. In […]

Year-End Financial Checklist

Hard to believe, yet here we are once again entering the final weeks of another year.  But before the fun and madness of the holiday season are upon you, there’s likely no better time […]

One Step Forward But Market Uncertainty Remains High

During the past seven months the market has remained surprisingly calm in the face of weak earnings, mixed economic data, and political uncertainty. Normally, any one of these factors carries a high probability of […]

Market Risk Remains Elevated

On Wednesday, the Fed decided once again not to raise interest rates, while stating all was well with the US economy. But in contrast to the reassuring comments, they also lowered guidance for economic growth in 2016.

The Fed, over the […]

Brexit Uncertainties

Brexit has turned the political and investment world upside down. Thursday evening was a surprise to many, but it really shouldn’t have been. The polls over the past few weeks showed that it was […]

Difficult Market Cycle Continues

 

We are now about 19-months into a sideways or flat market and have not hit a new high in over a year. In November 2014, the S&P 500 was trading at approximately the same level it’s […]

Market Outlook and Strategy

April 26, 2016

The U.S. market has staged an impressive rally over the past two months. In fact, according to Bloomberg News, it’s “the biggest about face rally in nine decades.” However, as good as […]