About Mike Minter

Mike develops investment portfolio allocations, handles trading and rebalancing, and conducts research and analysis as a Portfolio Manager and Financial Advisor for the firm. As a perpetual student of investing and the markets, Mike considers himself obsessed with the subject. Mike has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Fund Specialist® designations. He is also an active member of the Houston chapter of the Financial Planning Association (FPA).  Read Mike's Profile HereRead More Articles by Mike

March 22, 2019 Weekly Market Recap

It definitely got ugly on Friday. The S&P 500 lost 0.8% this week in a tale of two trading narratives. The first narrative lifted the S&P 500 to a new 2019 high on the notion that low U.S. Treasury yields and a dovish Fed were a boon for risk assets. Read More

Why Are Rates Still Low?

Interest rates have been a conundrum for investors, economists and policymakers over the past ten years. Despite steady U.S. economic growth and an unemployment rate near historic lows, long-term interest rates have remained anchored. Read More

March 15, 2019 Weekly Market Recap

The S&P 500 gained 2.9% this week, supported by a sidelined Federal Reserve, persistently low U.S. Treasury yields, and a weakening dollar. In addition, key leadership from Apple (AAPL) and semiconductor stocks helped the S&P 500 set a new high for 2019 and closed at its highest level since Oct. 10. Read More

“The Point” of Major Stock Indices

A quick online search for “Dow rallies 500 points” yields a cascade of news stories with similar titles, as does a similar search for “Dow drops 500 points.” Read More

March 8, 2019 Weekly Market Recap

The S&P 500 lost 2.2% this week, as concerns about global growth underpinned a risk-off mindset. With a confluence of discouraging data, news, and technical drivers, the market succumbed to profit-taking interest after its strong start to the year. Read More

March 1, 2019 Weekly Market Recap

March came in like a lion today, with all the major indices advancing. The S&P 500 increased 0.4% this week, extending its yearly gain to 11.8%, as shares of financial and technology companies outperformed. Read More

Should Rising National Debt Concern Us?

There aren’t many issues that spark as much investor concern as our rising national debt. It’s clear that the elevated level of federal debt and the annual budget deficit are a result of long-term fiscal trends as well as a reflection of the financial crisis of 2008. Read More

February 22, 2019 Weekly Market Recap

The S&P 500 gained 0.6% this holiday-shortened trading week. U.S. stocks extended their winning streak to nine consecutive weeks – this marks their biggest early-year advance in three decades.This week featured the seventh round of U.S.-China trade talks and some reassurance from the Federal Reserve. The benchmark index increased its rally from the December 24 low to 18.8%. Read More

Captain Obvious

So, here we are just barely 7 weeks into the new year and stocks have been on fire. Some of our all-equity portfolios are up over +13% year-to-date. The S&P 500 is up almost 11% thus far. At the risk of sounding like “Captain Obvious”, I’m going to say this trajectory of returns is probably unsustainable throughout 2019. Read More

The Twisting Yield Curve

Despite the recent market recovery, interest rates are still quite low. The yield on the 10-year Treasury had risen above 3.2% as recently as last November, but is now hovering around 2.6%. As a result, the yield curve has “twisted” over the past year, with short-term rates rising and long-term rates falling. Read More

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