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

May 24, 2019 Weekly Market Recap

The S&P 500 lost 1.2% this week, as trade and growth concerns sent investors fleeing from cyclical assets and seeking shelter in U.S. Treasuries and low-beta stocks. Read More

May 17, 2019 Weekly Market Recap

The S&P 500 lost 0.8% this week, as trade tensions escalated between the U.S. and China. The benchmark index was on pace for a relatively flat week despite the negative developments, until news on Friday that talks have stalled sent stocks lower. Read More

Be Greedy When Others Are Fearful

It got pretty ugly on Wall Street today, with the Dow Jones dropping 617 points (-2.38%). The U.S. and China exchanged fresh threats in a trade war that many fear will continue to escalate. Only time will tell, but it’s likely a deal will be reached eventually. Read More

What We Can Learn From This Market Recovery

Last week, the S&P 500 hit new record highs, fully recovering from last year’s market pullback. This market rebound took four months which, coincidentally, is exactly the historical average for bounce-backs after market corrections. This occurred despite the fact that the market decline nearly reached bear market levels. Read More

April 26, 2019 Weekly Market Recap

The S&P 500 (+1.2%) and Nasdaq Composite (+1.9%) each posted solid gains this week while setting new closing highs in the process. Strength in the U.S. economy and solid earnings reports from mega-cap companies contributed to the week’s upside bias. Read More

1st Quarter 2019 Newsletter

Below please find our 1st Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More

1st Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the 1st Quarter 2019. It begins with a global overview, then reports the returns of stock and bond asset classes in the US and international markets. We hope you find it helpful. Read More

April 12, 2019 Weekly Market Recap

The S&P 500 increased 0.5% this week, as a strong earnings report from JPMorgan Chase (JPM) and a positive response to Walt Disney’s (DIS) upcoming new streaming service helped the broader market overcome weakness from the health care stocks. Read More

Are Index Funds Distorting Prices?

Over the last several years, index funds have received increased attention from investors and the financial media. Some have even made claims that the increased usage of index funds may be distorting market prices. Read More

April 5, 2019 Weekly Market Recap

The stock market rally carried over into the second quarter, with the S&P 500 gaining 2.1% this week, extending its winning streak to seven straight sessions and setting a new closing high for the year. Investor sentiment was boosted by positive manufacturing data, progressing U.S.-China trade talks, and a Goldilocks Employment Situation Report for March. Read More

Page 3 of 23
1 2 3 4 5 23