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

“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

Event + Reaction = Outcome

Jack Cranefield (author of The Success Principles) believes that highly successful people are particularly capable of influencing outcomes by controlling their own reactions to events, rather than controlling the events themselves. And I think he’s on to something! 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

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

Investing Fads

Like trendy fashion and bad haircuts, investing fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Read More

Taking Stock: 2018-2019

As we near the end of January, it’s a good time to take stock of the market recovery so far. The S&P 500 is now flat compared to the beginning of 2018, regaining 13% over the past month. Read More

4th Quarter 2018 Newsletter

Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful. Read More

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