The Blog

Weekly insights on the markets, economy, and financial planning

Oil Skyrockets

oil skyrockets

On Wednesday the Organization of the Petroleum Exporting Countries (OPEC) committed to their first oil production limits in eight years.

Post-Election Thoughts

post election thoughts

For most people, I think it’s fair to say that last week’s Presidential election was a shocker.

Q3 2016 Market Review

Q3 Market Performance Review

This report features world capital market performance and a timeline of events for the 3rd quarter 2016.

Election Cycles and the Stock Market

Election Cycles and the Stock Market

  Well, it’s that time again. We’re in the midst of another Presidential election season and you may be asking, “What does this mean for my portfolio?”

Q2 2016 Market Review

Q2 2016 Market Review

This Q2 2016 Market Review report features world capital market performance and a timeline of events for the past quarter.

Q1 2016 Market Review

Q1 Photo

This report features world capital market performance and a timeline of events for the past quarter.

A Stock Market Quarter for the Ages

A Stock Market Quarter for the Ages 4|A Stock Market Quarter for the Ages 1|A Stock Market Quarter for the Ages 2|A Stock Market Quarter for the Ages 3|A Stock Market Quarter for the Ages 5

I think “roller coaster” would be the optimal word in describing the first quarter of 2016. We got off to one of the worst starts in U.S. market history.

And There is No New Thing Under the Sun

under the sun 1

As a financial advisor in Houston, TX, I spend a considerable amount of time talking with clients about the price of oil. Everyone in Houston is keenly aware that the price of oil has plummeted over the last few months, …

Financial Synergies 4th Quarter Market Review

quarterly market review 2

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Calm in Turbulent Times

MLK

It’s Dr. Martin Luther King Jr.’s birthday, and I thought it would be a good time for you to hear from me. Dr. King always preached calm in turbulent times, and I would like to echo that sentiment during these …

This Too Shall Pass

Stillwater

So far the New Year has not been a “happy” one for investors. All of the major stock markets are in negative territory, but the major themes have not changed with the New Year. The same issues putting downward pressure …

The Survey Says…

survey

Investors may not have learned from the market downturns of 2000–2002 and 2008 as much as we thought. According to a TIAA-CREF survey, more than half of investors (53%) think taking more risk in their investments guarantees a higher return. …

Fed Hikes Rate by One-Quarter Percent

Yellen

The anticipation surrounding today’s announcement by the Federal Reserve rivaled that of the release of the latest Star Wars movie. After nearly a decade of a declining or unchanged Fed Funds Rate, the Fed hiked that rate by 0.25%. If …

Download Your Free Guide

Fill out the form below for instant access