NEWS & COMMENTARY

Market Update

How the FSA Portfolios Are Positioned

After a relatively strong start to the summer season—with the S&P 500 index rising in June and July—stocks took a breather in August, finishing essentially flat. Small-cap stocks and energy […]

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Staying the Course – For Now

Both the stock and bond markets were kind to investors last month, posting reasonable gains for investors. This was a nice gift since — as we discussed in last month’s […]

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The Dog Days of Summer

As temperatures heat up across the country at this time of year, the pace of life often slows down as we seek to stay cool and savor the long days […]

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Party Like it’s 1999 – Again?

Stocks have posted pretty solid returns since the surprise election of Donald Trump, with most indices rising in the double digits. The returns have been strong across most equity assets, […]

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Mutual Funds and ETFs: Tools of the Trade

In managing clients’ assets, one of the most important decisions investment advisors make is choosing what types of investment vehicles to use to grow and protect those assets. While the […]

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Stocks March Higher — But for How Long?

Stocks continued their post-election bounce, with the S&P 500 index adding another 6% in the first quarter, on top of the strong returns for November and December. There was a […]

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Happy Times or The Twilight Zone?

Since the election, the U.S. stock market has been dubbed the “Teflon” market, with stocks on a relentless upward march in spite of the ongoing drama coming from the White […]

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That’s Why They Play the Game

Sports are often a great metaphor for life in general. Concepts like teamwork, planning, perseverance, dedication, and focus apply to so much of what we do every day. Sports remind […]

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