Market Update

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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Election Results Shift Investor Preferences

Stocks posted strong returns in November, especially financial, energy and industrial companies, as investors speculated that with Republicans controlling the Presidency as well as Congress, there will be a boon […]

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Once Again, Experts Proven Wrong

The so-called experts had all but given Clinton the Presidency. In spite of that, Trump wins the electoral college and will be elected as the 45th president of the United […]

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