Second Quarter 2015 Review

July 1, 2015

The S&P 500 remained trade ranged in the second quarter of 2015. The S&P 500 fought to make new highs only to see that gain reversed by geopolitical concerns domestically and abroad...

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June Gloom

June 1, 2015

This time of year often invokes investors to question their allocation to stocks. One of the most common sayings in the financial industry is “Sell in May and Go Away”...

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When Will the Feds Raise Rates

May 1, 2015

The Federal Open Market Committee (the FOMC) announced on April 29th that it would keep target interest rates at “near zero” levels...

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First Quarter 2015 Review

April 1, 2015

The first three months of our new year were fairly benign. The S&P 500 began the year without much direction, finishing the quarter up a mere 0.44%...

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Think You're a Great Investor?

March 1, 2015

Most of us have a bias known as illusory superiority. It is the cognitive preconception at work when individuals overestimate their own qualities and abilities as compared to others. There have been numerous studies on the subject...

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What Is Risk?

February 1, 2015

In this write-up, we discussed how a 50/50 stock to bond ratio during the rising interest rate environment netted an investor a meager 2.01% net of inflation return

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