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2018 Recap / 2019 Outlook

January 15, 2019

I am very glad to have 2018 behind us, as it was one of the most challenging markets that I have had to navigate in my twenty-seven-year career. It wouldn’t call it challenging due to the pullback experienced during the fourth quarter.

A History of Corrective Measures

November 6, 2018

It’s finally here… A correction. On September 20th, the S&P 500 closed at an all-time high of 2930.75. Little more than a month later, intraday on October 29th, the benchmark index hit a low of 2603.54, marking a peak to trough decline of -11.16%.

This is Normal

October 16, 2018

As you can imagine, we’ve received a few more calls than normal over the past week, after a tumultuous drop in the broader markets on Wednesday and Thursday. Clients are calling, concerned about this drop and wondering if it is the beginning of a larger sell off in the markets.

Third Quarter 2018 Market Update

October 12, 2018

The S&P 500 soared 7.2% during the third quarter, the best quarter since Q4 2013. These solid gains occurred due to strong earnings reports, with S&P 500 companies reporting a second consecutive quarter of 25% earnings increase.

When Is The Next Recession?

September 26, 2018

The Great Recession was ten years ago. With anniversaries like Lehman Brothers’ collapse on September 15, 2008, the subject has been front and center with many of the major media outlets trying to draw parallels between then and now.

Bull Markets Climb a Wall of Worry

August 27, 2018

I love this phrase because it describes so well how most bull markets function. We are currently in a secular bull market, but the media, the average investor, and even some pundits are looking for a shoe to fall so they can call the end of this bull market run.