Tag: Disciplined Investing

We Are a Fiduciary

March 28, 2017

President Trump’s directive to the Department of Labor (DOL) to review the Fiduciary Rule has brought to the headlines what it means to be a fiduciary and which investment professionals are deemed fiduciaries.

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What Happens From Here?

February 28, 2017

Some investors may have far too much of their portfolio in cash. In some cases, they are 100% cash, expecting a negative reaction to Trump’s election. When asked, “Why so much cash?” their answer is, “I’m waiting for a pullback in the markets.”

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It’s the Most Wonderful Time of the Year

November 22, 2016

The holiday season is upon us. It has always been a great time to show thanks for what we have, reflect upon the year, and look forward to the year to come. It is also the perfect time for me to directly thank all of our clients who have entrusted so much to us. Some of you are brand new clients while others have been clients for decades.

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Republicans Have Historic Night

November 9, 2016

Whether you are a Republican or a Democrat, Donald Trump’s win came as a shock to the world. The U.S. market’s initial reaction was a free fall drop. The S&P 500 futures were down over 6% overnight. Foreign markets that were open fell.

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Third Quarter 2016 Review

October 24, 2016

The S&P 500 finished up 3.31% for the quarter. All of the quarter’s positive performance was found in July, with the S&P 500 remarkably posting -0.12% in both August and September. After the initial move in early July, the S&P 500 experienced 43 consecutive days (mid-July through early September) without a 1% move in either direction, one of the least volatile periods over the past 20 years.

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2016 – A Year of Firsts

September 29, 2016

As I’ve written many of this year’s educational emails, I have found myself constantly using the word “unprecedented.” My joke when talking with clients is that I’ve had to use the thesaurus with unusual frequency this year trying to find new words to describe the unprecedented markets that we have experienced thus far in 2016.

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