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Tag: Disciplined Investing


Second Quarter 2016 Review

July 21, 2016

Brexit was all the news in the second quarter of 2016. The British voted to leave the European Union, sending the world’s stock markets into a tailspin. The S&P 500 shook off the Brexit fears and quickly recovered most of the post-Brexit losses, finishing the quarter up 1.90%, as seen in the chart below.

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2015 Market Review & 2016 Outlook

January 4, 2016

2015 proved to be a very challenging year in the market. The S&P 500 dropped 0.7% in 2015. This broke some major historic trends.This was the first time that a year ending in “5” declined since 1885 (this is not a typo). It is also only the second time since 1939 that the S&P 500 experienced a loss during a pre-election year.

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The Disciplined Investor

June 25, 2013

As the markets have fallen from their highs from May 21st, we are beginning to receive phone calls and e-mails showing concern about the overall markets. I want to reiterate some of our investment strategies and the discipline that we are taking with your portfolios. I’m going to apologize in advance that this will be a long e-mail, as I try to explain the markets and our investment strategy.

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