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Tag: Economic Data


Why Are You Sitting In Cash?

December 18, 2017

Far too many investors are sitting with far too much cash in their portfolio. What’s worse, they have been sitting in cash for years, waiting for a correction that may not happen for some time. When asked why, they reply, “The market has gone up so much recently that it HAS to correct.”

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Debt Ceiling Crisis Averted (for now)

September 18, 2017

The media has latched onto the debt ceiling as one of its top news stories in the late summer, pushing it to the forefront of their coverage. I was asked about the debt ceiling in my last CNBC interview on August 24th. In my interview, I stated that there was a very low chance that the government wouldn’t raise the debt ceiling, citing that the government had raised it 74 times since 1962.

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The Fear and Reality of Geopolitical Risk

August 16, 2017

Every so often, geopolitical turmoil rears its ugly head and spooks the markets. The most recent geopolitical situation creeping back into the markets is the rhetoric between North Korea’s leader, Kim Jong Un, and President Trump. Fear that rhetoric may escalate into a full blown war has the markets on edge, as some individual investors are allowing their emotions to influence selling into the unknown.

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Second Quarter 2017 Update

July 24, 2017

The S&P 500 continued its upward trend in the second quarter, finishing the quarter up 2.57% (see the chart below). Low volatility has been the theme of the quarter, with only one 1% down day (May 17th) and only one 1% up day (April 24th).

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2016 Market Review & 2017 Outlook

January 16, 2017

Wow what a year! As we have written during the course of the year, 2016 will be remembered as a “year of firsts.” Here are a few highlights of what happened during the course of the year that has never happened before: The first ten trading days marked the worst start to any calendar year in the S&P 500’s history, dropping over 8% to begin the year.

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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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