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Tag: Interest Rates


Time to Sell or Buying Opportunity?

April 3, 2018

After stock prices peaked on January 26th, the S&P 500 has dropped from its all-time high of 2,872.87 to 2,581.88 on April 2nd (as I write this email to you).This is a 10.13% drop from the high, but only a decline of 3.43% from where the S&P 500 began the year, at 2673.61.

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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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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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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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The Retiree Predicament

August 23, 2016

According to U.S. government census data, there were 76 million people born in the United States between the years of 1946 and 1964. This generation is widely known as the baby boomers. Currently, approximately 10,000 baby boomers retire every day. This generation is entering retirement during one of the most challenging investment time periods in our country’s history.

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