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Tag: Investing


First Quarter 2016 Review

April 30, 2016

The S&P 500 squeaked out a scant 0.77% return for the first quarter of 2016. This performance data did not reflect the turmoil that most people endured over the first three months of the year, as the markets took investors on a complete roller coaster ride.

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There is No Reason to Panic

January 14, 2016

Understandably we have been receiving several e-mails and calls expressing concern about “the markets.” As I write this note on the evening of January 13th, the S&P 500 has dropped 7.45% for the year and is down 10.40% from the highs experienced back on November 3rd.

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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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2013 Market Outlook

January 3, 2013

Trying to predict the future with any kind of consistency is impossible. There are a lot of people that try to predict the stock market's price movement to make a name for themselves. As I like to say, "A broken clock is correct twice a day."

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Why the Media Matters When Investing

September 3, 2012

Any of you who have heard me speak publicly (or just got me going on one of my tangents talking about the markets) know I'm not a big fan of the media when it comes to investing. The media is in the business of selling advertising space. I don't care if you are talking about television, newspapers, or magazines; they make their money by getting eyeballs to look at their product. And they do it without accountability to the end investor.

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