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Tag: Politics


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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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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Britain to Leave the European Union

June 24, 2016

The British have voted to leave the European Union (EU). This has come as a bit of a surprise because prior to the vote most polls were showing that the British would elect to stay in the EU, albeit by a narrow margin. Obviously the polls were wrong and the world’s reaction has been undoubtably negative. The British pound has dropped 8.28% and the Euro has dropped 2.29% against the U.S. dollar over night.

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Politics and the Markets

May 25, 2016

Every two years the topic of politics and its impact on the market takes center stage in the media and can have an impact on our markets.

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Politics, Taxes, and the Markets

August 15, 2012

We got a lot of feedback from last week’s e-mail asking about the Bush Tax Cuts and what would happen to the markets if nothing is done to extend them. This led me to the logical tie into politics, given that this is an election year and the bipartisan..

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