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Tag: Quantitative Easing


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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Federal Reserve Purchasing Treasuries

April 1, 2013

A few weeks ago, a very thoughtful client wrote me asking some very detailed questions. I promised him that I would answer his questions in this forum. Due to the length of the e-mail, I have taken editorial license to cut down his questions to their...

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