facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Our Blog



%POST_TITLE% Thumbnail

New Highs

Patient investors have been rewarded with strong equity performance this year. Despite the preponderance of negative press concerning the US economy’s health, it is notable that as of yesterday’s new high close, the S&P 500 is up more than 21% for 2019. If we ignore noise from the press and political crosswinds, the market is sending a signal that continuing economic expansion lies ahead.

Financial Insights
%POST_TITLE% Thumbnail

Quiet Markets, Political Noise

Equities have traded in a narrow range during the first three weeks of October. The failure of equity and bond prices to respond to what appears to be disastrous news for the President suggests that polls reporting majority support for removal of Mr. Trump are being discounted by investors. Focusing on a long view will help investors maintain the discipline needed to effectively digest coming political developments.

Financial Insights
%POST_TITLE% Thumbnail

Q3 2019 Market Review

Investors who have stuck with their long-term plans have been well rewarded with strong YTD equity and fixed income returns through the end of the third quarter. Discipline is sometimes difficult to maintain in the face of “shocking” political and economic news reporting, but those who avoid being unduly influenced by noise surrounding these topics and remain focused on their goals will maintain a higher probability of ultimate investment success.

Financial Insights