E-newsletters

Is a Bear Coming? 11/27/2018

Coming off Thanksgiving week, which saw the S&P 500 index fall 3.8% in just three and a half days, not to mention a decline of 8.42% over the past three months, we thought it would be appropriate to send out our end-of-year newsletter a little early.  

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A Great Private Investment?? 08/15/2018

Have you been approached by a friendly broker with an opportunity to invest in a terrific private real estate or oil and gas deal?  It is highly likely that this has happened to you in the past few years. 

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Back in the Spotlight: Market Volatility 2/05/2018

Well, we knew this wonderful bull market would not last forever, but did it have to end with such a bang?  Friday’s drop of almost 2.5% and today’s drop of over 4.0% has been dramatic, to say the least!  What has caused such a decline, and what are our preliminary thoughts on what we should do about it?

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Halloween Thoughts 10/31/2017

Nothing scary, other than it doesn’t seem possible that it’s already Halloween!

We have two somewhat different, yet linked together topics this month.  Let’s start off with a subject we would all probably prefer to avoid even thinking about: “The Sobering Realities of Paying for Long Term Care” (Miller, 2017).  Actually, that is the heading of an article that recently appeared in the online publication wealthmanagement.com.

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Another Data Breach Has Made Headlines 09/13/2017

Equifax made news on Friday, September 8, 2017, when they announced they were party to a large scale data breach. In recent years, this type of announcement is becoming more and more commonplace. What makes this data breach particularly concerning is the sensitivity of the data compromised, and the fact that an estimated 143 million consumers have been impacted.

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Now is the Time to Sell? 7/18/2017

We imagine this title got your attention.  With the U.S. markets selling at all-time highs, calls are coming from various directions cautioning investors that now is the time to get out of the market and into safe assets like cash. The Wall Street Journal had an article last week entitled “Everything is Awesome!  Now Is the Time to Sell Your Stock.”

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Year End Wishes! 12/22/2016

Be honest now, did you really forecast the 8-10% “Trump Bump” the stock market has experienced since the election?  We didn’t think so.  Neither did we, nor did virtually any other competent market prognosticator.  Which of course proves once again that no one has that crystal ball that allows them to correctly forecast future market directions.

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Political Risk or Political Opportunity? 11/09/2016

The past 24 hours have certainly been interesting.  Depending on your political point of view, our great democracy has either “placed the U.S. on a precipice” (from the lead editorial of the NY Times) or “America is witnessing a modern day political miracle” (Sean Hannity).

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The Debate Continues: Active Vs. Passive 10/21/2016

As we make the turn into the final quarter of 2016, and look at all of the news that is dominating the headlines along with numerous predictions of market reaction to election results, we think it is a good idea to review our investment philosophy and provide some thoughts on what we should focus on over the next year.

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Welcome to Brexit 6/27/2016

As you are aware, we read many articles regarding investments and other related financial planning issues.  In addition, we subscribe to several resources that are particularly relevant to our firm.  One of these is an offering by a gentleman by the name of Bob Veres.  He specializes in giving advice and council to planning firms like Stratford Consulting.

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