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Commentary

 

To Be Determined

October 29, 2018

Our last letter to Clients was titled "While the Market takes a Breather..." Up until then, the only asset class that had any muscle in most of 2017-2018 was Large US Stocks, fueled by the technology giants, today so much a part of our daily lives...

 
 

While the Market takes a Breather, Taking Time to Reflect

Moday, July 23, 2018

Uncertainty is the hallmark of the markets. But whether it's talk about trade or tariffs, concerns about company earnings, traders pausing to ponder their next moves, or the summer doldrums, from time to time the market will stall or retreat.

 
 

'Investors Panic as DOW Loses 500 Points'

Thursday, April 26, 2018

Headlines like this have become a weekly ritual in 2018, now that the almost straight up stock market returns of 2017 are behind us. But the headline...

 

Thursday, February 8, 2018

Key Principles to Improve Your Odds of Success

 

Monday, January 22, 2018

July of 2007 a growing number of regulators, economists, and others – among them Commodity Futures Trading Commissioner Brooksley Born, NYC professor Nouriel Roubini, Peter Schiff of Euro Pacific Capital and Indian central banker...

 

Friday, September 15, 2017

As we all know now, EQUIFAX, one of the three US credit rating reporting companies, reported a massive breach of its security. Because their files contain the birth dates, social security numbers and information about our financial...

 

Saturday, April 15, 2017

You have probably noticed that, despite doomsday predictions about an impending (and always possible) market collapse, the market has experienced a remarkable comeback from the depths of the Great Recession of 2008/09. It might...

 

Friday, January 27, 2017

Now we know what we did not know on election day November 8, 2016. That the expected winner, as predicted by numerous polls and as expected by most traders around the globe, would not win. For reasons that escape me, one news outlet in...

 




Tuesday, May 10, 2016

Not so long ago, an elderly investor with very little tolerance for market risk could buy US treasuries of varying maturities, to earn around 3% per year on average. This would provide current income, great safety of principal and even...

 

Friday, January 8, 2016

As you look at the chart above you might wonder how a company’s stock price can go from X on Monday to half of X that Friday. Isn’t a stock’s price a reflection of the company’s value? Perhaps then, during the...

 

Monday, July 29, 2013

It’s been a better than decent 12 months for domestic stocks, so far, and despite recent pull-backs. Yes, China’s economy is slowing. European debt woes continue. Here in the US, the troubles of others have translated into...

 

Thursday, March 7, 2013

ONE TWO: Slanted view? THREE FOUR: Is there more? FIVE SIX: Are they playing tricks? SEVEN EIGHT: Now who's great? NINE TEN: Think Again.

 

Monday, October 15, 2012

What’s Ahead for the Markets? Longer term there will be higher stock prices. Shorter term, we wish we knew. With respect to who wins the Presidency, the market cares less than one would think, in our opinion. Expect more stock...

 

Friday, September 21, 2012

These innovative products could be called the Swiss army knives of investing. They are marketed as multiple-purpose tools that may protect investors from market losses; while also offering the opportunity for stock market rewards, and...

 

Tuesday, October 18, 2011

When all is said and done, you want to be in the market–BUT MAYBE NOT RIGHT NOW. The market goes way up way up one day and way down the next, but mostly sideways. You recall those admonitions to resist the urge to “Market Time”–moving some.

 

Friday, January 15, 2010

Client circumstances will help determine whether financial planning services by our firm will either be a central component or ancillary to management of the client’s portfolio. In any event, planning sets the stage for designing...

 

Tuesday, May 1, 2007

This article is intended to introduce abuses in the retirement plan market place and touch upon what plan trustees and plan participants might do about it. The article focuses on one of the most popular of the defined contribution plan...