April 21, 2020

Now Likely Priced for Perfection, And So We Invest Cautiously

On February 19, the S&P 500 index of large US companies closed at an all-time high. This was the continuation of the 2nd longest bull market in history that began in the depths of the Financial Crisis of 2008...

November 7, 2019

Outlook Unchanged, But It May Be Time to Invest More Internationally

Just as the 2nd Quarter came to a close and the outlook for stocks was on the rise (see the attached  link  to our July commentary below), the trade war with China flared up again. This sent stock...

July 31, 2019

A Global Growth Resurgence Could Push Stocks Even Higher

With US stock markets setting new highs and the length of the current run-up in stocks
(originating after the Financial Crisis of ’08 / ’09) the second longest in history, there is a
reasonable temptation to sell...

September 3, 2015

Stock Declines May Be Almost Over, But Fed Communication is Not Helping!!

t’s been a difficult summer for stocks - falling 8% from their May highs and supporting the old market adage, “Sell in May and Go Away!.” This August in particular has been extremely volatile to t...

February 2, 2013

Late last year, it was a rarity to go one day  without hearing the term, “fiscal cliff” – that point in time when we would go “over the edge” causing drastic cuts to spending and tax increases if a political settlement wasn’t struck by the new year. Eventually a deal w...

July 2, 2011

"Americans can always be counted on to do the right thing...after they have exhausted all other possibilities." -- Winston Churchill

"[European] leaders have acted only in the face of impending disaster, and then with half-measures. Markets operate on a faster timetable...

September 2, 2009

Since the stock market lows set in early March of this year, we’ve experienced a significant run-up in stocks earning back half of the losses surrendered in last year’s crash. The relevant questions that are being voiced now are: what’s behind this move upwards and has...

August 5, 2009

Over the past 24 months, we’ve seen dramatic developments in the economy and the financial markets. The first hint of trouble occurred in late 2007 when Bear Stearns, the now defunct investment bank, admitted that two of their hedge funds concentrated in subprime loan...

April 5, 2007

Roth IRAs were introduced in 1998, named after their chief legislative sponsor, Senator William Roth of Delaware. Senator Roth succeeded in pushing through one of the best saving opportunities for U.S. citizens in a long time.  

What is the advantage of the Roth IRA?...

April 5, 2007

Portfolio returns were good in the 1st Quarter of 2007 despite major market volatility that began in late February. After months of relatively calm and well-performing stock markets, we experienced three separate days of significant drops spanning a three-week period....

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