Insights and thoughts from our team of Financial Experts

Market Commentary 3/24/2018

The S&P 500 is down 8% over the last 9 days. This decline represents what we believe is a normal and healthy retest of the February lows. Stocks are quite oversold as we plumb our way back to those February levels. This suggests to us that there is little downside...

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Market Commentary 3/05/2018

During the selloff which took place at the beginning of February we highlighted our view that volatility would persist for quite a while. Indeed, it has but we remind everyone that this level of volatility is more normal than the unprecedented period of calm which...

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Market Commentary 2/08/2018

“Insulin is not a cure for diabetes; it is a treatment. It enables the diabetic to burn sufficient carbohydrates so that proteins and fats may be added to the diet in sufficient quantities to provide energy for the economic burdens of life.” -Federick Banting A...

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Market Commentary 2/07/2018

"What would you do if you were stuck in one place and every day was exactly the same, and nothing that you did mattered?" - Bill Murray's character "Phil" in Groundhog Day With a few minutes left in the trading day, it appears the major stock averages will end...

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Market Commentary 2/06/2018

“In preparing for battle I have always found that plans are useless, but planning is indispensable.” -Dwight D. Eisenhower During periods of increased volatility, I pay close attention to the overnight futures market as well as foreign stock markets. Shortly after...

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Market Commentary 2/03/2018

As I write, the Dow Jones Industrial Average is down over 500 points. I have a one-word response to the drop today. That word is, “FINALLY!” The market just finished producing the best performing January since 1987. Some weakness (we are not done with the selloff yet)...

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Market Commentary 12/15/2017

The topic of Bitcoin is now starting to pop up in conversations with clients as well as my neighbors and family members. Bitcoin is the “topic de jour” (Just watch 5 minutes of business news and you will know what I mean.) The discussion over Bitcoin is only going to...

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Market Commentary 12/07/2017

In the past week, the Dow Jones Industrial Average® (“DJIA®”) has rallied over 600 points. This has been a kind of Teflon market that has persistently defied all the skeptics. Despite a bevy of negative headlines, fears of global conflict and questions over whether...

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Market Commentary 8/20/2017

The news flow has finally begun to weigh on equity markets. Concern is building that President Trump is damaged (self-inflicted or not) and will not have the political capital to push through any of the reforms he promised. He seems to have lost the support of...

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Newsletter, July 2017

July 3, 2017 QUARTER IN REVIEW For the second time this year, the Federal Reserve raised its benchmark interest rate during the 2nd quarter. Additionally, the Fed announced plans to reduce the balance sheet it expanded in response to the Financial Crisis. Corporate...

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