There is a stock market adage that goes something like this, “As goes January, so goes the year.” Well, stock market adages are born from experience and die from anticipation. In other words, once an adage gets some notoriety, it tends to shift or fade away as the...

Historically, stocks perform well during the shortened Thanksgiving week. Furthermore, the best day of the shortened week is the abbreviated trading session on the Friday following Thanksgiving Thursday. Well, Mr. Market, as he frequently does, has decided to keep...

Despite an impressive rally in stocks in the final 45 minutes of trading Monday, the S&P 500 Index ended down by 1.7%,  unable to recover fully from the 3% decline reached earlier in the day. Volatility, as measured by the VIX, increased by over 25%. The weakness...

Re-opening the Economy: “Back to the Future” For those who never saw the movie, “Back to the Future” is about a kid who gets sent back in time and encounters his parents when they are in high school. After several mishaps, he finds a way to make it “Back to the...

https://youtu.be/8HA5d7GPmLg All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not indicative of future results. The...

https://www.youtube.com/watch?v=ka7FDgu2Tdo&feature=youtu.be All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not...

https://youtu.be/S-CeDEDGhDQ All information in this presentation is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. All economic performance data is historical and not indicative of future results. The...

While our prediction that President Trump would be re-elected missed the mark, our prediction that stocks would rally if Vice President Biden won has mostly proven accurate. Further, our prediction that, regardless of the outcome, half of the country would be...

Election Day…..FINALLY! Here are some final thoughts and predictions for the post-election/market dynamic. Presidential elections come around every four years. They are not surprising for the market. Therefore, volatility due to the election is usually subdued. In...

Patience, patience, patience. In the final week of this election cycle, there is no better investment advice I can offer to clients than to be patient. This marks the 8th presidential election I have witnessed during my career in the investment industry. Of the...