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  • labor

    Happy Labor Day!

    Labor Day weekend marks the unofficial end of summer. However you chose to spend the holiday weekend, we hope you enjoyed your time with family and friends....

    09-05-2016     |   READ POST

  • Investment Themes to Consider for the Remainder of 2016

    Despite much uncertainty in the minds of many investors with respect to the path of interest rate hikes in the U.S., the ultimate impact of Brexit on England, Europe and the rest of the global economy and the outcome of the upcoming presidential election in the U.S., one thing remains certain thus far in 2016 – market leadership continues to change and evolve. ...

    08-16-2016     |   READ POST

  • How Will this Election Affect the Stock Market?

    With the national political party conventions now behind us, many investors and financial advisors have been asking us for our prediction on whom we believe will likely occupy the Oval Office for the next four (and possibly eight) years and the likely impact on the economy and stock market of such a victory. ...

    08-02-2016     |   READ POST
  • stocks

    U.S. Stocks hit Record Highs….now what?

    The S&P 500 index (S&P 500) and the Dow Jones Industrial Average (Dow) both hit record highs on July 12, 2016 with the S&P 500 reaching 2,152.14 and the Dow climbing to 18,347.67. While some were celebrating these new highs and the extent of this current secular bull market run following the market meltdown of 2008 and ensuing “great recession”, others are concerned that this bull market run may now be a little long in the tooth and that current market valuations may be too high. ...

    07-13-2016     |   READ POST

Market Commentaries

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  • The Fed Leaves Rates Unchanged AGAIN and Stocks Bump Higher

    The widely anticipated Federal Reserve (“Fed”) meeting ended last Wednesday with the non-earth shattering news that rates would be left unchanged again by the Fed. Stocks rallied around the world in response, which was somewhat surprising given that the probability for a rate hike was quite low. ...

    09-27-2016     |   READ POST

  • Volatility Continues as Stocks Register Minor Gains

    Day-to-day volatility continued last week with the S&P 500 Index gaining or losing more than 1.0% on three of five trading days. Investors had a wide variety of economic data to digest including an inflation measure, Industrial Production, and Retail Sales while also considering comments from Federal Reserve Bank Presidents and Governors in advance of this week’s much anticipated Federal Open Market Committee (FOMC) meeting. ...

    09-20-2016     |   READ POST

  • The Return of Market Volatility

    After 43 trading days without a change in value of greater than 1.0%, the S&P 500 Index dropped 2.5% on Friday, reminding investors that prices can move quickly and without much warning. After the close on Friday, the market had lost 2.4% for the week - the worst 5 day performance for U.S. stocks since February. ...

    09-13-2016     |   READ POST

  • A Bumpy Start and Quiet End to the Summer of 2016

    U.S. Stocks churned last week again trading minor daily gains with losses but ultimately finished the week higher by 0.6% following a weaker than expected Employment Report that prompted some to believe a September rate hike is now off the table. International stocks posted mixed results with the MSCI EAFE Index, which measures international developed markets, gaining 0.5% while the MSCI EM Index, which measures international emerging markets, fell 0.1%. ...

    09-06-2016     |   READ POST