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October 31, 2019

Looking over the markets during Q3 of 2019. We go over the major topics, what we think about them, and what we expect to happen int he future.

July 31, 2019

Highlights

  • Strong market price growth in both stocks and bonds

  • Reversal of Fed stance on interest rates causing rate declines and a market rally

  • Continued trade tension between China and the US

  • ...

May 28, 2019

In a car game of chicken, only 2 possible outcomes exist.  Either someone gives up and swerves away in time to avoid the crash OR the cars crash.  The US and China are engaged in a very dangerous game of chicken…...

May 10, 2019

Wow!  What a run the market has been on recently.  As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter declines and pushing accounts back to all-...

March 7, 2019

2018 Year End Review and Forward Outlook

After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down -7.13%.   Less risky bonds, as represented by the B...

January 8, 2019

The end of 2018 has not been pleasant for investors. Fears of weakening global economy, trade issues and rising rates have lead stock markets around the world to nosedive. The S&P 500 index has dropped near -19.8...

November 19, 2018

Let me apologize for the delay in this quarterly update.  With the elections, interest rate and trade announcements that were coming, I decided to drag my feet and release a Q3 and more update that I believe woul...

October 11, 2018

Management Update on Volatility (10-11-2018)

Looks like markets are taking a much needed breather. Yesterday (October 11th), the S&P 500 dropped - 3.29%. From September 20th to October 11th the S&P 500 dropped -6....

August 24, 2018

Is the Tide about to Change?  – Value Stocks vs. Growth Stocks

Only when the tide goes out do you discover who’s been swimming naked – Warren Buffet

A classic stock investing debate has always existed between favor...

August 1, 2018

  • Equity Markets rebounded in the second quarter, propelled by economic (GDP) growth of 4.1%

  • Companies continued a strong run of solid earnings

  • The valuation bar and expectations for the market remain...

June 12, 2018

Ever asked the question WHY markets must go up?  Have you ever thought the possibility exist for markets to crumble to 0 if the right conditions come about?  

As long-term investors, it is vital to understand...

March 31, 2018

As a general rule, we are not big fans of giving market outlooks.  Our view is simple: Markets for securities are inherently volatile and capricious.  Some days, weeks, months, years they go up.  Others down.  Th...

February 20, 2018

Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a steady 0.50%. This moved stock returns up 18.97% for 2017 and the aggregate...

February 14, 2018

What a difference a couple weeks can make. From a full year of smooth sailing without so much as a wave, to what may feel like a full on storm in the stock market. Ironically, the storm was started when markets r...

January 24, 2018

What does the tax cut mean for the Stock market? 

Many people are wondering what the tax cut means for the US Stock market.  We thought it might be helpful to take a good look at some historical patterns and overl...