August 12, 2020

Q2 2020 Highlights

· Quarterly Market Recap

· Election Fears

· Market Fragmentation

· Top Client Questions and Answers

Quarterly Market Recap

The second quarter saw a large rebound from the shutdown lows. T...

May 7, 2020

Q1 2020 Highlights

· Never bet against America

· Quarterly Market Recap

· Top Client Questions and Answers

Thoughts on the United States of America

The American economy is one of the greatest inventions in...

April 7, 2020

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we find ourselves.  Over the past few weeks, we have seen some maj...

March 18, 2020

Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years

– Warren Buffet

In the prior two market update articles, we discussed the dominos that would need to fal...

March 10, 2020

The Market: What's Old Is New Again

Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose to tak...

February 26, 2020

Virus in the Markets

Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and spreading to other areas of the world.  As of today, we see the...

February 5, 2020

2019 Year-End Review and 2020 Forward Outlook

What a great year for the markets! The US Stock market, as represented by the Wilshire 5000 price index, ended the year up 28.53%(1). Less risky bonds, as...

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


  • 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...

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...

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...

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 represen...

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 droppe...

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...

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...

Please reload