Our Commentary

US economy, risks ahead

A Crisis of Confidence

As the year winds down, investors are suffering a crisis of confidence brought about by a confluence of factors that is seemingly causing a buyer’s strike in the markets.  For the first time since 2008, all three major U.S. market indexes (Dow, S&P 500, NASDAQ) will end the year in the red. The declines for […]

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Markets Not In a Festive Mood

While 2018 was progressing well for most investors as recently as September, it is ending in disappointment.  It’s not so much that the year-to-date declines are horrendous, but more that the declines off peak prices three months ago are significant and that there were very few places to generate positive returns.  Investors with portfolios diversified […]

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Mid-Quarter Update: A Setback for Stocks

While the third quarter of 2018 was uneventful but quite profitable as U.S. stocks drifted up to their all-time highs in September, the first half of the fourth quarter has proven to be the opposite: plenty going on in politics and in the markets and the major stock indexes solidly in the red as compared […]

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2 Simple Steps to Effective, Low-Stress Investing

Broadly speaking, there are just two simple things investors need to do to enjoy lifelong, effective, low-stress investing:Step 1: Know their personal investment risk toleranceStep 2: Invest according to this personal risk toleranceStrategic investing mistakes mostly fall into one of two categories:The first is to invest too conservatively. Investors who are excessively cautious tend to leave investing […]

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3 Ways to Take Advantage of the Sell-Off in Stocks

There is plenty of truth behind the old Wall Street adage that “stocks take the escalator up and the elevator down”.  Case in point: after powering higher through the 3rdquarter to achieve record highs in late September while posting its single best quarter since 2013, the U.S. stock market took less than four weeks to […]

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