May 2017 Market & Portfolio Summary

May 2017 Market & Portfolio Summary

April Was Kind to Global Markets April was kind to global markets with widespread positive returns for the major asset classes last month. The only loser: broadly defined commodities, which dipped for a second month. That being said, with fiscal policy changes likely...
May 2017 Market & Portfolio Summary

April 2017 Market & Portfolio Summary

The Political Angle The market continued rolling right along in the 1st quarter as corporate earnings growth and the prospect of tax and regulation reform kept investors in a good mood. For the quarter, the Dow Jones Industrial Average was up 4.6%, the S&P 500...
March 2017 Market & Portfolio Summary

March 2017 Market & Portfolio Summary

Mother of All Financial Bubbles By all measurable means, it looks as if we are now experiencing what appears to be the mother of all financial bubbles, and with the “Trump Rally” remaining in full play there appears to be no end in sight. We’ve been living with...
February 2017 Market & Portfolio Summary

February 2017 Market & Portfolio Summary

Markets 2012 – 2016 2016 was an interesting ride for the markets. Investors have been conditioned to a certain way of thinking during the post-crisis period. Despite any perceived underlying causes, any measurable pullbacks in the stock market have been...
May 2017 Market & Portfolio Summary

Monthly Economic Update, November 2016

[column col=”1/4″] Monthly Quote “Honest differences are often a healthy sign of progress.” -Mahatma Gandhi Monthly Tip If the retirement plan where you work has an auto-escalation option, take advantage of it. It can be a great way to put retirement...
May 2017 Market & Portfolio Summary

Monthly Economic Update, October 2016

[column col=”1/4″] Monthly Quote “Good people are good because they’ve come to wisdom through failure.” – William Saroyan Monthly Tip Yes, you can take a tax deduction if you have a mortgage – but the tax break may be less significant than you think...

Pin It on Pinterest