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Are You Gambling With A Las Vegas Style Retirement Plan?

Friday, April 14, 2017 | Leave a comment

  Picture this scenario…you’re in Las Vegas at a random blackjack table and you’ve brought $500 to the table. You’ve told yourself, “I’m keeping my $500 in my right pocket and all of my winnings will go into my left pocket. If I lose 15% or $75 out of my right pocket I’m out. I’m… Continue Reading…

Estimated reading time: 9 minute(s)

In Retirement Planning Wealth Management

January 25th Market Update

Thursday, January 26, 2017 | Leave a comment

From the November 8th Presidential election to year end, the S&P500 was up 4.6% and the DJIA was up 7.8%.  Though there were initial expectations that a Trump win would cause some immediate weakness in the market, instead, the market focused on policy changes that could have a positive impact on economic activity. For example,… Continue Reading…

Estimated reading time: 9 minute(s)

In Investing Retirement Planning Wealth Management

We Have A New President….

Wednesday, November 9, 2016 | Leave a comment

Monday we wrote that the market typically moves based on variances from expectations.  Yesterday’s election is an obvious example as the market had predicted, with high odds, a Clinton win thus, the strong rally over the last couple of days.  Since the Trump victory was unexpected by markets around the world, the variance from expectations… Continue Reading…

Estimated reading time: 5 minute(s)

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November 07 Market Update

Monday, November 7, 2016 | Leave a comment

The S&P500 went down 9 days in a row for the first time in about 36 years. Sounds dire, until you realize that it only went down 3% over that period. The market pullback has been very methodical primarily caused by three main uncertainties; Oil, The Election & The Fed.Oil has retreated due to a… Continue Reading…

Estimated reading time: 8 minute(s)

In Investing Wealth Management

Q3 Market Update

Sunday, October 16, 2016 | Leave a comment

In the last Quarterly Market Overview we discussed the narrow market range and said, “We believe the market will soon break above current resistance. We should see new highs in time and, the momentum established as we finally break above this significant resistance area could propel the market for a while.” By mid-July the S&P500… Continue Reading…

Estimated reading time: 10 minute(s)

In Investing Retirement Planning Wealth Management

Q2 Market Commentary

Wednesday, July 13, 2016| 1 Comment

Through all the news and volatility over the first six months of 2016, the S&P500 was up by the end of the first quarter and up again as we ended the second quarter. As of the beginning of the quarter, the market re-entered the old trading range from about S&P 2050 to 2120. The market… Continue Reading…

Estimated reading time: 7 minute(s)

In Retirement Planning Wealth Management
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