Broker Check

Blog

Tuesday, March 21, 2017

When 2016 started, we were met with an immediate and sharp sell down in the stock market. 2015 had not been any great shakes either (S&P500 was up 1.19% with dividends). So, coming off a disappointing 2015, investors were met with fear...

Tuesday, December 6, 2016

Sir John Templeton is a fascinating person, by any measure. He is considered by most as the pioneer, and greatest American international investor. His life story is quite remarkable. I truly relish the fact that such a towering icon in...

Wednesday, November 30, 2016

According to Yahoo Finance, OPEC is in its first joint oil cut with Russia since 2001 as Saudis take a big hit. Oil prices are up by approximately 8% today. That alone is big news, and has meaning for the global economy and markets....

Friday, November 18, 2016

The “wall of worry” is a term you might hear people in our business use. What does it mean? The common usage of this phrase implies the idea that there are ALWAYS things that the stock market is “worried” about....

Monday, October 24, 2016

According to a recent article in Bloomberg, investor cash levels have jumped toward levels not seen since 9/11. For a variety of reasons, money managers have pushed cash levels in portfolios they manage to extremely high levels. The...

Show All

Friday, June 10, 2016

Bond Prices have been going up for 35 years. This has made Interest Rates go down for 35 years. Will Bond prices ever go down, and Interest Rates ever go up? Some say that Bond prices will go even higher, and interest rates even lower,...