Our Commentary

Stocks Coasting into the Holidays

The U.S. stock market continues to give investors a smooth and profitable ride as we head into the last month of the year.  By some measures, market volatility has not been this low since the early 1960s.  So far this year, the S&P 500 Index has returned 16%.Since stocks began rebounding from the financial crisis […]

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us stock market, us investing, us market outlook

Investor Optimism Building

In the third quarter of 2017, both stocks and bonds generated positive returns, mirroring broad improvement in both the U.S. and global economies.  The S&P 500 Index rose 4% in the quarter to close out the three-month period at a record high while notching, remarkably, its eighth straight quarterly advance.  Despite the disruptions in the […]

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Best Tax Cutting and Retirement Savings Tool

Small Business Owners: Here’s Your Best Tax Move

If you own a successful small business or professional practice, the single biggest drain on your wealth is probably taxes . . . and potentially the best way to help plug this drain is to make large, annual, tax-deductible contributions to an IRS-approved qualified retirement plan called a Cash Balance Plan.  True, few terms can […]

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US Stock Market, Market Timing

Investors: Avoid a Common (but Damaging) Mistake!

In our nearly two decades of experience as a professional investment firm, we have seen one easy-to-avoid mistake recur frequently among fund managers and individual investors alike: selling a large chunk of one’s equity portfolio with the hope of getting back into the market later at knockdown prices.The allure of timing the market can be […]

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Markets Relaxed and Enjoying the Summer

Stocks and Bonds Enjoying a Relaxing Summer Both stocks and bonds have been doing well into the summer as investors digest mostly positive second quarter earnings reports, good economic data, and a lack of market-moving bad news from the geo-political front. U.S. large-cap stocks, as measured by the S&P 500, are hovering near their all-time […]

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US Stock market update

Mid-Quarter Update: Still Waiting. . .

Both Stocks and Bonds ResilientSince the end of the first quarter on March 31, U.S. stocks have made good progress. The S&P 500 Index is 1.6% higher than on that date and is trading just a whisker off of its all-time highs as I write this. Since that time, first quarter corporate earnings have (mostly) […]

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