Machines Hijack Dow

In the last two trading days, global equity markets have taken a drubbing.  The Dow has lost more than 2,200 points since Friday morning and is off 8.5% since its 26,616 high on January 26th.  Year-to-date, (after a great start in January) the Dow is now in negative territory, down 1.5%.dlohner / PixabayInvestors are rightly […]

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Growth Strong Out of the Gate: 2018 Investment Outlook

YenniVance / PixabayFor investors, 2018 has started off much like 2017 – which is to say strong equity returns, uninspiring bond returns and very little volatility. Before we get to our 2018 outlook, however, let’s have a look back at 2017 and what made it such a bountiful year for equity investors.2017 was a remarkable […]

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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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