“The markets are a classroom where lessons are taught every day. The keys to investment success lie in observing and learning.” – Howard Marks Life and investing are long ballgames." Julian Robertson "Diversification is accepting good enough while missing out on extraordinary so you can avoid … Read More
Financial Market Outlook
Monthly Stock Market Review – December 2016
December turned out to be a continuation of the November rally in stocks. All the major indices – domestic and international – were up for the month. Bonds continued to suffer in the aftermath of the U.S. Presidential elections as the dollar and commodities remained strong through year … Read More
Monthly Stock Market Review – November 2016
Oh what a month November turned out to be. After a rocky start to the month the major U.S. market indices caught a post-election bid, all ending the month with strong positive gains. Global markets were mixed. Bonds, the big loser for the month, gave back half of its yearly return during the month … Read More
Savings Alone Won’t Pay For College
The importance of a college education in today’s society is greater than ever. Unfortunately, as the importance rises, so do the costs. Our future generations are shackled by the strong demand for higher education that leaves them unduly burdened with massive debt.The enormity of the financial … Read More
The Financial Markets in a Post-Election World
The election of 2016 will be one that scholars will talk about and reference for a long time. While we do not know how history will remember these past two years, we do know that Republican nominee Donald Trump will be sworn into office on January 20, 2017. As we noted in our October market … Read More