U.S. equities were down slightly in March as all four major indices we track printed slightly negative returns. Global equities, on the other hand, increased. The Barclays Aggregate Bond index fell slightly as the US Dollar and Commodities both lost value for the month. U.S. & … Read More
Financial Market Outlook
Monthly Stock Market Review – February 2017
February was a good month for investors as all the equity indices we track producing positive returns for the month. The bond market, represented by the Barclays Aggregate Bond Index, also produced a positive return. Commodities are the laggard so far in 2017, losing a little less than 1.00% for the … Read More
Monthly Stock Market Review – January 2017
The U.S stock market continued its late-2016 rise with three of the four indices posting gains and new highs. The lone laggard was the small cap index which is coming off a stellar year. Global equities outperformed. Commodities and the U.S. Dollar were down as bonds posted a small January … Read More
Stock Market Outlook 2017 – Where Do We Go From Here? It Depends
“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
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