August 19, 2010
- Markets in Transition
Ever watch a sporting event with the volume turned down? It may take away from some of the “drama”, but you also don’t have to listen to the idle chatter and biased views of the commentators. (…)
August 3, 2010
- Double Dip Recession?
So what’s really going on? After a terrible 2nd quarter, the market posted its first Positive month in July (7%) since April. US Equities for the year are basically flat for the year. (…)
July 20, 2010
- Latest Market Thoughts…
I love to read Bob Doll, of Blackrock. He’s got a good perspective on things. (…)
June 24, 2010
- No Surprises from the Fed
No surprises from the Fed today.
First statement since recovery unfolded in which Fed had to dial back its language about recovery's pace. (…)
June 15, 2010
- Independent RIAs Attract More Clients from Larger Rivals
According to a survey by TD Ameritrade, independent advisors increased their roster of clients over the last six months.
Why? (…)
June 2, 2010
- Markets down in May, The Same but Different
As you’ve probably heard by now from the major media outlets, May was the worst May for US stocks since 1962. Lets take a closer look at the two “May” months. (…)
May 11, 2010
- Market Volatility Continues…What Next?
Here’s an interesting perspective from Bob Doll, the head of Blackrock. He always has keen insights. Here’s a link to his full commentary. (…)
May 7, 2010
- America's Back!
America is Back! Newsweek declares last month. Cover-story author Daniel Gross says the economy is making a strong comeback, defying the odds and surprising the naysayers. (…)
- Yesterday's Markets
As I reflected upon yesterday's trading, I have been in the business for a long time, over 19 years. (…)
April 10, 2010
- Where's the Market Heading?
After the market roller coaster of 2008 and 2009, the first quarter of 2010 has been blessedly uneventful by comparison. (…)
March 22, 2010
- Lost Decade for Investors?
Strategic asset allocation is alive and well! (…)
March 11, 2010
- More on How to Beat the Market
Here we go again. The Standard & Poors, of the S&P500 index, also conducted its annual study of the Index vs Active Funds. (…)
March 10, 2010
- Develop a Sell Discipline
Come take a look. We were recently quoted in a UK Magazine – Fundstrategy.co.uk. The story was about Lessons learned from the financial crisis. The reporter interviewed several advisors. (…)
March 7, 2010
- How to Beat the Market
Here’s an interesting piece by Morningstar – the most recognized company to “rate” mutual funds. Morningstar did a report to determine if an active fund is adding value or not. (…)
February 23, 2010
- Markets Headed Higher?
Client questions lately have revolved around the short-term condition of the market. (…)
February 8, 2010
- Why Greece Matters?
While the intervening three weeks have seen the market retrace most of its upside progress, the decline is still somewhat shallow relative to previous instances. Blaming such a clearing event on a particular piece of news is not particularly useful. (…)
January 22, 2010
- Market Thoughts on a Correction
Boy, when sentiment shifts – it REALLY shifts fast!
Suddenly nothing is satisfactory for this market. We saw Google (GOOG) and Goldman (GS) post strong earnings, yet still sold off. (…)
November 30, 2009
- Dubai Scare and Current Market Thoughts
Hope everyone had a nice Thanksgiving. Giving the scare of Dubai World, we thought we’d communicate our thoughts with you. (…)
October 12, 2009
- What is the Market Outlook Now?
Although the powers that be have yet to officially decree it, the 3rd quarter most likely represent the end of the recession. (…)
September 8, 2009
- CEOs are seeing the beginnings of a recovery
Still more signs of the recession is in the closing stages. Last week Emory University held a CEO Summit before about 700 people. The dialogue was generally optimistic. (…)
