Featured image for “Why Markets Must Go Up… Long Term”
06/12/18

Why Markets Must Go Up… Long Term

Ever asked the question WHY markets must go up? Have you ever thought the possibility exist for markets to crumble to 0 if the right conditions come about? As long-term
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03/31/18

2018 Market Outlook

As a general rule, we are not big fans of giving market outlooks. Our view is simple: Markets for securities are inherently volatile and capricious. Some days, weeks, months, years
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Featured image for “Will the Good Times Keep Rolling? A Look Back to 2017”
02/20/18

Will the Good Times Keep Rolling? A Look Back to 2017

Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a steady 0.50%. This moved stock returns up 18.97%
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02/14/18

When Good News is Bad – The Market Finally Corrects

What a difference a couple weeks can make. From a full year of smooth sailing without so much as a wave, to what may feel like a full on storm
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Featured image for “What does the Tax Cut mean for the Stock Market?”
01/24/18

What does the Tax Cut mean for the Stock Market?

What does the tax cut mean for the Stock market? Many people are wondering what the tax cut means for the US Stock market. We thought it might be helpful
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Featured image for “Tax Reform: How Will You Be Affected?”
01/17/18

Tax Reform: How Will You Be Affected?

On December 22, 2017, President Trump signed a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. The centerpiece of the legislation is a permanent
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Featured image for “Manager Interview – Part 2”
12/21/17

Manager Interview – Part 2

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published Manager Interview – Part 1. This article finishes
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Featured image for “Manager Interview – Part 1”
11/06/17

Manager Interview – Part 1

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us with
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10/10/17

Q3 2017 Market Update

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index
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