Market Updates

05/10/19

Wow! What a run the market has been on recently. As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter

03/07/19

2018 Year End Review and Forward Outlook After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down

01/08/19

The end of 2018 has not been pleasant for investors. Fears of weakening global economy, trade issues and rising rates have lead stock markets around the world to nosedive. The

11/19/18

Let me apologize for the delay in this quarterly update. With the elections, interest rate and trade announcements that were coming, I decided to drag my feet and release a

10/11/18

Management Update on Volatility (10-11-2018) Looks like markets are taking a much needed breather. Yesterday (October 11th), the S&P 500 dropped – 3.29%. From September 20th to October 11th the

08/24/18

Only when the tide goes out do you discover who’s been swimming naked – Warren Buffet A classic stock investing debate has always existed between favoring more Growth-oriented companies or

08/01/18

Equity Markets rebounded in the second quarter, propelled by economic (GDP) growth of 4.1% Companies continued a strong run of solid earnings The valuation bar and expectations for the market

06/12/18

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

03/31/18

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