Market Updates

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Update on Volatility

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

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Is the Tide about to Change? – Value Stocks vs. Growth Stocks

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

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Q2 2018 Market Update

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

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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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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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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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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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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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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