Latest Thoughts
March 15, 2017
In
Weekly Commentary
How Much Is Left In The Tank?
Last Thursday, March 9, 2017, the bull market celebrated its eighth birthday. ...
March 8, 2017
In
Weekly Commentary
Corporate Beige Book: Better Sentiment and Lots of Tax Talk
It should come as little surprise that sentiment among corporate executives improved during the fourth quarter of 2016. ...
March 2, 2017
In
Money Matters
I’m Changing Jobs. What Should I Do With the Money in My Plan?
After you switch jobs, your next move is to determine what to do with the money in your former employer's retirement plan. ...
March 2, 2017
In
Weekly Commentary
TIPTOE THROUGH THE TULIPS AND OTHER EUROPEAN OFFERINGS
The case for increasing European investments is getting stronger, as we elevate the fundamentals, valuations, and to a lesser extent the technicals. ...
February 15, 2017
In
Weekly Commentary
Real Estate Overview: All About the Cycles
Analyzing real estate is all about the cycles. ...
February 8, 2017
In
Weekly Commentary
Taking Stock Of Technicals and Sentiment
With the historically weak month of February upon us, we take a closer look at market technicals and sentiment this week. ...
February 1, 2017
In
Weekly Commentary
Is There Still Value In Value?
Despite a strong 2016, there may still be some value in value. ...
January 25, 2017
In
Weekly Commentary
International Stocks We Look East to Japan
After years of earnings recession, improving corporate earnings and relatively low valuations are making overseas investments more attractive. ...
January 19, 2017
In
Investing
529s for your Grandkids, are you Hurting More than Helping?
Saving for your grandchildren's college could have major impacts on their Financial Aid eligibility. Knowing the rules will help you craft a smarter strategy. ...
January 18, 2017
In
Weekly Commentary
Is Small Cap Strength Sustainable?
Small caps have surged since Election Day. ...
January 17, 2017
In
Money Matters
Take Advantage of Your Tax Holiday
Take advantage of the IRA sweet spot in your 60’s....
January 12, 2017
In
Money Matters
A Simple 3 Step Strategy to Actually Pursue Your 2017 Financial Resolutions
Here we go again, another New Year. Another list of hopeful goals alongside a list of failed resolutions of yesteryear. We blissfully ignore our previously failed attempts and get ready to do it all over again. For many of us, resolutions have...
January 11, 2017
In
Weekly Commentary
Fourth Quarter 2016 Earnings Preview: Looks Like Another Good One
Fourth Quarter 2016 earnings season gets underway this week (January 9-13) and it looks like it will be another good one. ...
January 11, 2017
In
Weekly Commentary
A Look Back at 2016 Hits and Misses
This week we take a look back at some of our hits and misses of 2016....
November 2, 2016
In
Weekly Commentary
Halloween Special: What Might Scare Markets
Many measures of investor sentiment indicate widespread uncertainty about the direction of markets. The age of the bull market, U.S. election, the possibility of a mistake by central banks, U.S. dollar strength, Brexit, and China's debt problems all seem to have the potential to scare...
October 26, 2016
In
Weekly Commentary
Election Playbook
In our election playbook, we discuss some investments that could possibly receive an election boost. Some areas that may fare better under Clinton include: alternative energy, emerging markets, and healthcare services. Some areas that could potentially get a boost from a Trump presidency include: biotech/pharmaceuticals,...
October 20, 2016
In
Weekly Commentary
Taking Stock of Technicals and Sentiment
Longer-term technical indicators on equities continue to look very strong. Overall market sentiment could be a nice contrarian reason to remain bullish....
October 11, 2016
In
Weekly Commentary
Third Quarter 2016 Earnings Preview: Growth Returns?
We believe the earnings recession may have ended in the third quarter. We expect potential upside to third quarter estimates due to supportive economic data, stable oil prices, and U.S. dollar stability. We will be watching closely to gauge the confidence of management teams in...