Latest Thoughts
March 27, 2019
In
Weekly Commentary
Balanced Risk Reward
Risk-reward trade-off in stocks has become less attractive following recent gains. ...
March 20, 2019
In
Weekly Commentary
Movin On Up (In Market Cap)
Large caps may be better positioned than small caps, given where we are in the business cycle. ...
March 18, 2019
In
Videos
Season 1: Episode 4 – “Toast and Disability Insurance”
In our fourth episode, Chris interviews Larry Rosenthal, one of our disability insurance specialists. Chris, Larry and Scott discuss the logistics of disability insurance . Stay tuned for Episode 5 next month....
March 13, 2019
In
Weekly Commentary
Modest Pullback Or Something Bigger?
Following the strong 2019 rally, we ask if stocks are overdue for a pullback. ...
March 6, 2019
In
Weekly Commentary
The Bull Turns 10
The bull market will celebrate its tenth birthday on March 9, 2019. ...
February 27, 2019
In
Weekly Commentary
Five Key Questions
The week we reassess the stock market landscape following the latest rally. ...
February 21, 2019
In
Weekly Commentary
The Rally Continues
The rally continues, as the S&P 500 Index gained for the seventh week out of the past eight, while the Dow Jones Industrial Average, Russell 2000 Index, and Nasdaq all closed higher for the eighth consecutive week. ...
February 13, 2019
In
Weekly Commentary
Key Takeaways From Fourth Quarter Earnings
Earnings growth slowed in the fourth quarter but was still solid. ...
February 11, 2019
In
Videos
Season 1: Episode 3 – “Eggs and Estate Planning”
In our third episode, Chris interviews Paul R. Cohen, from Curtin and Heefner LLP. Chris, Paul and Scott discuss the importance of estate planning. Stay tuned for Episode 4 next month....
February 8, 2019
In
Media and Press
How to recession-proof your retirement portfolio
Chris Tuck spoke to Fox Business on how to recession-proof your retirement ...
February 7, 2019
In
Media and Press
What to Do When an Investment Fund Closes
Fund shutdowns do happen and every investor needs to know what to do for their portfolio. ...
February 6, 2019
In
Weekly Commentary
That Was The Easy Part
2019 is off to a roaring start, as the S&P 500 Index gained 7.9% for its best January since 1987. ...
January 30, 2019
In
Weekly Commentary
Is The Fed Almost Done?
The Fed will likely pause interest rate hikes at its policy meeting this week. ...
January 30, 2019
In
Media and Press
Advisors Magazine : Bad Guys Never Follow the Rule
Advisors Magazine quoted Chris Tuck in a recent article titled Bad Guys Never Follow the Rules. ...
January 27, 2019
In
Money Matters
Tax Identity Theft Awareness Week
Here are some tips for protecting your identity ...
January 23, 2019
In
Weekly Commentary
Brexit Clouds Linger
Brexit uncertainty continues to cloud Europe's economy. ...
January 16, 2019
In
Weekly Commentary
Fourth Quarter Earnings Preview: From Great To Good
Fourth quarter earnings reporting begins this week. ...
January 9, 2019
In
Weekly Commentary
Lower Valuations Offer Long-Term Opportunity
This week, we look at stock valuations to try to gauge the potential opportunity for stocks. ...
December 31, 2018
In
Weekly Commentary
That Sure Felt Like A Bear
While technically not a bear market, it sure felt like one. ...