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August 2019 Market Update

You’re part of history. The U.S. economy has now been growing for over 10 years, making it the longest expansion, ever. This, perhaps understandably, has a lot of people talking “recession.” While we’re certainly not predicting that a recession is...

July 2019 Market Update

Do you have any brothers or sisters? Here’s the story of Bob, Susan, and John, who are not only siblings but hard-working triplets who all just retired. Besides their physical resemblance, the three have a lot in common. For instance, they: Have the...

June 2019 Market Update

You're About to Witness History Being Made We’re on the verge of something we’ve never seen before: If the U.S. economy keeps growing until July, our current economic expansion (it began in June 2009) will be the longest ever! In the post-World War...

May 2019 Market Update

Have you wondered how long the good economic times will last? With Memorial Day kicking off the start to summer, now is a great time to look back at how the economy has fared so far this year, and what that means for long-term investors. At the...

April 2019 Market Update

Resulting, and 3 Things to Look For In her bestselling book, Thinking in Bets, Annie Duke, former World Series of Poker champion, refers to a very interesting topic called “resulting.” Resulting is when we observe an outcome and then decide whether...

March 2019 Market Update

The Fallacy of Forecasting Markets or the NCAA Tournament Do you follow the NCAA Basketball Tournament? Even if you don’t, it impacts you. An oft-cited report once indicated that the opening week of March Madness (the NCAA Basketball Tournament)...

February 2019 Market Update

Why Some Investments Don’t Work Those of you who own a cell phone or car know that nothing lasts forever. The older we get, the more we may realize that’s also true when it comes to our bodies. But when we get sick or break a bone, while it’s...

January 2019 Market Update

Market Cycles and Feedback Loops Do you ever feel like you’re too close to something? Sometimes, you can be so close to what’s happening, that you can be hard-pressed to feel (or see) anything other than the chaos. Yes, “this or that” trend may have...

Fourth Quarter 2018 Market Update

We dissect some of the reasons the market appears to have finally hit a wall, stalling what had been a historic bull run. Then cover which markets look particularly vulnerable going forward, and which sectors appear to be holding steady.

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