August was a surprisingly good month for the S&P5001.  Our expectations were just hoping to remain positive, but the index is now positive slightly more than 10% so far in 2020.  Certainly not wAugust was a surprisingly good month for the S&P5001.  Our expectations were just hoping to remain positive, …

Last month we suggested the market rebound off the March lows was starting to run out of steam.  That does indeed still appear to be the case.  Even though July was an “up” month for the index, year-to-date, the S&P 5001 is still just barely above break-even at +1.72% as …

It feels like this recent rally, rebound, bounce (whatever you want to call it) is running out of steam.  One of the most common indexes that reference the performance and health of the overall stock market, the S&P 5001, still can’t seem to go positive this year.  As of Thursday, …

Does anyone recall the inverted yield curve of mid-last year and its projection that we’d enter recession sometime in mid-2020?  While we would never have expected the Coronavirus to be the trigger, it looks like we could be getting a recession right on time.  While the U.S. stock markets have …

Rule #1 – Don’t lose money.  It sounds simple, but in practice, it can be quite a challenge.  Still, as challenging as it may seem at times, it remains the foundation for how we manage money and risk in client accounts.  That doesn’t mean our accounts won’t show negative returns …

Market jitters in February turned into all-out panic in March, the likes of which we rarely see.  The S&P 5001 had a draw-down of -33.7% from February 19th to March 23rd before finally starting a rebound on Monday this week (Source:  FastTrack).  It’s hard to say how long this rebound …

Along with you and investors all over the world, we have been watching the COVID-19 situation as it evolves, as well as other economic factors that may affect your financial future.  Each passing day brings new developments, but our top priority remains helping our clients sleep at night.  We also …

So much for that good start we were off to this year.  After weeks and weeks of ignoring the news of the coronavirus, apparently, a week ago someone decided it was time to sell.  And sell they did!  As of today, the last day of February, the S&P 5001 is …

The new year was off to a good start for the S&P 5001.  Even with the Coronavirus scare over the past few days, and a brief sell-off of about -2.5%, the market appeared to be bouncing back fairly quickly (FastTrack data).  However, today (January 31, 2020) the move downward continued, …

And that’s a wrap on the second decade of the 2000s, and welcome to the “roaring 20s!”  Year-end is a great time to review the good, the bad, and where you want to go into the future.  We like to work on our balance sheets at this time of year, …