November appears to be getting back to normal for the stock market now that we’re past the election tension.  Volatility, measured by the VIX index, has been steadily falling back to the lows we saw in mid-August.  And the S&P 5001 has slowly risen back to, and just beyond, the …

So far October has turned out to be less than exciting in the markets.  While it started off with a rebound from the mild pull-back we saw in September (as was seasonally expected), over the past week it has really slowed down and now we’re looking at a possible negative …

It has been no surprise to see the stock market struggle in September.  Historically, this month has the highest odds of a loss.  And so far this month, the S&P 5001 has given back most of the gains it had made in 2020.  And as of September 24th, 2020, the …

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 …