In the last several years, we’ve observed that the summer months tend to go nowhere relative to the rest of the year. Then, near the end of summer, a break-out occurs. This change is often to the down-side and tends to happen quickly. Knowing this historical tendency has played into …
Brexit, like it never even happened (at least in the markets). After an impressive two-day sell-off resulting from the decision of the UK to leave the European Union, the S&P 500 quickly rebounded and recovered the losses just nine days later (cnbc.com data). Either the decision to leave wasn’t as …
Much to the surprise of the markets, the UK decided to leave the European Union in a historic vote last night. According to CNBC, most of the odds-makers were assuming the UK would remain, so this surprise has caused major volatility in the markets this morning. We think Kristina Hooper, …
The first full quarter of 2016 displayed a lot of drama with surprisingly little result. The S&P 500 spent the majority of the time underwater, only coming up for air the last few days of March. The Index ended the quarter up by +1.35% but was down as much …
The first full quarter of 2016 displayed a lot of drama with surprisingly little result. The S&P 500 spent the majority of the time underwater, only coming up for air the last few days of March. The Index ended the quarter up by +1.35% but was down as much as …
Did you know that you can still make a contribution to your Traditional or Roth IRA for the 2015 tax year? You have up until the filing deadline (April 17th this year) to do so. Depending on your age and income, the maximum contribution for IRA’s is $5,500 (under age …
Welcome to Spring: the earth is greening up, Daylight Savings time has resumed, and the markets appear to be on the rebound. None of this is unexpected at this point. However, there are still significant headwinds. And while we’ve had a nice bounce off of the January lows, the S&P …
“I like the cover,” he said. “Don’t Panic. It’s the first helpful or intelligible thing anybody’s said to me all day.” ― Douglas Adams, The Hitchhiker’s Guide to the Galaxy Panicking never helps, especially when it comes to money. What helps is having a system and a plan. Which we do. When …
Well this year is off to a dramatic start (David Bowie AND Alan Rickman? Ouch!) – not to mention the global stock markets. According to Morningstar data, as of January 14th, the S&P 500 is down around 6.0%. The Russell 2000 (Small Cap Index) is down around 9.7%. And the …
FINALLY! After a several months of indecision, the Federal Reserve raised interest rates by 0.25%. And the market’s reaction? Not much. Which is surprising, in our opinion. At this point, we believe the Federal Reserve had no choice but to do something…anything! What doesn’t sit well with us regarding the …
