Frothy? Bubbles?

Frothy? Bubbles? No, we are not writing to you about cappuccinos, champagne, or bubble bath. We’re talking stocks. You may have noticed that the shortest bear market in history is over, and markets recently hit new record highs before pulling slightly back again. Will stocks keep going higher? Will they stay volatile? Is another bear […]

Charitable Giving Under the CARES Act

Charitable Giving Under the CARES Act As you are probably aware the government recently passed the CARES Act to help combat the economic downfall as a result of COVID-19. Well, included in the bill are some new tax incentives for charitable donations. Whether you give to regularly or would like to start, this blog will […]

Markets Rising

Why are Markets Rising When Headlines Appear Ominous?   It was not long ago that many investors were asking how can stocks recover when everything I hear concerning COVID-19 is so dismal? Many are asking the same question regarding the looting and destruction of property occurring in cities across the country. Why are markets going […]

Market Update (corona virus)

Daily market movements have been unprecedented. Movements that typically take a year or longer are occurring in single trading days. The volatility is certainly unsettling, but it is not a time to attempt to time the market, rather it is time to maintain a long-term perspective. We all understand that is has been an awful […]

Economic Stimulus Bill Highlights

Stimulus Bill Highlights The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was approved by the U.S. Senate and is expected to be approved by House and signed into law. This $2 trillion-dollar package was designed to provide relief to individuals, businesses, the U.S. Economy and the U.S. healthcare system among others. Below we […]

All Signs Point to Trade

Global economic uncertainty continues to drive markets as we enter the 4th quarter. The S&P 500 Index increased by 1.19% for the 3rd quarter coupled with an increase in volatility and trade headwinds. The volatility trend has continued into October however U.S. equities were negative for consecutive days to start the quarter. This has been […]

SP 500 vs Recession Trends.

Much of the talk in financial media over the past year has market experts and economists predicting whether or not the U.S., and the world, is headed toward a recession. Recession chatter has especially picked up over the past two months as some leading recession indicators are beginning to flash warning signals. U.S. Treasury yields […]

Thoughts on the Yield Curve Inversion

Our Thoughts on the Yield Curve Inversion The Trade “war of words” between the United States and China has been yo-yoing markets for the better part of the summer and may continue until both sides come to a finalized agreement. Most analysts agree that the US economy is the best suited economy in the world […]

A look at the last 20 years

The S&P 500 closed above 3,000 for the first time ever on Friday, July 12th. On this same date 20 years ago, the S&P closed at 1,399 while the world was preparing for a computer apocalypse known as “Y2K”. Well, we are still here, and the S&P 500 is now above 3,000 or about 116% […]

What does history say when they sell in May?

Over the past 80 years, there have been 9 times where the S&P 500 had a negative return of at least 5.00% in May. As you can see in the table above, all but one of those times were followed by a market rally in the following months. Keep in mind that past performance should […]

Market Sell-off all about Chinese Tariffs

Market Sell-off all about Chinese TariffsThe market is selling off today in response to the Chinese trade negotiations. On Friday, the U.S. raised tariffs from 10% to 25% on $200 billion of Chinese goods and threatened new tariffs on more than $300 billion worth of remaining Chinese good imported to the U.S. In response China […]

2019 Wall St. Strategist predictions

As 2018 comes to an end, we like to look back at projections for the S&P 500 index that top Wall St. strategist made for the year and what they are expecting for 2019. The S&P 500 ended the year down 6.24% after one of the worst fourth quarters in history.

A Year of Uncertainties

INSIGHTS A Year of Uncertainties 2018 has been an historic year for equity markets albeit not for reasons that may seem apparent right now. U.S. equity indices, including the S&P 500, Dow Jones Industrial Average and Russell 2000 all moved into uncharted territory peaking at new all-time highs in late August and September. Since then, […]