October 11, 2018

October 11th Market Update

By James Behr Jr


If you watch the news or view your investment accounts daily, you will be aware that yesterday was a tough day for U.S. equity markets. All the major indices were in the red with the Nasdaq leading the way down 4.08% on the day. There are several reasons that you may hear in the media […]


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May 10, 2017

The Only Thing We Have to Fear is Fear Itself

By James Behr Jr


The CBOE Volatility Index or “VIX” is an index that measures the market’s expectation of volatility over the next 30 days. The actual computation of the VIX is complicated but is based on current S&P 500 option prices and the expected future option price movements. Investors that are worried about large moves in the market […]


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July 19, 2016

Don’t Allow Sensational Media Headlines to Affect Your Retirement Portfolio

By James Behr Jr


“U.S. stocks hammered as Brexit shock rocks markets,” “Worst day in 10 months as Wall Street reacts to Brexit,” and “Brexit Panic – Should You Sell Your Stocks?” are just a few of the headlines following Britain’s decision to leave the European Union on June 24th, 2016, just a little over 3 weeks ago. Today […]


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June 24, 2016

“Brexit” Stage Left

By Scott Miller, Jr.


On Thursday the people of the United Kingdom voted in the British Exit Referendum (Brexit) to take United Kingdom out of the European Union to the surprise and disappointment of markets across the globe. The referendum was initiated by parliament and Britain’s Prime Minister, David Cameron, in their attempt to win their elections in 2015. The […]


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June 22, 2016

The Impact of Rising Rates on You

By James Behr Jr


On June 15th, the U.S. Federal Reserve, commonly referred to as the Fed, made the decision to maintain the federal funds rate of 0.25-0.50%. The Fed cited slow economic growth, low inflation rates, a possible British exit from the European Union (“Brexit”), and a high unemployment report for May. The Federal Reserve has been in […]


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May 19, 2016

Despite the Appearance of Calm, Volatility is Back

By James Behr Jr


We have invested in Structured Investments through bull, bear and flat markets and continue to recommend them because of their ability to provide both partial downside protection and upside potential. What is a Structured Investment? First, it is important to remember that the term Structured Investment/Product/Note is just that – a generic moniker used to […]


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February 6, 2015

What if you could reduce the ups and downs of the stock market?

By Justin Capetola


If you are like other investors, you expect to see your investments grow over time.  However, along this path to long-term growth, there will be turbulent times that could cause you to question your decisions:           Am I invested in the right place?           Is investing for me?           I’m not sure I can handle […]


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December 17, 2014

Black Gold Loses Glitter and has the Stock Market Seeing Red

By Scott Miller, Jr.


If you have filled your car up recently you were probably pleasantly surprised by the decline in gasoline prices.  Lower prices at the pump have been a direct result of plunging crude prices, something many consumers have been wishing for.  Lower prices at the pump put more money directly into consumers’ pockets and theoretically this […]


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October 19, 2014

Putting Volatility in Perspective

By Justin Capetola


27 Years ago today… You were probably grooving to the sweet sounds of Whitney Houston’s, I Wanna Dance with Somebody (Who Loves Me), while… The market was crashing, struggling through the biggest single day decline in history also known as Black Monday.  Putting Volatility in Perspective On this date in 1987, the S&P 500 fell 20.5%.  This […]


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