Market Commentaries

Summer waves

I thought I’d give a quick market update on a time period that we can relate with, instead of a calendar quarter or whatever, so this discussion will cover the summer (starting June 1) and going until the present day. First off, it was in May that the Dow Jones Industrial Average first crossed 15,000,

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Spams, scams, shams

I was at an industry conference last week, and a good deal of time was spent in talking about how fraudsters are targeting the business that I am in, and thereby my clients.  An example was given about how a financial advisor received an e-mail from his largest client, asking for a relatively small ($10,000)

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The bull has left the China cabinet

So, one month ago I wrote this article, calling for a drop which didn’t materialize at the time, but instead happened two weeks later.  Volatility has increased dramatically over the last few days thanks to liquidity concerns coming out of China, and the S&P 500 is down over 5% total over the last 5 days. 

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Drop

After weeks, nay months, of rising, the stock market is off yesterday/today.  As of this writing, the Dow Jones Industrial Average is down over two hundred points (2.2%) from Tuesday’s all-time high and the S&P 500 Index (a better indicator of the overall economy) is off by a little more, about 2.6%. I had expected

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Contradictions in investing

Now that the market has recently reached new highs, I wanted to talk about some things I’m starting to hear more and more clients mention.  I’m calling this ‘contradictions in investing’ as there are  things that we may think that we know, but by digging a little deeper we may find that those paradigms are

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Outlook 2013

There continues to be a lot of talk about the Fiscal Cliff, but the question is, how does that impact you?  The exact answer at this very moment is still unknown, and won’t likely be known for several more weeks or months.  What is known is that investing is for the long term.  Tax rates

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Wednesday, November 14th market update

So, in the last 6 trading days, the market is off just over 5%.  This sets us back to where we were way back in…July.  I say that with tongue in cheek to remind you that these kinds of fluctuations happen, both up and down.  There are several reasons for this one, but the primary

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The American President

Who will win tonight, and what does that mean for the economy?  I voted a couple of weeks ago, and I do feel strongly about my vote, but when it comes to the economy I think that there are only so many tools that anyone has at their disposal to fix the problems facing us

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Volatility and its impact

A friend and I were having lunch recently he and suggested that I write an article about volatility and/or non-correlated assets, but then felt that such a topic might be too specific and/or deep.  Regardless, I thought that it was a very good idea, and I’ve combined the two topics herein.  Hopefully, this will give

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Are we headed for another recession?

You can Google this question and find 1000 people with vehement answers across the spectrum.  My take: we are not. What are the facts?  Aside from an improvement in jobless claims, increasing productivity, and declining labor costs (all reported last week), presidents from the Federal Reserve of Boston and San Francisco have both stated that

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