Market Commentaries

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 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 in

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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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The Ides of 2012

“I’m weary of this moon; would he would change!”  [from A Midsummer Night’s Dream] Midsummer; mid year.  We are now halfway through the year, a very volatile one at that, and your feelings about stocks and the economy may be similar to the above quote.  Because of that, I wanted to share a brief update

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How Low Can You Go?

Remember the limbo?  The younger you were, the lower you could go, partly because of height, but largely because of agility.  The stock market has been on a steady decline for weeks (following a steady climb before that and it is still above where we began 2012), and many are still reeling from the precipitous

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If you are worried, read this.

For the last six weeks in a row, and then yesterday, the market has gone down.  Greece can’t seem to find leadership, sending jitters through the Eurozone.  Banking giant JP Morgan is red-faced about a $2 billion trading loss.  China, while growing, may not be growing as fast as we thought.  What to do? Before

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Frozen in your tracks?

Everywhere I look, there are those with opinions about what to do with your investments.  Should you “sell in May, then go away?”  (This phrase is suddenly in vogue because it worked the last 2 years, assuming that you bought again in November.  However, ‘sell in September’ would have actually worked better, but it doesn’t

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