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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility…

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2018 Q3 Market Commentary

After watching the market yo-yo higher and lower in the first 6 months of 2018, it finally gained some traction on the heels of a stronger economy and fantastic earnings announcements.  It seemed like every day during earnings season we…

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2018 Q2Market Commentary

Looking back on our commentary written in early January we see that the S&P 500 closed at 2,673.61.  It now stands at 2,718.37 as of the close of the 2nd quarter – up a whopping 1.7% for the year.  It’s…

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2017 Q4 Market Commentary

It was quite a year driven by earnings growth and the hope and realization of deregulation and tax-reform. We began the year at 2,238.83 on the S&P 500 following earnings of $106.26 for 2016. In 2017 those earnings rose to…

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