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Market Insight – Rough Seas Subside

It’s not an all clear message but Santa just may pay us a visit this year. In the past 30 days, several risks have diminished: Trade:  Odds of all-out trade war have significantly decreased after the meeting on Saturday between President Trump and Chinese President Xi...

Market Insight – Is the Sky Falling?

Headlines Sell Ads, Not Investment Advice … Stock market corrections are not fun when it feels like the sky is falling or that this time is different than past sell-offs.  Guess what?  There have been 23 sell-offs of more than 5% over the past 10 years.   The...

Market Insight – Pick Your Poison

Pick your poison for what has led to the quick US stock market sell-off: Rising interest rates, upcoming elections, increasing uncertainty concerning the potential trade war with China and the potential negative impact of bad news to corporate earnings. This sell-off...

Market Insight: Diversification Matters

“The beauty of diversification is it’s about as close as you can get to a free lunch in investing.” – Barry Ritholtz One of my favorite investment quotes – just not this year. With many asset classes in the red in 2018, frustrations are mounting. Aren’t...

Market Insight: Nuveen Meeting Highlights

Highlights of our Meeting with Nuveen Asset Management Fixed Income Strategy & Portfolio Manager Our investment team loves that we can discuss ideas with the brightest minds in the investment field. Last week, Doug Baker from Nuveen Asset Management visited our...

Market Insight: Overseas Stocks

Not Time to Abandon the Strategy Pick your poison on what has caused the international stock markets to experience the current correction.  A rising dollar and increasing interest rates, combined with the tit-for-tat trade/tariff tantrum between the Trump...