Jul 14, 2017
The months between May and September have historically been when equities exhibit their greatest volatility, but this year seems to be the exception. With US equity volatility at historically low levels, a high price-to-earnings ratio and no correction of even 5% in...
Apr 20, 2017
The phrase “sell in May and go away” is a take on an old English saying, “Sell in May and go away, and come on back on St. Leger’s Day.” This phrase refers to the custom of bankers leaving the City of London (London’s financial district) to go to the...
Mar 21, 2017
At Alexis Advisors, we believe in being informed about your money, even if you’re a kid. Especially if you’re a kid: research has shown that children’s money habits are formed by age seven. Yes, seven—the age when most parents are struggling to get their kid to eat...
Jan 24, 2017
We apologize for the lateness of this newsletter. Laura and I have had a busy start to the year, including preparing for our new employee, Paige Harland. Paige just joined us this past week and will be a financial advisor, supporting us primarily in...
Aug 14, 2016
Please Note: I am leaning heavily on the New York Times article, Getting the Full Picture on Annuities and Insurance, in this month’s blog. This month I am writing on some of the complexities that I have seen with various insurance products. I see your eyes...
Jul 8, 2016
The tail-end of Macbeth’s quote after the death of his wife speaks of the human condition – that life is short, filled with drama, and all of this fury often means nothing. This quote is befitting of the equity market environment over the past two years, as well as...
