Jun 9, 2016
Alexis Advisors is pleased to announce that we have just become a Certified Benefit Corporation! Certified B Corps are a different way of doing business – one that focuses on the “how” and “why” of business, not just the...
Apr 6, 2016
For 2016, the most popular averages ended the quarter almost where they started – the S&P 500 cash index was up +0.8, the Dow Jones Industrial Average added +1.5%, and the small-cap Russell 2000 slipped -1.9%.But this “point-to-point” analysis does not accurately...
Jan 17, 2016
2015 ended with a whimper, with the S&P 500 Index down -0.7% for the year. However, the markets entered 2016 with a roar, with the S&P 500 Index down -8.0% as of 1/15/16. The market is considered forward looking – a leading indicator, providing...
Nov 5, 2015
The media has been abuzz since the end of October given the stellar performance of the S&P 500 Index, up +8.3 %, one of the best monthly returns in years. The gains notably survived hints from the Federal Reserve policy makers that interest rates could rise in...
Oct 7, 2015
There are two broad categories that investment managers typically assess when deciding to buy or sell a particular security: 1) The Fundamentals – i.e., How strong or weak is the economy? How strong or weak are the financials of a company? 2) The Technicals – i.e.,...
Sep 5, 2015
There are many ways to manage money, but in general, investment management falls into two primary categories – passive management and active management. Passive management typically follows the tenants of Traditional Asset Allocation whereby you allocate a certain...
