The U.S. stock markets have been trading in fairly narrow range since year-end with the S&P 500 Index ranging between approximately 2000 and 2100. Most economic data has been positive, with unemployment continuing to decline – the rate stood at 5.5% as of the last...
For those of you who know me well, I tend to beat the consumer advocacy drum pretty consistently – And I named my company Alexis, which is Greek for helper, defender, and advocate, in an effort to reinforce this point. We encourage all investors to ask the...
Even if you haven’t read his novel, The Little Prince, you have likely heard of Antoine de Saint-Exupery. But, you may not know that he became a laureate of several of France’s highest literary awards, and also won the National Book Award. Given all these...
Bull markets don’t always – or should I say, rarely – age gracefully. This bull market that started in March of 2009 (interrupted by a violent, but brief bear market in 2011), may be entering its golden years. However, it would likely be a mistake to view an aging...
Over the past few months, we have written about two of our core tenets: 1) Tenet 1: Be intentional about your life, and informed about your money (What’s Your Financial Literacy Quotient). 2) Tenet 2: Seek to manage the risk (the downside) in your portfolio...
The S&P 500 Index (“the market”) hit an all-time high of 1987.98 on July 24th. If you listen to the pundits and the media you would think that the moves over the past weeks and months had been substantial. Actually, since early summer (the first week of June), the...
