Jul 8, 2014
The U.S. equity market had no respect for the adage, “sell in May and go away,” with the S&P 500 Index ending up 4.65% for the second quarter (Q2) 2014. As is often the case with the market, it had the last laugh, with the S&P 500 Index breaking out to...
Jun 6, 2014
Over the next few months, I will be writing about the three core tenets that underscore Alexis Advisor’s overarching mission: To engage, educate and elevate families, non-profits and small-businesses in making knowledgeable and intentional choices about how they...
Apr 4, 2014
Since the “blow-out” in 2013 – the bull market that caught many money managers unaware – the U.S. stock market has essentially gone nowhere since year end. The S&P 500 was down -3.6% in January, up +4.3% in February, and up +0.69% in March. In...
Jan 12, 2014
Meredith Whitney, the famed New York City investment advisor who essentially “called” the financial crisis by highlighting her bearish views on banks in 2007, later said “even a broken clock is right twice a day.” In other words, while her forecast happened to...
Dec 5, 2013
We are coming up on the end of the year, and it’s time to do a bit of financial and tax planning. This seems to always make people’s hair stand on end, which is understandable, but hopefully by providing a “check list,” the project...
Nov 3, 2013
You have probably enjoyed a cappuccino or latte at least once or twice in your life. The delicious froth on top of the coffee base is made by whipping milk at a very high temperature and at great speed. My guess is that you drink your latte before the froth...
