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...
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...
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...
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...
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...
