Making Your List & Checking it Twice

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...

Is the Market Getting Frothy?

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...

Muscling Through the Tumult

The amount of switches, twists and turns over the past quarter is enough to make anyone’s head spin! The news over the past quarter provided plenty of reasons for stocks to sell-off: the Fed sent mixed messages on tapering their QE (Quantitative Easing) program,...

Climbing the Wall of Worry…

Welcome to September!… Historically, one of the most challenging months of the year for the stock market. After a strong first seven months, the S&P 500 declined -3.1% and the Dow Jones Industrial Average (DJIA) declined -4.4% for August, the worst monthly...

Are we in Another Bubble?

What do tulips, Beanie Babies, Barbie Dolls, real estate, stock markets, silver and gold have in common? They have all seen speculative bubbles in their prices that burst with devastating results for investors who believed that there would be no end to their rising...

Sell in May and Go Away?

The adage “sell in May and go away” doesn’t seem to be holding true this year – at least not so far. The S&P 500 is up over 16% for the year, and has now been more than 125 market days without a 5% or greater pullback. (The average since...