April 11, 2019

The pattern of slower domestic growth is unmistakable. GDP readings for the last three quarters have been +4.3%, +3.4% and +2.2%. A blue chip consensus estimate for the 1st Quarter of 2019 has dropped to a meager 1.3%, although the Atlanta Fed’s GDP forecast for the 1s...

March 18, 2019

After the January/February market rebound, we see gains harder to come by for US markets.  Prospects are somewhat better overseas, but not good enough on a risk reward basis to expand our commitment at this time. 

The slowing growth we alluded to above is manifest...

February 12, 2019

What a difference a month can make. 

In a newsletter we sent out last month to clients we counseled investors not to overreact after the market staggered to the finish line in 2018.

As we approached year-end 2018, discussion in the financial press of a coming recession i...

December 6, 2018

Now that the mid-term elections are behind us, we’ve gained some clarity on the current market movers.  There are two major things to watch closely over the near term:

1.The Fed.  There has been considerable discussion in recent days about interest rates in 2019.  Chair...

July 25, 2018

The US economy continues to show support for better fortunes for many of the companies in the market.  The second quarter GDP data will be released soon, and many economists expect GDP will have expanded 4.0% on an annualized basis.  Overall expansion for 2018 is expec...

June 27, 2018

This month the investment markets have been very volatile.  This volatility has been caused by the following reasons:

Interest Rates.   New Fed Chairmen Jerome Powell has reaffirmed the Fed’s plan to increase interest rates gradually in recent speeches.  Maintaining a g...

June 1, 2018

The S&P 500 seems to have stalled out, with the market just trading up and down in a range since February.  The markets haven’t seemed to recognize the many strong quarterly reports from company’s far and wide showing rising revenues and profits. 

But concerns that...

April 25, 2018

This month we have continued to see market volitility.  The causes have varied.  First, there was the back and forth tariff squabble between the U.S. and China.  This caused investors to worry about a potential trade war between the world’s two largest economies that c...

March 28, 2018

Many of you are aware that the U.S. and International stock markets have been very volatile over the last few weeks.  We are officially in “correction territory” which is long over due.  A correction is when the stock market experiences a 10% to 20% drop, but then rebo...

February 26, 2018

This month we wanted to introduce some tax planning strategies for 2018 to take advantage of some of the new tax law changes.  The main changes we are considering in these recommendations are related to the standard deduction doubling.  The standard deduction has gone...

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