A New Month, A New Market?

While I try to write one of these updates on the state of the market each and every week, it’s the end (or beginning) of a month that adds some good perspective. Reason being, we always want to invest with the trend, not against it. And for most investors, the trend...

Are We Out Of The Woods Yet?

It’s been 40 trading days since the big, December 24th low when the market completed its short-term correction bottom, falling a total of -19.8% from the Sept 21st high. Since then, we’ve seen an impressive rally take place, but there are a lot of questions that need...

The State of the Market Address

I’ll be honest… I didn’t even turn on the State of the Union Address. I had a couple friends text me about it as it was going on, and I let them know I was instead watching The Punisher series and Impractical Jokers with Donna. I think my choice of viewing pleasure...

Don’t Fight the Trend

“Don’t Fight the Trend” By: Adam D. Koos, CFP® President / Portfolio Manager Not just ANY trend, but “The Primary Trend.”  This is from Charles Dow’s first lesson on the first day of class in Investing 101.  Would you paddle a boat upstream?  Would you bake cookies...

Guilty Until Proven Innocent

I’ve received a LOT of wonderful feedback about these updates on the state of the market over the last several weeks and I wanted to thank everyone for taking the time to read them, especially our clients.  If there’s one “best” way to stay on top of what we’re doing...