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...

2019 Market Outlook

I had a wonderful, relaxing break with Donna and the boys and I hope you had a chance to sufficiently re-charge your batteries as well!  Considering the heightened level of stock market volatility, I wanted to try and get our 2019 update on the state of the market out...

Driving Your Money Through a Storm

While we’ve been taking defensive measures this past month-and-a-half, our long-term hope was to see the stock market bounce off the October and November lows toward the end of this week into next.  So far, at least as I write this week’s update on the current state...