Our Latest Market Commentary

This is Still a ‘Sale’, Not a Crash!

Some of my favorite phone calls are the ones we get from clients who call and say, “What do you think about the market and how things are going right now?  Do you think this is the next crash?”  Then they follow that statement up with a nervous chuckle, followed by, “Well, I’m sure you’re getting a lot of these types of phone calls.”  The truth is, as the market has pulled back this past few weeks, we’ve only received three calls thus far… and this is good!  It tells me that we’re doing a decent job educating our clients on what to – and what not to be worried about.  But what IS going on in the market right now?  Is this the beginning of the next market crash? read more…

Update on the Current Market Pullback

The stock market is taking a breather this past week and as of the market close on Wednesday, the S&P 500 is down -4.95% since the most recent high, while the Dow has followed in suit, down -4.58% over the same time period.  When we’ve observed pullbacks like this in the past, we normally see the money flowing out of stocks (which causes the pullback) and into bonds, which then drives up the value of the bond market.  This time, things are different.  The bond market is actually down -4.50% year-to-date and all of this is making the pain felt on portfolios worse than in a “normal” pullback.

Let’s get back to the stock market.  read more…

Is There A Storm Brewing?

It’s been an interesting end to the summer.  In most mid-term election years, we see putrid returns this time of year.  In fact, September is statistically the absolute worst month, followed by August.  I’ve been getting a lot of questions lately about when the market is going to peak and topple, and today I wanted to share a little unbiased, objective analysis so you can see where things really stand.

The reality of the situation is this:  August was a positive month when it’s normally negative, and September is panning out to be a good month for the stock market as well.  read more…