Our Latest Market Commentary

Happy Galentine’s Day 2019!

February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation.

Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in the office with your team of ladies, be sure to let them know what you admire about them today. Be in the moment and intentional for Galentine’s Day.

Why having a team of supportive gals matters: read more…

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 that evening was much kinder on my soul, but to each his own. Watching the State of the Union probably causes most more stress than it does them any good. Similarly speaking, watching the market closely throughout the year doesn’t do the average investor much good, either. Rather, let’s step back from the noise – and allow me to provide some historic perspective regarding where we’ve been, where we are today, and what could play out over the course of the next several weeks and months. read more…

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 before the oven is hot?  Would you bet your money on the lowest-ranked team in the upcoming March Madness tournament to win the whole thing?  Well, then when it comes to your retirement portfolio, you shouldn’t fight the trend!  If you’re a long-term investor, the first rule-of-thumb is to ensure you’ve got the trend at your back and not in your face.  So is the market’s trend pushing us forward, or are risk levels high today? read more…