Market Commentary

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 […]

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 […]

This past week, I’ve been in the San Francisco area for a conference that Donna and I extended and turned into a vacation.  As in the case of all our trips, I get up early in the morning before the […]

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 […]

“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 […]

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 […]

Money managers who are always doom & gloom love to make you feel stupid when the market goes down and you didn’t sell at the perfect time.  Others like to make you feel stupid when you’re out of the market […]

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 […]