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 […]
Market Commentary
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 […]
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 […]
It is almost time to think about goals for the new year! This is when New Year’s resolutions are made with the best intentions of creating better habits and improving life in its next chapter! According to a 2015 ComRes […]
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 […]
Since World War II, the stock market is historically flat through the first part of October in mid-term election years. Typically however, the 4th quarter of these mid-term years has statistically turned a flat year into an average +7% gain […]
