March Market Commentary

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Last month we noted the average 2017 year-end target for the S&P 500, as predicted by 16 major investment banks, is 2353. Expectations were, on average, very tame.  As we write this letter today, the index is at 2400…so much for expert predictions.  And who thought we would have double-digit gains in the four months… Read more »

Investing in a Trump World – Rule #2

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Recently, I offered my thoughts on the first rule of Investing in a Trump World. President Trump represents different things to different people, but one thing he poses for everyone is a bit of uncertainty. No president has ever been followed (or judged) on social media like President Trump has been, or will continue to… Read more »

February Viewpoints

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Economic and Investment News Bits The surest way to reach financial goals is to contribute adequately on a regular basis. This is more important than asset allocation, security selection, and even risk management. Increasing contributions trumps all other aspects of investing.  The goal should be to max out payroll deductions for retirement plans.  (Source: Hal… Read more »

Investing in a Trump World – Rule #1

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When I look at social media these days, I cannot tell if the world is coming to an end, or if we are about to embark on our nation’s greatest moment. For the first time in our history, a presidential transition was followed step-by-step on social media, and the reaction is frightening. Consider that only… Read more »

February Market Commentary

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  “What are the markets going to do in 2017?”  That is the most frequent question we have been getting from our clients over the last few weeks.  And clients know our stock answers are we don’t know, we have no accurate crystal ball, and virtually all “experts” get these things wrong most of the… Read more »