To view and print a PDF version of the Q2 2015 Commentary, click here. Stagnant wage growth, anemic consumer spending, below-average inflation, and plunging oil prices: without any other context you might conclude that the U.S. stock market should be falling off a cliff. Instead, U.S. stocks have returned over 200%
To view and print a PDF version of the Q4 2014 Commentary, click here. As you review your portfolio’s 2014 performance, you’ll notice it was a more modest year compared to the double-digit returns enjoyed in 2013. Coincidentally, the 2014 return landed quite close to the average annual return we would
Sensible. Stable. Superior risk-adjusted returns. These words are often used to describe dividend investing, or strategies that seek to identify companies which regularly distribute profits as cash to shareholders. While it sounds attractive, too much of a focus on income can cause a portfolio to become less tax efficient, more
It’s likely you’ve seen some version of these headlines and wondered what truth they may hold. We will put these statements into plain language and historical context to assess what implications they may have for your portfolio. Is it Overvalued? Valuing the Stock Market There are various measurements investors use to determine
As high school graduation parties come to an end, priorities for parents and students begin to shift to college: shopping for dorm room essentials, planning for orientation, etc. There are plenty of questions running through parents’ minds: What will he major in? Who is her roommate? Is my child really
On July 18th, the city of Detroit became the largest municipality to file for Chapter 9 bankruptcy, seeking to restructure roughly $18 billion in debt. While many media outlets have attempted to create a shock factor, the insolvency did not come as a surprise, as the financial struggles facing Detroit
The commentary offered is general in nature. It is not intended to be complete or used as a primary basis for financial decisions.