The European debt crisis, Washington political gridlock, and slow "new normal" economic growth; as investors we all lived through these market events and realities in 2011. Unfortunately, none of these conditions are likely go to away any time soon. Throw…
We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking heads are preventing investors from…
Hi Everyone, As we see the recent increase in volatility continue I want to assure you we are evaluating our next move(s) every day, hour, and it seems like minute. Straight forward, no B.S., this is a governance issue! If…
Virtually all of the S&P 500 companies have finished reporting 1st quarter earnings. The results were impressive, earnings grew 18% year-over-year, far exceeding analyst’s intial estimates. The rate of growth is moderating from the sharp rebounds we saw just coming…
At quarter end we took the opportunity to add some new asset classes, change funds that were underperforming, add new fund managers, and adjust our long-term allocations. Essentially, we made changes that we felt were necessary to improve your investment…
Record home foreclosures, high unemployment, massive municipal defaults, unrest in Egypt, record federal budget deficits, European debt concerns, higher interest rates, and rising inflation in China and emerging markets. Is there enough for investors to worry about? Yes-and then some! There…
A year ago today, on September 15, 2008, Lehman Brothers, one of the largest and oldest investment banks in the U.S. filed for bankruptcy, and set off a financial collapse that was felt across the globe. It seems like a…
Long-term investment goals can often be thrown into chaos by life's challenges. The collapse of housing prices, a crashing stock market, job loss, a divorce, or a hot stock tip that didn't pan out, these all can create obstacles to…
Every quarter the stock market plays the "expectations game". Stock analysts (there a lot fewer these days) make estimates for corporate earnings and the company managers try to deliver earnings results that beat the analyst's "expectations". If company earnings are…