Market Commentary

6 Year-End Planning Tips

December 3rd, 2015
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Time flies by when the holidays arrive which means the New Year will be here before you know it. For investors, that gives you just over a month to take care of a few important year-end planning items.
To make this easy,[…]

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Recency Bias Undermining Returns?

November 23rd, 2015
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Fort Meyers, FL asks…
I received an inheritance and was going to invest, but the market’s volatility and downward turn has me concerned so I’m waiting. Is that a good idea?
Great question – and, an important one given the potential impact one’s actions,[…]

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What Will Holiday Retail Sales Tell Us About the Market?

As the holiday season approaches, investors often shift their attention to ‘retail sales’ as a health barometer for the overall economy. The U.S. consumer accounts for around two-thirds of total output, so it makes sense that our fixation on discretionary sales numbers creates a fresh buzz every year.[…]

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Paris Attack Impact on Investing.

On November 13, the magnificent city of Paris was attacked by cowards – men whose feelings of hopelessness and disaffectedness were channeled into senseless violence against innocent people. This came only one day after a pair of suicide bombings killed 43 in Beirut,[…]

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Weak Import Data, Paris Aftermath, Tech IPOs…

November 20th, 2015
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Weak Import Data Something to Watch – this late in the cycle, the U.S. economy is a patchwork of strengths and weaknesses but also set for growth on balance. A piece of data released this week raised an eyebrow though – for the first time in a decade,[…]

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Rate Hikes and Recessions

Despite the Federal Reserve’s variable messaging on interest rates (rate hikes were to commence when unemployment hit 6.5%, which happened over a year ago), we do expect them to implement their first interest rate increase in 9 years before the end of the year.[…]

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“Singles Day”, Big Beer, Crude Oil, and more…

November 13th, 2015
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This week, we’re starting and ending with China as there was some big retail news there and a development that may warrant a short-term “volatility alert”…
“Singles Day” Underscores China’s Resilience – for all the headlines warning of a weakening China,[…]

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How Does an SMA Work?

November 10th, 2015
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Salsbury Cove, ME asks…How Does an SMA Work?
This is one of those questions we answer frequently — glad you asked!
“SMA” stands for Separately Managed Account, and it refers to a portfolio of assets managed by an advisor or a money management firm.[…]

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Is the Correction Over?

I Think the Correction is Officially Over – the S&P 500 is less than 1% away from reclaiming its July 20 high in further evidence the selling pressure experienced in late August was a correction, not a bear market. I’ve written about this several times noting I saw the selling pressure as short-term,[…]

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Corporate Debt Sends Signal to Investors

There was a tinge of nervousness in corporate debt markets toward the end of September when investment-grade companies sold just $105 billion of new debt. Sounds like a big number, but it marked a 20%+ decline from a year earlier and was the weakest September in four years (September is historically a strong month for bond issuance).[…]

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