Market Commentary

What to Look for in a Money Manager

December 3rd, 2015
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When it comes to hiring a money manager, investors have no shortage of options. But that’s also part of the problem. Finding the right manager is challenging and stressful, especially when you are likely trying to live stress-free.
So, in an effort to make your search easier,[…]

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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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