March 2019 Market Commentary

In December the stock market suffered what one may reference as a “waterfall” decline, dropping about 20% during the fourth quarter before staging a dramatic recovery over the past two months.  It makes one wonder, what the heck is next? …

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2018 Market Year In Review

Investors were treated to a wild ride in 2018 with the US, International, and Emerging stock market indices all finishing down for the year after a great start in January.  To add insult to injury, the typical diversifiers in client …

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Is Diversification Dead?

2018 has been an interesting year for markets.  While US growth stocks have continued to push US stock indices higher, most other markets have actually fared quite poorly. For example, international stocks, emerging market stocks, bonds, and gold are all …

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Random Thoughts on Markets

As we enter the second half of 2018, a few things are very concerning to us. For starters, we believe we are dealing with yet another central bank induced bubble, this time affecting nearly all asset classes. Someone termed this …

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U.K. Votes To Leave EU – ‘Brexit’

Excerpt from an email to clients regarding the so called ‘Brexit’: Yesterday voters in the U.K. went to the polls to decide whether to stay or leave the European Union (EU) – coined ‘Brexit’ by combining “British” or “Britain” and …

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