Posts by Samantha Masey

Written by: Ryan Bouchey   With the recent volatility around the globe and particularly in the US stock market, investors have the tendency to make dramatic changes to their portfolios to avoid any losses. With geopolitical uncertainty, an unclear picture of what the Fed may do next and the fear of a potential market correction…

Written by: Martin Shields One of the basic tenets of good investing is to be fearful when everyone is greedy and greedy when everyone is fearful. As this recent article from the Wall Street Journal highlights, the general sentiment among stock analyst is fairly pessimistic. This would appear to indicate that the stock market may…

Written by: Martin X. Shields When most people think of a pension plan they picture a large company or government entity that has thousands of employees and where the plan is designed to provide retirees of the organization a monthly paycheck that will vary based on length of services and pay level. While this has…

Written by: Steven Bouchey Why take risk off the table ? We rebalanced our clients’ portfolios a few weeks ago in order to take risk off the table and some asked why with the markets rising like they have. After such a huge run-up in stocks over the past few years, we felt it was…

Market Overview With GDP declining by 2.9% in the 1st quarter, negative investor sentiment soundly in place (as show in Exhibit 1) and weakness in consumer spending, it would have been reasonable to think that the markets would perform poorly in the 2nd quarter. It turned out that just the opposite was true. Not only…

Written by Ryan Bouchey Today, for the first time ever, the Dow Jones Industrials broke the 17,000 mark on the eve of the Fourth of July weekend. The strong performance is driven by a quality jobs number and great manufacturing data from earlier in the week. Although we as a firm prefer the S&P 500…