Client Communication
Market Overview Investors started 2014 very skittish after two years of strong performance in the markets in 2012 and 2013 and with the bull market reaching its 5th year in March of 2014. As seen in Exhibit 1 below, this uncertainty manifested itself with a sharp decline in the markets in the 1st quarter due…
Here’s to the bright New Year, and a fond farewell to the old; I extend to you my best wishes for perfect health and a fulfilling new year! While 2010 ended in positive territory for the major indices, the ride was anything but smooth. The May 6th “flash crash” and continued worries over European debt…
Guess what came back in the second quarter? That long lost feeling called volatility which seems to come and go when we least expect it and many investors hated the feeling of uneasiness that it brought in May and June. Now we are on track for July’s performance to be the best month in more…
Spring is in the air, the sun is shining and stocks keep rising…let’s hope it continues!!! The S&P 500 Index capped its best first quarter since 1998, with its fifth straight weekly gain. The DJIA was up 4.1% and the S&P 500 4.9% for the first three months of 2010. Since March’s low last year,…
Good morning… I apologize for filling up your email box with so much information but between last evening and since 6:00 am this morning, I have heard from many clients and just received the attached commentary from Professor Jeremy Siegel that I wanted to share with you. Every client whom I’ve talked with is nervous,…
Good evening, After today’s surprise sell off, or crash, mostly because of margin calls and hedge fund liquidations I can say that we are treading in uncharted waters and are trying to navigate this storm as best we can which is turning out to be the Perfect Storm. I have been arriving in the office…
A Trump Presidency and What Lies Ahead
For two years now we’ve been hearing a negative narrative about market expectations, while at the same time experiencing strong market performance. In 2023, it was all about the incoming recession. This year, the public concern centered around the pivotal presidential election. Well, fast forward to three days post-election, and we have another year of…