Peace of Mind

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Our personal, comprehensive and objective approach will provide what you're really looking for - peace of mind.

Our Publications

Bull’s 10th Birthday Brings Little Fanfare – Week Ended 3/8/19

It was just the 2nd down-week of the year, but below the surface many individual names have been consolidating since mid-February.  The S&P500 gave back -2.1%, but the more cyclical and strongest YTD performing areas are pulling back more sharply with transportation stocks down -3.3% and small-caps off -4.3% (Russell 2000).  This weakness should embolden […]

“Show Me” – March Commentary

Two months and so far, a very Happy New Year!!!  February added +3.2% to a very strong January, making this a great start to 2019 for investors with the stock market jumping a cumulative +11.5%.  Wow!!  We appreciate the Fed again communicating economic data dependency rather than an autopilot path of raising interest rates, plus […]

Impressive Recovery Continues, But Time for the Rally to Fade? – Week Ended 2/15/19

Major US indexes added to already impressive gains last week with the Dow, S&P500 and Nasdaq each adding between +2.4% – 3.0%.  Just eight trading weeks into the new year, the Dow and S&P500 are up roughly +11% from where they entered; and higher-beta corners of the market (such as small-caps and cyclical transportation stocks) […]


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