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Our Publications

“The Best Laid Plans…”

It’s often said that “no matter how carefully something is planned, things may still go awry”.  The saying is adapted from a well-known line in the Poem “To a Mouse” by Robert Burns.  Perhaps Mr. Burns was in the process of retirement planning when crafting this poem?  Regardless, its cautionary tone can be applied.  As […]

Tone-Deaf to Midterm Election Uncertainty and Trade? – Week Ended 9/21/18

US indexes continued their ascent higher during the third week of September, with the S&P500 adding +0.9%.  The Dow, which tends to be a bit more heavily influenced by industrial sectors and the traditional goods-based economy (rather than services), fared even better with its add of +2.3%; that narrows its relative performance disadvantage against more […]

Is it Time to Breakup with Goldilocks? – Week Ended 9/14/18

The month of September started a bit challenged following very strong runs in July and August; that is until last week when the S&P500 managed to rebound and conclude the week higher by +1.2% and bring the index back to a little better than break-even for the month-to-date.  With the latest week, the S&P is […]

“It Matters When” – September Commentary

How old is someone born in a leap year, on February 29th?  I guess it matters how and when you start counting.  The current Bull Market started March 9, 2009.  By most any measure, this Bull Market is now the longest running at 3,463 days.  It achieved its “longest status” on August 21.  Amazing though, […]

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