Investing

  • Ignore the Noise

    Did you know that 2014 was the warmest year on record? Most of the U.S. enjoyed a cooler start for the summer this year, but right now it’s pretty hot for us in North Texas. Still, it’s probably not a bad time to go somewhere even cooler in these last few weeks of the summer, […]

  • TRANSITIONS

    We know they’re coming but don’t want to acknowledge them! As I sit to write the blog for this month, I can’t help but reflect how my life has changed over the past month with what seem like normal life events.  What are these life events?  Well both of my sons have had graduations.  I […]

  • Drachmas, Dragons and Bears

    The summer is usually a time to relax. School lets out, and you don’t have to deal with as much traffic. You might have already squeezed in a vacation or hosted a cookout or two, but the markets have not been so relaxed. Over the past three years both temperatures and blood pressures rose on […]

  • Should You “Sell in May and Go Away”?

    There’s an old stock market adage to “sell in May and go away”. The advice is really the back-end of an old two-step trading idea sometimes dubbed the “Halloween Indicator”. The idea is that the market performs best from November through April (inclusively), and that it’s a good idea to get out of stocks in […]

  • The Markets Have Spring in their Step

    Spring has sprung across the U.S. and seems to have put some spring in the markets; with major stock markets across the globe enjoying positive returns for the month of April.  On April 23rd, the NASDAQ finally crossed past its previous high from March of 2000. It was a welcomed improvement from the sideways environment […]

  • March Madness in Full Swing

    March Madness is in full swing with over 60 games having already been played. People all over the world fill out their brackets in hopes that they can predict the future, including the surprise upsets that turn an “also ran” bracket into a money winner. Those who filled out their brackets by working from the […]

  • In-Service Rollovers

    As we begin March, I’m sure that you, like me, are ready for the cold weather to depart.  Excluding the Floridians & Californians, probably the rest of us are ready for sunshine and the transition to spring.  I’m looking forward to working in my yard and bringing the flower beds back to life.  As we […]

  • Concerns about Global Growth

    In January, U.S. stocks posted their biggest monthly losses in a year while bond prices traded higher and market volatility surged mostly due to concerns about the lack of global growth. February experienced almost the exact opposite with U.S. stock markets hitting new highs. The S&P 500 gained 5.49%, the Dow Jones Industrial Average (DJIA) […]

  • The Young Investor: When and How to Get Started

    The old saying “time is money” is absolutely true when it comes to the world of investing.  Time value of money has a powerful effect on investments, so those who begin investing even small amounts while they are young have a huge advantage over those who invest considerably more later in life. This month’s blog […]

  • Deflate-gate and Mixed Signals

    A “deflate-gate” of sorts hit Wall Street during the final week of January. On Tuesday, January 27th, the U.S. Census Bureau reported durable goods orders, core capital goods orders, and inventories; and overall, the information disappointed. Durable goods were down -3.4%. Capital goods orders were down -0.6%. Inventories increased +0.5%. The following day, the Federal […]

  • A Bullish Happy New Year!

    Happy New Year! A new year offers us all the opportunity to look back and make some sense of the year behind us. In many ways, 2014 was a year dominated by headlines. Early in the year, a polar vortex swept across the U.S., and as a result, many expected slower economic growth. For the […]

  • Mid-December Outlook

    Since the beginning of December, U.S. stocks (S&P 500) are up more than 3%. The U.S. bond market is right at break even for the month and has shown only a fraction of the volatility. Foreign markets are down much more so far in December. Foreign developed markets are down more than 4.5%, and emerging […]