Stock and Bond Market Update

Asset Solutions

Receive our Newsletter

Sign up today for free and be the first to get notified of
new updates.

Managing Stock and Bond Market Risk Educational Videos

Asset Solutions

Receive our Educational Videos

Sign up to receive our free educational videos sent directly to
your inbox.

Latest Newsletters

Monthly Newsletter

Short and Long-Term Market Forecast

Market Update I would like to start our May newsletter with a brief explanation of how I analyze markets. Then share with you what that analysis is suggesting about the current market environment. If you are not interested in our process and just...

Tech Talk

Stock Market Technicals Turn Short-Term Positive

In my ongoing effort to make my content more beneficial for clients and prospects, I have been using fewer charts and technical jargon in my monthly newsletters and updates. Instead, I am relying on more concise commentary to explain what is going...

Monthly Newsletter

Gaining Momentum

Market Update As I mentioned in my March newsletter, the stock market has churned sideways for the past 14 months. This sideways consolidation has been accompanied by some big moves both up and down, as you can see from the chart below. Global...

Market/Account Updates

Market Ripe For a Short-Term Pullback

We did get a bullish breadth thrust with the advance off the December lows and this suggests that stocks should be bullish over the intermediate-term. Short-term breadth, however, is suggesting that the market is ripe for some type of near-term...

Monthly Newsletter


Market Update   Price Action – The S&P 500 Index (market proxy) The month of February saw stocks continue to advance. The move off the December lows has been impressive. However, if you zoom out and look at the market from a longer...

Monthly Newsletter

Getting Perspective on the Markets

Housekeeping I write monthly newsletters that are posted on the first Monday of each month. In addition, I post periodic updates dependent on what is going on in the markets. I did not post any updates in January because I had my tech guy working on...

Market/Account Updates

Client Account/Market Update

Going into 2018 everyone was bullish, including me. We were experiencing one of the longest bull markets ever, stocks had advanced strongly the year prior with hardly any volatility, and January didn’t disappoint with a parabolic move higher...

Market/Account Updates

If It Walks Like A Duck….

If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck.  Even if it technically is not a duck – yet. The S&P 500 has not fallen 20% yet, so technically the current market correction can’t be defined as a...

Market/Account Updates

Can Wood Forecast Stock Prices?

Believe it or not, wood is a good economic indicator and thus has historically been pretty accurate at forecasting impending economic/stock market weakness. When the economy transitions from strength to weakness, one of the first industry groups to...

Monthly Newsletter

Stock Market Indecision

The stock market has, for the most part, moved sideways this year. The big question is whether stocks are going to eventually break out to the upside and advance to new all-time highs or break down below the lows of earlier this year. There is...

Receive Our 3 Educational Videos

Sign up to receive our educational videos sent directly to your inbox

You have Successfully Subscribed!

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!