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Risk Review – Feb. 26, 2018

    Most people don’t worry about risk in their portfolios until they lose an amount of money that makes them uncomfortable. As a risk manager, I usually get the most inquiries into my services after the stock/bond market has fallen...

Weekly Stock Market Update

Stock Market Update – Feb. 11, 2018

The S&P 500 fell a little over 5% last week, is down 10.1% peak-to-trough and 2% for 2018. The index hit it’s 200-day moving average on an intraday basis Friday and bounced. This average should act as support in the coming weeks. While...

Weekly Stock Market Update

Stock Market Update

  A lot has happened in the past week. The S&P 500 fell 4.1% on Monday and dropped 7.8% from Jan 26 through yesterday, erasing all the gains for the calendar year. Yesterday’s panic selling was severe, and volatility has emerged with...

Weekly Stock Market Update

Stock Market Update

In a recent newsletter, I asked readers to email me questions that they had about the bond/stock market. I received some good ones, and have been meaning to answer them in a newsletter. So I will do that today. Here is one that I thought was good...

Weekly Stock Market Update

Stock Market Update

  The Bottom Line Bias: Positive for Stocks Negative for Interest Rate Sensitive Bonds • Stocks both domestically and internationally are in an uptrend and we are in a bull market. • When the S&P 500 is hitting all-time highs, international...

Weekly Stock Market Update

Stock Market Update

I continue to see mounting evidence of a major shift in long-term market trends, specifically Bond Yields (and thus Bond Prices), and Commodity Prices. Bond Yields have been falling for over 35 years and Commodity prices have been falling for almost...