Current Commentary

Current Commentary2018-07-02T10:43:19-07:00

Quarter End Report June 30, 2017

Comparing the first half of 2017 with that of 2016, the improvement is remarkable. Between January 1, 2016 and June 30, U.S. equities had their worst correction in at least four years, only to regain footing and limp to the June 30, 2016 finish line with a 1% return, virtually all of it dividend income. By contrast, this year’s first [...]

By |July 15th, 2017|Financial Commentary - Public|

The foundation for a recession

All recessions begin when consumers take on too much debt and businesses extend too much credit. Borrowing money to buy a car is a doubly negative experience: the consumer goes “on margin” to own an asset guaranteed to lose value.  Long after the joyful smell of new leather has faded, the payments will continue, continue, continue… 07-04-2017, From Market Watch, [...]

By |July 4th, 2017|Financial Commentary - Public|

Reduction/sale of Apple Inc.

Reduction/sale of Apple Inc. June 13, 2017 We have reduced and, in a few cases, eliminated your holdings of Apple Inc. (AAPL). This decision was driven by a sense that the Company may be reaching a transition in which its constituency of stakeholders changes from growth investors to more traditional dividend investors, the type of people who want to own [...]

By |June 20th, 2017|Financial Commentary - Public, Uncategorized|

Mid-Quarter Review May, 2017

Momentum for both stocks and bonds has carried into the second quarter, until today, as the market at last appears to have succumbed to an endless stream of turmoil pouring out of Washington DC. Even with today's 300 point decline there is underlying strength in the US and global economy that has propelled stocks upward. The strength is not limited [...]

By |May 17th, 2017|Financial Commentary - Public|

Planning for end-of-life care

Do you prefer to die at home? Take the survey by clicking this link below. Most folks are uncomfortable talking about their demise, but as a financial planner, I encourage my clients to include planning for the end-of-life right along with planning for a happy life! I am able to help assure that your wishes for the manner of your [...]

By |April 28th, 2017|Financial Commentary - Public|

 

Go to Top