December 2nd, 2019Top Investment Trends Affecting Your Portfolio This Week Subscribe The S&P 500 Reached an All-time High Despite Uncertain News on the Trade War and a Holiday Shortened Week Last week, stocks rallied due to better than expected economic data and President Trump’s statement that we are in the “final ...
Investor Resources
We believe in educating our clients, and providing high quality resources to help them understand the financial markets, make sound investment decisions, and most importantly work towards a comfortable retirement.
The Intelligent Investor's Market Memo
The Intelligent Investor’s Market Memo Dec 2, 2019
The Intelligent Investor’s Market Memo Nov 11, 2019
November 11th, 2019Top Investment Trends Affecting Your Portfolio This Week Subscribe The stock market rally continued last week despite mixed economic data and conflicting trade war headlines.Last week, stocks rallied for the fifth consecutive week, and safe havens plunged due to a better than expected ISM Non-manufacturing report and a ...
The Intelligent Investor’s Market Memo Nov 4, 2019
November 4th, 2019Top Investment Trends Affecting Your Portfolio This Week Subscribe Markets rallied last week because the Fed cut interest rates, and economic data was better than expected.Better than expected economic reports and more accommodation from the Fed drove stocks higher last week. The S&P 500 rallied by 1.5% to ...
The Intelligent Investor’s Market Memo – Oct 25, 2019
October 25th, 2019Top Investment Trends Affecting Your Portfolio This WeekCorporate Profits are Slightly Better Than ExpectationThrough October 25th, 40% of the companies in the S&P500 reported their third-quarter earnings. According to Factset, profits are likely to fall by 3.7% in Q3, which is slightly better than analyst’s September 30th expectation ...
This week, there was another victory for the DIY investor.
Weak Economic Data Led to a Sharp Drop in Interest Rates, but Stocks were Flat Because Bad News is Good News — For Now The fourth quarter began on a volatile note when disappointing economic data led to a 4.5% drop in the S&P 500. Stocks declined on Tuesday because ...
Do Stocks Have a Favorable Risk-Reward?
A Saudi Arabian Oil Facility Was Attacked, the Repo Overnight Lending Market Froze and There Was Another Setback in Trade Negotiations with China – Yet the S&P 500 Was Flat for the Week. This week started on a volatile note when a Saudi Arabian oil facility was attacked and 5.7 ...
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