March 18, 2020
On Friday, March 6th, I left the office to meet with clients across the nation. By the time I arrived home a week later, our world […]
September 12, 2019
18,000 on the Dow may not be reached this year, but we came very close to our target. The Dow Jones Industrial Average reached 17,991 in […]
February 7, 2018
I am sure many have heard the phrase “records are meant to be broken”. When I was growing up, I remember following my Cincinnati Reds’ Pete […]
July 28, 2017
DEFINITION of “Wall Of Worry” “The financial markets’ periodic tendency to surmount a host of negative factors and keep ascending. ‘Wall of Worry’ is generally used […]
April 5, 2017
Our Q1 financial market analysis finds the stock market having charged through the 20,000 mark on the Dow Jones Industrial Average in January and eventually making it […]
December 22, 2016
Our year-end market analysis finds the “Trump Trade” (as it is being referred to on Wall Street) continues to drive stock markets higher. Historically, the period […]
November 11, 2016
Our post-election financial markets analysis shows that this week the Dow moved back to the upper range in which the stock market has been stuck for […]
September 22, 2016
This month’s financial market analysis offers commentary on the potential implications of the Federal Reserve’s Wednesday, September 21, 2016 announcement that it is keeping interest rates unchanged, but alerted that […]
June 27, 2016
The Dow reached 18,000 yet again last week on the speculation that the “Brexit” vote would conclude with Britain remaining in the EU. To be successful […]
May 18, 2016
I am sure by now everyone knows that Donald Trump appears to be going into the November election as the Republican nominee. I am also sure that […]
March 25, 2016
Stock Market Update: In 2015, I wrote on my blog about the importance of DOW 17,500. In 2015 this number was very important to keep the […]
February 19, 2016
In analyzing US bear markets dating back to the early 1900s and reflecting on managing client wealth through the bear markets of 2000 and 2008, I […]