Financial Market Analysis

March 18, 2020

What investors should know about Black Swans and Pandemics

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 […]
February 7, 2018

Financial Markets Update: “Records Are Meant to Be Broken”

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

Financial Market Update: Climbing the Wall of Worry

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 […]
December 22, 2016

Year-End Market Analysis: DOW Approaches 20,000

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

A Post-Election Financial Markets Analysis

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

Financial Market Analysis: The Federal Reserve’s Recent Announcement

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

DOW 18,000: The Seesaw Stock Market, the Brexit Vote, and More

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

The Stock Market and Trump, Trump, Trump!

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: DOW 17,500 – Again

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 […]