Blog Archives

As we expected, the Dow finally broke through the upper end of a long term trading range and is making new highs. Now that we’re here, worry abounds. Even analysts who expected new highs in 2013 are calling for a … Continue reading →

The stock market has been flirting with five year highs – but not breaking through to all time highs – for a  week now. We are at an inflection point in the markets, for both stocks and bonds, and the … Continue reading →

Occasionally, and always when things are going well, a client will ask us for a riskier portfolio, which usually means we are supposed to sell those good-for-nothing bonds and add more stocks. In other words, “risk up.” Our industry has … Continue reading →

In one corner, we have a company that owns commercial real estate. It owns properties located all over the country, mostly stand-alone buildings with one or two tenants, many of them leased to banks. This company was thoroughly sideswiped in … Continue reading →

Today the S&P 500 closed at a five year high. In fact, it’s within shouting distance of an all time high. Another roughly 7% appreciation, and the stock market will once again reach an all time high. (The highest closing … Continue reading →