Potshots: Marijauna Stocks – the next version of dot coms? In the late 1990’s the dot com stocks made headlines due to their rapid gains.  More recently it was the crypto-currency led by Bitcoin.  Now marijuana stocks are taking center stage as the next hot read more

In this month’s update, we recap how the stock and bond markets performed.  We also discuss the end of the latest stock market correction. Click on the video to watch.   It’s been a good year, so far… The US Stock market has had a good year so far read more

In our last video, we talked about the first correction we had experienced in over two years.  In this video we will discuss the increased  Volatility and how it compares to previous years. Video:  Stock Market Volatility 2018   Click Here to watch on YouTube Stock read more

The Asset Allocation Quilt 2003-2017 Some people refer to the picture below as an asset allocation quilt. Others might call it the “periodic table of investment returns.”  It resembles the chart of elements we used to see in science class. (Click here to dow read more

Our March Client Letter Click Here, to read our March Client Letter.  In this issue we address our reasons to be both optimistic and concerned about the stock market in the next few years.   Thanks for reading!   Click Image to Open the pdf file in a new windo read more

With Dow 20K in the rear view mirror and a polarized political climate, is a stock market correction on the horizon? read more