What Happens Next?

Last year was the first negative year (calendar year at least) in the US Stock market since 2008.  Are we in for a rebound or are we in for continued struggles? Most people are wondering what happens next.  We’ll look at some historical data to see if it offers any guidance about what we should […]

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Updating the Asset Allocation Quilt for 2018

Some years stocks go up.  And every now and then stocks go down.  And  one of the best ways we have found to help visualize how various types of investments behave is by using the asset allocation quilt.  Each major asset class is assigned a color, and each year, the performance is ranked best to worst.  More […]

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Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch. https://youtu.be/YS4e78yQPbQ As luck would have it, predicting the future […]

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Scoreboard Watching: December 2018

Scoreboard

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point move today doesn’t mean what it […]

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Extreme Volatility Returns: October 2018

Extreme Volatility

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. https://youtu.be/ouw7soYKic4 Extreme volatility returned in October after a fairly calm summer.  Nearly half of the trading days (10 […]

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3rd Quarter Investment Market Update

The third quarter was a mixed bag for the investment markets.  In this video we provide an update of how the investment markets did in the third quarter. https://youtu.be/zUUOyv8u7Rc Below is a “mini” version of our popular asset allocation quilt which details the results for various asset classes for the first three quarters, and year to date. […]

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5 Good Minutes: Potshots

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 investment topic.  In today’s episode of five good minutes we’ll take our […]

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August Investment Market Update

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_video admin_label=”Market Update Video” src=”https://youtu.be/NHtI1mqjIG0″ /][/et_pb_column][/et_pb_row][et_pb_row admin_label=”Row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font=”Arial||||” text_font_size=”20″] 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.   [/et_pb_text][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” […]

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Volatility

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] 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 [/et_pb_text][et_pb_video admin_label=”Video” src=”https://youtu.be/dNjR_6wrNRI”]   [/et_pb_video][et_pb_text admin_label=”Click Here” […]

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Updating The Asset Allocation Quilt

[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”4_4″][et_pb_text admin_label=”Main Title” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid”] The Asset Allocation Quilt 2003-2017 [/et_pb_text][et_pb_text admin_label=”Intro” background_layout=”light” text_orientation=”left” use_border_color=”off” border_color=”#ffffff” border_style=”solid” text_font_size=”16″] 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 […]

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