The Balance of Trade (and Labor)
In the past couple of months, there is growing concern about the global impact of President Trump's initiative to install tariffs on...
History Making Streak Ends
A historic streak ended with the close of the market on Wednesday, which was the final trading day of February. On a total-return basis,...
The Return of "Normal" Behavior
For the first time in almost 2 years, the stock market demonstrated a small sell-off over the last week. We have been proactive over the...
No Bite Without "FANG"s
Domestic stock market returns thus far in 2015 have been very misleading and in most cases, frustrating. Many investors are asking: The...
Market Volatility Update
Last Friday was one of those days in the stock market that makes headlines. As we are writing this on Monday morning, it appears that...
Q4 Client Conference Call, Renewed Volatility
During our Q4 conference call, we discussed the market returns YTD and the changing dynamics that are giving investors concern as we...
Q2 Client Conference Call, When to get Defensive?
During our spring conference call, we discussed the stock market returns YTD as well as a few things to look for that would trigger us to...
Continued Market Volatility & Cetera sold to RCS Capital
The most recent “reason” for volatility has been centered around Russia and Ukraine. Our hearts and prayers go out to the people of...
2014 FORECAST: 100% Chance of Volatility
Snow and Ice may have surprised us and spoiled our Valentines luncheon, but we are well aware of the forcast for this year's forecast for...