If you turn back the calendar to last December (2018) things in the investment world were drastically different. The Federal Reserve had raised interest rates several times during the year and in December not only raised interest rates but also forecast 2-3 interest rate increases for 2019. The … Read more about Year End 2019 Newsletter
2019 Quarter 3 Newsletter
We are still operating all models at the moderately reduced risk levels we had established at the end of January this year. For the 3rd quarter the S & P 500 index was up 1.2% and is up 19% for the year! Overall the stock market has not really gained much ground since January of 2018. Since … Read more about 2019 Quarter 3 Newsletter
2019 Quarter 2 Newsletter
The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years. How can this be? We all see the seemingly daily headlines about the trade war with China and the slowing down of Economic Data and the risk of … Read more about 2019 Quarter 2 Newsletter
2019 Quarter 2 Special Update
We wanted to send out a quick newsletter to update the current situation. To help set the stage lets visit where we have been this year. In short, the stock market has been on a major upswing this entire year. Through May 1st of this year the S&P 500 was up an astonishing 18% for the year. As we … Read more about 2019 Quarter 2 Special Update
May 2019 Special Newsletter
In our last special update at the end of April, we mentioned that the issues that were starting to bother the market were going to be around for awhile. This is turning out to be the case. The trade war with China has gone from a “deal will get done mentality” to a much more unpredictable situation … Read more about May 2019 Special Newsletter
2019 Quarter 1 Newsletter
As of the end of the first quarter all models are operating at the risk (reduced) adjusted levels we set at the end of January 2019. The S & P 500 ended the quarter up 18.5% year to date. This has been the best first half of the year in terms of investment returns in over 20 years. How can this … Read more about 2019 Quarter 1 Newsletter