Financial Insights

Posts by Mike Kauffelt II, CFA, Co-Chief Investment Officer
Superstition – Stock Market and Investing

Superstition – Stock Market and Investing

Investment Management

Stock Market and Investing Superstition The opening lyrics to the Stevie Wonder song “Superstition” from 1973 are: Very superstitious, writing’s on the wall Very superstitious, ladders bout’ to fall Thirteen-month-old baby, broke the lookin’ glass Seven years of bad luck, the good things in your past When you believe in things that you don’t understand […]

Time is Relative – Market Update, 1st Quarter 2019

Time is Relative – Market Update, 1st Quarter 2019

Market Update

Most of those reading this update are of a generation that was born and raised well before the Internet. We can remember buying something from a catalog or cereal box and having to wait six weeks for our special purchase to arrive. Let’s imagine that you mailed your order, marked the wall calendar for six […]

Year in Review and Looking Forward

Year in Review and Looking Forward

Market Update

In our January write-up, we typically begin by reviewing the previous year. Last year proved to be one of the most difficult years in a while. At Bill Few Associates, we preach diversification. Our belief is that when you hold a diversified portfolio, at least some portion of your portfolio is working at all times. […]

Financial Market Commentary – 3rd Quarter of 2018

Financial Market Commentary – 3rd Quarter of 2018

Market Update

It’s All a Matter of Perspective!   As US equities enter into the longest bull market for stocks in modern history, the question I have been asked most frequently is, what happens next? Is a stock market crash imminent, or is this bull market different and capable of running even longer? If my crystal ball […]

2017 in Review and 2018 Forward

2017 in Review and 2018 Forward

Financial Market Update

Worry, Worry, Worry and nothing to show for it! Last year will go down as a year where I worried the most about the financial markets and in hindsight, will have to wonder why I bothered. From January to December, almost every day was better than the day before. Worrying about a modest pullback seemed […]

Xanax in the Financial Markets?

Xanax in the Financial Markets?

In the News

Xanax is a prescription drug that helps with anxiety and depression. It can help calm someone who is anxious or worried. I suspect the US financial markets have been taking big doses of this drug since the Brexit vote in England back in June. Per a news story in Barron’s, the S&P 500 has gone […]

Election Update—Keep Calm and Carry On

Election Update—Keep Calm and Carry On

In the News

Never in my thirty years as an investment manager have I sensed as much anguish over a presidential election as this year. I have heard from many of you very strong opinions of dire economic results, regardless of who wins. My hope with writing this update is to calm some of those fears and give […]