If, by chance, you ignored any business media for the past ninety days, you would probably be bored by the news that the S&P 500 Index was up less than one percent in price appreciation (excluding dividends) for the first quarter of 2016. However, you would have missed one heck of a ride during the […]
2015 in Review and a Look Ahead to 2016
Financial Market Update, Market UpdateLike Treading Water Last year, the returns for most financial investment categories were flat to mildly negative. For a well-diversified portfolio of investments, the lack of progress for 2015 felt like treading water; basically going nowhere. I am sure most of you know how to swim and to tread water. Treading water takes a lot […]
Quarterly Update: Now is the Time to Ask Why
Market UpdateOctober 6, 2015 Mike Kauffelt, Chief Investment Officer As I am sure most of you have noticed, over the past six weeks, the stock markets have had a difficult time. In the third quarter of this year, every major stock index in the US and internationally had a negative return. This pullback in stock performance has […]
Here We Go Again?
In the NewsThe title above does not refer to me taking my fifth daughter, Becca, off to her freshman year of college two weeks ago. It refers to the stock market correction that may have started at approximately the same time. However, upon reflection, the two events have more in common than you might first suspect. Each […]
1st Quarter Update for 2015
In the News, Investment Management, Market UpdateThree Strikes and You’re Out? I recall the wisdom relayed to me by a prominent weatherman for one of the local TV stations. He told me that no matter how hard he worked on his forecast or how strong his convictions were about the computer forecast, “I always stick my head outside and look at […]
