Like 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 […]
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 […]
