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In: Markets

Mid-Quarter Update: ALERT! International Equities are back in the saddle…

As mentioned in our Q2 Newsletter posted last week, #3 spot on the Asset Scale, International equities, had a strong Q1...

Market at Risk: Is it Time to Consider Master Limited Partnerships?

In the first quarter of 2015, the Standard and Poor’s 500 Index rose 0.433%, Master Limited Partnerships (MLPs) declined 5.228%, and...

What can investors learn from Coach K and the Blue Devil champs?

What can investors learn from Coach K and the Blue Devil champs? Paying for a good coach, trusting fresh new talent,...

Go Greenback: Add Some Green to Your Portfolio This St. Patrick’s Day

Wanna get lucky this St. Patrick’s Day? Make some of your own luck this year and add a four leaf clover...

DIY Investors: Do as Obama, Davos, Small Caps & January, Turn the Page

DIY’ers (do-it-yourselfers), listen up…go the way of many this year and think about turning the page of managing your own investments....

2015 Investment Outlook: The Good, the Bad and the Not-So-Ugly

Predictions beyond a quarter or two aren’t based on much data or fact, so let’s agree to take this to mid-2015,...

What Are Investment Objectives?

Top Q&A that investors need to modernize in 2014: What Are Investment Objectives? You see, long gone are the days where...

Exhale or Market Correction? Quiet the Noise! Part III

AND….Exhale WINS! Congrats for staying the course and shunning all the NOISE that 2014 has delivered. The fact is, the S&P...

Mid-Quarter Update: Exhale or Correction? Part II

Through Tuesday’s market the S&P 500 Index is down -5% for the year, an exhale that has not gone unnoticed by...

Mid-Quarter Update: Exhale or Correction?

This week’s losses mark the biggest losses on the S&P 500 since June of 2012, putting the S&P 500 YTD -3.1%....