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Recent Blog Post: 
  • 04/02/2018

    It was a down quarter / year-to-date for almost every asset class. For US equities, only growth stocks held on to their gains with large growth up

  • 03/22/2018

     

    • Since 1950 there have been 59 different 10 year periods (rolling periods). The S&P 500 has produced a positive total return
  • 03/15/2018

    3/15/2018 The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.2 percent in February on a seasonally adjusted basis after rising 0

  • 03/07/2018

     

      1.Returns for 10 year time horizon:

    • Global Equities: 3.9% total return (due to
  • 02/26/2018

    For at least the second January in a row, we can report a strong market, strong economy and good prospects for the new year. Unlike last January,

  • 01/02/2018

    The second longest bull market in American history continues. In a couple months we will mark the 9th anniversary of the low point for

  • 12/19/2017

    The US market seems to be excited about corporate tax cuts and is charging ahead. Interestingly, value stocks kept up with growth over the past

  • 11/02/2017

    US economic growth recorded its second straight quarter of 3% GDP growth, earnings are beating estimates, interest rates and inflation are low. It

  • 10/04/2017

    It was a great three months for equity markets. International stocks continue to shine. Emerging markets increased 7% for the quarter and are up

  • 09/05/2017

    The US economy is still strong. Jobs are growing, unemployment is very low partially due to the historically low labor participation rate,

  • 08/02/2017

    US sectors Financials, Healthcare and Technology continue to drive the returns for US growth stocks. Consumer stocks and energy stocks are lagging

  • 06/05/2017

    US growth equities continue to rise for the year. US value equities are barely breaking even. The growth equities are up mid-single digits for the

  • 05/02/2017

    Two groups have done well this year: mega caps (like members of the Dow Jones Industrial Average) and lower profitability growth companies (per

  • 03/07/2017

    Looking back it’s been a good couple of months and quarter (Dec – Feb). US growth equities are beating their value

  • 02/03/2017

    The consistent performance of US small cap equities and to a lesser extent value stocks (all sizes) has aligned the returns for the quarter and

  • 01/03/2017

    The year and the quarter come to a close and if you look at the one year returns it looks very orderly but we know it wasn’t.  All the US equity

  • 12/08/2016

    GDP for the third quarter was revised up from 2.9% to 3.2%.  Unemployment is below 5%.  Initial jobless claims have been below 300,000 for the

  • 12/08/2016

    Portfolios allocated across several asset classes held on to their year to date gains and in all but the most conservative case have exceeded the

  • 10/05/2016

    Value investing continues to lead the way for US equities.  Large cap growth is the laggard so far this year and this may be the first year in

  • 10/05/2016

    August was hot outside but the equity markets were only lukewarm. The reversion to longer term performance averages continues which means value

  • 08/01/2016

    If you could avoid the daily news and market fluctuations, it was a good quarter.  It was good even if you did follow the news.  It just may not

  • 06/23/2016

    Value equities especially US continue to outperform growth equities. Large value is up 6.8% year-to-date vs. -2% for Large growth.  Small value

  • 05/23/2016

    Consumer Price Index – April

    The consumer price index for April (released May 17th) showed a .4% increase in

  • 05/02/2016

    US value equities have now consistently outperformed their growth brethren this

  • 04/05/2016

    If emerging markets could speak, they might be saying, “I told you so.” MSCI Emerging Markets Index has been at the bottom or next to the bottom

  • 03/17/2016

    Wednesday, March 16th was a big day for macroeconomic news.  The Consumer Price Index (CPI) also called the headline inflation rate was

  • 03/07/2016

    US value stocks have continued to outperform their growth counterparts this year but it is masked by the fact that all US equity asset classes are

  • 02/01/2016

    January was a wild month in the equity and bond markets.  There are many wild predictions being thrown around both optimistic and pessimistic.  

  • 01/22/2016
     
    As we write this, the S&P 500 is climbing again. Its price is within a couple points of an all-time high set on February 28,
  • 01/04/2016

    2015 In Summary

    As we scan the four pages of year-end 2015 index returns that Morningstar generates, we see one US

  • 12/02/2015

    Following a mid-month decline, U.S. equities rallied to end November in the black, as both the Dow Jones Industrial Average® and the S

  • 11/05/2015

  • 11/02/2015

    U.S.

  • 10/05/2015

    The US equity market has started the recovery process from the correction which began

  • 09/14/2015

    FYI, 3rd quarter estimated tax payments must be postmarked by tomorrow, 09/15/2015.

  • 09/01/2015

     

    Last week’s market volatility offered investors

  • 06/01/2015

     

    On a rolling

  • 03/06/2015

     

    Stocks are again near record highs after a dismal January, echoing 2014. The U.S. economy remains in growth mode despite a decline in the

  • 02/04/2015

    January 2015 is now in the books.  Let’s reflect on the beginning of the year.  For portfolios, it was bad for equity prices and good, not great,

  • 01/13/2015

    The foundation of personal finance is saving. Specifically, we mean the establishment of an emergency fund.  In order to guarantee that this key

  • 08/20/2014

    Inflation is not dead!

    But it isn’t grabbing headlines, either.  The Bureau of Labor Statistics of the Department of Labor released the

  • 07/30/2014

    I had a professor at the University of Georgia who taught business law.  We learned enough to be dangerous and know that we needed a lawyer to