Market Insights

Wealth & Finance magazine have announced the winners of the 2018 Wealth & Money Management Awards We are really excited to announe we won! Best Strategic Investment Planning Company 2018 Returning for the 5th consecutive year, the 2018 Wealth & Money Management Awards are again dedicated to rewarding and celebrating the hard work and dedication … Continue reading “Really excited to announce we won!”

Wishing You a Happy and Safe 4th of July! As this year’s first half is over, capping historical highs and renewed stock market volatility, we look forward to the second half of 2018. With enthusiasm and honor, we remain committed to serving as your investment advisor. We want to wish you and your family an … Continue reading “Happy 4th of July 2018”

John & Greg are happy to announce… WE ARE MEMBERS OF ROTARY INTERNATIONAL! Can you pick Greg & I out of this crew?? As you may know, Rotary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who see a world where people unite and take action to create lasting change – … Continue reading “we joined Rotary”

March Market Madness The S&P 500 ended February with a nearly 4% monthly loss.  It was exceeded on the downside by the Dow Jones Industrial Average, which dropped more than 4%.  The good news as the short month ended was that March was next.  Historically, March kicks off two of the strongest months for equities.  Over … Continue reading “Today’s Market Update: 3.23.18 March Market Madness.2”

March Market Madness The S&P 500 ended February with a nearly 4% monthly loss.  It was exceeded on the downside by the Dow Jones Industrial Average, which dropped more than 4%.  The good news as the short month ended was that March was next.  Historically, March kicks off two of the strongest months for equities.  Over … Continue reading “Today’s Market Update: 3.23.18 March Market Madness”

Investment ALERT CAVEAT EMPTOR Please read what we believe  is the most important investment news in the history of  America’s stock market.  If what we contend should happen, innocent investors in the near future will receive more clarity, disclosure and investment advisor integrity. The only thing worse than this bad investment we want to alert you to would be the bad … Continue reading “Investor ALERT! 2.8.18…”

XIV IS GOING TO ZERO Please read what we believe  is the most important investment news in the history of  America’s stock market.  If what we contend should happen, innocent investors in the near future will receive more clarity, disclosure and investment advisor integrity. The only thing worse than this bad investment we want to alert you to would be the … Continue reading “Investor ALERT! 2.8.18… 2”

XIV IS GOING TO ZERO Please read what we believe  is the most important investment news in the history of  America’s stock market.  If what we contend should happen, innocent investors in the near future will receive more clarity, disclosure and investment advisor integrity. The only thing worse than this bad investment we want to alert you to would be the … Continue reading “Investor ALERT! 2.8.18… 3”

100 PPM The back-to-back stock market sessions between Friday and today have brought back to me less-than fond memories of market “corrections” past.  One thing is for certain, no two market draw downs are alike.  Today, the DJIA fell 100 points per minute (PPM). Starting late morning (Pacific Time) the Dow fell 1100 points in … Continue reading “Today’s Market Update 2.5.18…100 PPM”

One of the biggest Dow down days in history It’s always a matter of WHEN, not IF, when considering the stock market will decline big.   Today was one of those days!  As you can see in the chart below, today was the 6th worst day in history of the DJIA.  As a side bar, notice how awful the … Continue reading “Today’s Market Update 2.2.18 …An Ominous #”