Here We Go Again

Below is a synopsis of this investment report: All three major U.S. stock indexes have hit concurrent all-time highs over the past two weeks, which has caused many pundits to issue fresh warnings. Markets don’t fall for the sole reason that they have hit new highs, and historical data
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How to Spot A Bubble

Below is a synopsis of this investment report: William Bernstein’s seminal masterpiece The Four Pillars of Investing details four conditions necessary for an investment bubble to appear. We have all lived through one of the biggest bubbles of all-time, so use these battle scars as pro
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Print This Chart, Hang It On A Wall

Below is a synopsis of this investment report: The market’s response to a crisis has been rather favorable over time to a balanced investment strategy. Diversification is the golden rule of investing, and this discipline often requires investors to remain allocated to asset classes th
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How to View Brexit

Below is a synopsis of this investment report: A brief history and overview of the European Union (EU). Understanding the Brexit. A high level strategic view of how the vote in Britain impacts investment situations.   For full access to the investment report titled “How to
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Rolling The Dice

Below is a synopsis of this investment report: One of the easiest ways to lose money is to refuse to accept the notion that markets evolve over time. Achieving the same return in conservative portfolios that existed years ago now requires a material increase in volatility and risk. In
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A Home Is Not An Investment

Below is a synopsis of this investment report: One of the biggest financial misconceptions is that home ownership is a good investment over the long run. Not all assets qualify as investments, and a primary residence almost always fails to meet the conditions necessary to carry this d
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Why Haven’t We Seen The Benefits Yet?

Below is a synopsis of this investment report: Cheap oil prices were supposed to ignite a boost in spending in other discretionary sectors within our economy. So far, consumers have opted to keep these savings rather than spend them elsewhere. Although increased savings for Americans
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Q1 2016 Market Review and Outlook

Below is a synopsis of this investment report: In the end, the first quarter didn’t turn out so bad.  But getting from January 1st to March 30th was a real white knuckle ride for many investors.  This is why it is so important to have a plan and understand how each portfolio con
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Using Google To Discredit A Fear Monger

Below is a synopsis of this investment report: Marc Faber is one of the most well-known fear mongers, and his annual predictions catch headlines during times of heightened market volatility. A simple Google search is all it takes to discredit Mr. Faber’s predictive capabilities. Fear
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An Undeniable Relationship

Below is a synopsis of this investment report: The daily price action in the U.S. stock market has been taken hostage by oil prices over the past several months. The relationship between oil and the S&P 500 is so strong that they appear to be moving in lockstep each day. Oil does
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