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pdf.png Fourth Quarter 2016 – Commentary HOT

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Successful investors NEVER let their politics get in the way of their investing plan. Too many investors overestimate the role of politics in their investment plan, on the financial markets, and in the economy.



pdf.png Third Quarter 2016 - Commentary HOT

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The economy of the United States has grown slowly since the trough of the Great Recession in June 2009.



pdf.png First Quarter 2016 – COMMENTARY HOT

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In spite of the fact that the extent of the recent decline of the S&P 500 is nothing out of the ordinary, at least so far, there appears to be great angst among those in the financial news media.



pdf.png Fourth Quarter 2015 – Commentary HOT

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Economic growth in the United States in recent years has been slow due to the credit bust, the inevitable result of a credit bubble.



pdf.png Third Quarter 2015 - Commentary HOT

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Using intraday numbers, the S&P 500 Index fell about 7.7% from its high on May 20, 2015 to its low (so far) on Friday August 21, 2015.



pdf.png Second Quarter 2015 - Commentary HOT

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For the vast majority of investors, their broad long-term strategic asset allocation, which is the portion of their portfolio directed into major asset classes...



pdf.png First Quarter 2015 - Commentary HOT

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Capitalism is an economic system where individuals, often organized as corporations...



pdf.png Fourth Quarter 2014 - Commentary HOT

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The price of oil has fallen to a remarkable extent, probably far more and far quicker



pdf.png Third Quarter 2014 - Commentary HOT

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In our Third Quarter 2013 Commentary, we reviewed the role of bonds in a portfolio...



pdf.png Second Quarter 2014 - Commentary HOT

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In our last Commentary we wrote about the need for investors to have perspective...



pdf.png First Quarter 2014 - Commentary HOT

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The financial markets seemed to have had a fair amount of headline...

pdf.png Third Quarter 2013 - Commentary HOT

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It is the nature of financial markets to be subject to sharp price fluctuations...

pdf.png Second Quarter 2013 - Commentary HOT

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As we were just about ready to publish our latest commentary in mid-May...



pdf.png First Quarter 2013 - Commentary HOT

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A sense of relief seems to have come over many financial markets participants...



pdf.png Fourth Quarter 2012 - Commentary HOT

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Successful investors NEVER let their politics get in the way of their investing plan. Too many...



pdf.png Third Quarter 2012 - Commentary HOT

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The economy of the United States has continued to grow in a slow and choppy manner,...



pdf.png Second Quarter 2012 - Commentary HOT

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The current cyclical bull market in stocks, as exemplified by the S&P 500, began on Monday March 9, 2009...



pdf.png First Quarter 2012 - Commentary HOT

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Successful investors act with the long term in mind, making portfolio strategy changes infrequently...



pdf.png Fourth Quarter 2011 - Commentary HOT

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In the James Bond novels, later made into memorable movies, author Ian Fleming featured a fictional...



pdf.png Third Quarter 2011 - Commentary HOT

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Apparently there is some sort of crisis going on that has something to do with the government of the United States...



pdf.png Second Quarter 2011 - Commentary HOT

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In the past we have conveyed our long term belief in the United States of America as a place of...



pdf.png First Quarter 2011 - Commentary HOT

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The economies of the developed world continue to recover from the credit bubble and bust. Due to the...



pdf.png Fourth Quarter 2010 - Commentary HOT

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The end of a year is a common time for many to make predictions for the next year...



pdf.png Third Quarter 2010 - Commentary HOT

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One of the most important rights that adult citizens of the United States possess is to elect members...



pdf.png Second Quarter 2010 - Commentary HOT

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The fierce economic earthquake that shook the world in 2007-2009 seems to have subsided...



pdf.png First Quarter 2010 - Commentary HOT

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The economy continues to slowly repair itself, enough so that the federal government is already laying the groundwork...



pdf.png Fourth Quarter 2009 - Commentary HOT

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The Federal Government has continued the massive fiscal stimulus they began in the latter part of 2008...



pdf.png Third Quarter 2009 - Commentary HOT

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Is the Great Recession over? The financial news media, economists...



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