Market Updates

  • Market Update and Managed Risk Leap Roll Up

    Today at the close, we moved the last of our International Developed Stock positions back to a fully invested posture.…

  • WORST START TO A YEAR SINCE THE 1970’S. CONTINGENCY PLANNING FOR THE REMAINING HALF.

    Our strategies moved largely defensive initially in January. Twice since then we’ve moved briefly into markets and back to a…

  • Balanced Portfolios face Greatest Challenge in Decades

    In our quarterly market commentary, advisors are accustomed to seeing sometimes bleak assessments about future stock market growth.

  • THE FROG ISN’T JUMPING OUT OF THE BOILING WATER

    The critical difference between GameStop and Amazon is that the GameStop rally was the equivalent of a retail investor Ponzi…

  • ARE MARKETS POISED FOR A CRASH?

    Investing can be like walking through a dense forest with no map, and no ability to see the sun. Trees…