As we flip the calendar to 2017, we are looking at new opportunities and challenges. Regardless of one’s political views, the US markets are looking favorably on the election results. We have seen a rapid rise in stocks since the morning of November 9th. The sentiment that regulation will be eased to spur business development has done a great deal

The current stock market bull has lasted longer than normal, yet it continues to rise. After stock market advances, it’s tempting to move a bigger portion of our portfolios into stocks or other risky assets. What’s the best way to position our portfolios, and our mindsets, near market tops? First, we should acknowledge that even if markets are overvalued, that

The recent vote by the U.K. to leave the E.U. (Brexit) stoked market fears.  Stock markets fell and news headlines brought feelings of uncertainty to investors across the globe.  After falling sharply for several days, markets rebounded at the end of the quarter.  Despite this quick recovery, however, the ultimate outcome of the Brexit vote is still unknown.  Further, this

Stock downturns are common. Every decade over the past 100 years has produced at least one loss of nearly 20% or greater and most decades have produced multiple bear markets(1). The current decade, however, is a notable exception because we have not seen such a significant loss. And until the downturn this quarter, markets have produced few meaningful moves lower.

Since 1915 the stock market has gained 10% per year (1). However, those returns aren’t provided to investors equally every year. Instead, some years deliver losses, and others provide low single digit returns. High return years, when the markets move up by 20% or more, occur infrequently but have produced 66% of stock market gains over the past 100 years