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Stock Markets Assess the Future

May 8, 2020

For investors, April could not have been more different than March. As measured by the Russell 3000, the US stock market rose by 13% for the month of April and has increased 31% from the March 23rd bottom. While US stocks are still down 15% from their …Read More

Investing is Always Dynamic

April 6, 2020

The number of novel coronavirus infections and related deaths surged around the world in March. As reports of doctors and nurses working to exhaustion in overwhelmed hospitals reached the headlines, equity prices declined sharply. The sharp stock market …Read More

COVID-19 and February’s Market

March 4, 2020

After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a similar but more exaggerated path during February. First surging almost 5% to new all-time highs, U.S. stocks fell precipitously based on renewed Coronavirus …Read More

The New Year Rally

February 5, 2020

The New Year Rally After a strong 2019, U.S. stocks initially rang in the New Year by gaining three percent in the first few weeks of January, possibly due to continued optimism of the U.S.-China phase one trade deal. But this rally ended with most major …Read More

This Month and a Look Back on the Decade

January 3, 2020

Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, the market responded well to an early December employment report that showed 266,000 jobs were added to the U.S. economy in the previous month. …Read More

Market Resilience

December 4, 2019

With less than 30 days until the new year begins, investors who stayed the course have been rewarded for their perseverance. From government bonds to emerging market stocks, virtually all major categories of investments have delivered positive returns …Read More

Investors Rewarded

November 4, 2019

This year continues to reward stock and bond investors. After starting the month with a decline, the overall U.S. stock market closed with a gain of 2.15% as measured by the Russell 3000 Index, a broad benchmark that includes approximately 3000 of the …Read More

The Stock and Bond Markets

October 4, 2019

This year continues to be a rewarding one for stock and bond investors alike. Despite the uncertainty introduced by an unresolved trade war, large-cap U.S. stocks closed the month slightly positive. Other types of equities followed a similar pattern. …Read More

The Five Pillars of U.S. Economic Strength

September 4, 2019

In last month’s client letter, our president Forrest Bell, CFP® wrote about Fed Chairman Powell’s five favorable U.S. economic conditions: strong job growth, increasing wages, low interest rates, low inflation, and healthy consumer spending. As we …Read More

The July Fed Meeting

August 2, 2019

After beginning its interest rate tightening cycle in December 2015, on July 31st the Federal Reserve voted to reduce its policy interest rate by 0.25% to a range of 2-2.25%. This is the first time the Fed has cut the policy rate since late 2008. While a …Read More

Double Digit Returns Take Center Stage for 2019

July 3, 2019

The U.S. stock market completed the best first-half performance since 1997. All major indices, whether foreign or domestic, ended June in double digits year-to-date. All stock funds, both foreign and domestic, used in our client portfolios ended the …Read More

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed

June 5, 2019

Interest Rates Down; Bond Investments Up; Stock Market Whipsawed May brought the first month of stock market losses in 2019. Fortunately for our clients, every stock fund position is still nicely positive for 2019, despite the pull back in May. The same …Read More

The Best Surprises of April 2019

May 2, 2019

The first print of 2019 U.S. domestic product growth (GDP) for Q1 ending March 31 came in at 3.2%! This is the best surprise from April because market estimates were only looking for 2.0%. In an April 18 interview with the Wall Street Journal, Dallas Fed …Read More

Best Quarter for U.S. Stocks Since 2009

April 5, 2019

The breadth of the U.S. stock market gain in the first quarter of 2019 caused all sectors of the S&P 500 to end higher for the first time since 2014. The headline article in the April 2nd Wall Street Journal reports manufacturing activity in the U.S. …Read More

February Celebrates Flexibility – 3/4/2019

March 5, 2019

The U.S. stock market is celebrating its best start to a new year since 1987. One big factor that drives this rally is the flexibility coming from the White House to delay the March 1 deadline to raise tariffs on $200 Billion of Chinese exports from 10% …Read More

The U.S. Economy Says “Yes”, But the Stock Market Says “No” – 1/4/19

January 18, 2019

2018 brought a remarkable divergence between U.S. economic data and U.S. stock market performance. The economy and the forward-looking stock market have always existed as separate disciplines, and in the short-run they often go their separate ways. In …Read More

“Stocks are falling. I’m buying them anyway.” – 12/4/18

December 5, 2018

The above is a quote from Jeff Sommers as the title of his 11/18/2018 “Strategies” column in the New York Times. He keeps buying stocks even when they are falling because he has “faith in the future.” What is the basis of his faith? It might be …Read More

Don’t Try to Catch a Falling Knife

November 2, 2018

You are not going to like your October statements. The U.S. and international stock markets have entered correction territory — as defined by a 10% decline or more from prior peak. History shows that markets average one 14% annual …Read More

Market Analysis

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Stock Markets Assess the Future
May 8, 2020 For investors, April could not have been more different than March. As measured by the Russell …Read More


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Webinar: Economic Recovery – When will it begin? What shape will it take?
May 28, 2020   Presenters: Forrest Bell, CFP®, President and Senior Investment Advisor Laurent Harrison, …Read More


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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More