Why the Market Is Doing Well

‘This is an earnings based market. The market is always about earnings because earnings move the market forward.’

‘No sign of a recession anywhere. Regulatory pause has caused some relief.’

‘CEOs have increased confidence. Tax reform is going to be a boom for individuals and domestically based companies, especially small and mid-sized.’

What About Risk?

You are often asked to identify your risk tolerance, but how do you measure risk if you are not an experienced investor who has received good advice?

My Wife's Investments are Growing Faster Than Mine

Is someone “managing” your money and your account holds 40-50 or more items?  You think - ‘good…many investments…some names I recognize… diversification…safety…should do well.’

The statements arrive monthly and you look at them. A picture does not emerge. You see little progress. You can not figure out “performance.”

Consumer Complaint? The Government Can Help.

President Reagan is quoted as saying, “The most terrifying words in the English language are: I'm from the government and I'm here to help.”

August 2017 Update

Dear Clients:

July 2017 Newsletter

Dear Clients:

June 30, 2017 Market Values Account Summary will be arriving in the mail within the next week.  It has been a good six months for the market.  The DJIA and the S&P 500 are up over 9%, the NASDAQ over 16%, and the MSCI World over 10%.  Total returns on bonds are up between 1 and 5% depending on type of bond. 


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