January 18th we wrote: "The US economy should grow at the middling rate of 2.5% in 2016, with unemployment hovering around 5% as more Americans rejoin the work force, and with inflation in the 0.5-1% range.
Read More
We are entertained and informed by looking back at past commentaries to see how our forecasts turned out. What can we learn from predictions that were right (and those that were wrong)?
Read More
A very short bulletin as stocks settle into the close. The S&P 500 peaked September 18th at a record 2,011.18, but since fell 8.5%, which leaves the major average down 6.2% on the quarter and up just 1.6% on the year.
Read More
Oh, somewhere in this favored land the sun is shining bright; the band is playing somewhere, and somewhere hearts are light, and somewhere men are laughing, and somewhere children shout; but there is no joy in Mudville - mighty Casey has struck out.
Read More
Events we expect for 2015. Commodity prices stabilize near current levels, start rising again; The US dollar rises another 15-20% against world currencies, then resumes a long term slide.
Read More
On March 9th, 2009, the S&P 500 made an intra-day and 20 year low at 676.53. Millions of Americans drew a straight line from the mid-September 2008 failure of Lehman Brothers through that March low and projected that the S&P 500 would be zero by June
Read More
We drove Heron Financial Group | Wealth Advisors at 170 MPH for the last several years, achieving a 40% annual growth rate 3 years in a row, lifting our assets from $63 million at the end of 2011 to $171 million by the end of 2014, employee head count from 1 to 7.
Read More
Surprisingly steady! How can we say that? Because compared to the price swings of the last six years, the recent 3.9% decline in US Stocks (from a record set April 2) barely registers relative to the powerful uptrend since mid 2011.
Read More
US stocks gained 8.9% in September (best September result in 71 years) and 11.3% for the quarter (5th best quarter of the last 10 years.) As stocks rise, our clients are actually becoming more fearful.
Read More
It's hard to overstate how much damage was done to the world's financial systems over the last 4 months.
Read More
Stock markets, US and international, were choppy in the first quarter. Through February 20th, the S&P 500 gained 2.9%. Over the next two weeks, the S&P 500, fell 5.9%, recovering before quarter end to a net gain of 0.6%.
Read More
One week ago, the Dow was at all-time highs, the S&P 500 and NASDAQ at six year highs and the S&P 500 was within a few percent of making a new all-time high.
Read More
Stocks looked pretty healthy right up until May 10th when the Federal Reserve Bank raised rates for the 16th time to 5.0%.
Read More