April 2017

by | Apr 1, 2017 | Tidbit

Seems the wall of worry continues to steepen with each passing week of 2017. Understanding what you own, using asset classes in combinations that reflect individual risk tolerance and knowing your investment time horizon should help lessen that wall of worry. With...

March 2017

by | Mar 7, 2017 | Tidbit

Market volatility readings continue to hover at or near historic lows which seems to support the continuance of extreme bullish market sentiment. Yet the Dow and S&P indexes look a bit over-bought right now. It wouldn’t be surprising if the stock market took a...

February 2017

by | Feb 15, 2017 | Tidbit

Investor confidence continues to rise on the expectations of tax reform and infrastructure spending. The latest Institute for Supply Management (ISM) and Purchasing Manufactures Index (PMI) report shows broad improvement almost across the board from various...

January 2017

by | Jan 25, 2017 | Tidbit

In December of ’14, I wrote the massive amount of private debt (bonds) issued over the preceding few years could fuel a liquidity problem in the bond market when interest rates begin to rise. Do higher interest rates impact the price of current, outstanding bonds?...