March 12, 2018

One of the most common questions we receive when it comes to performance is “why aren’t the returns on my account the same as those of the stock market?” While it’s helpful to use a benchmark to track your account's performance, it’s important to understand when something is a good benchmark and when it isn’t. The S&P 500 or Dow Jones mak...

February 2, 2018

2017 was an extraordinary year for the markets and 2018 has been off to a hot start as well. What makes the markets so unique lately is how little volatility there has been. It is an important reminder to not become complacent when the markets are doing this well. To show how unique the S&P 500 has been, consider these several facts that...

January 8, 2018

The S&P 500 had another fantastic year of returns in 2017 and we are approaching nine years of expansion. It is easy to wonder whether this has gone on for too long and if the stock market is becoming a bubble. Using a few different valuation metrics, we can compare where we are currently versus historical averages.

The U.S. economy has re...

September 6, 2017

2017 in the stock market so far has proven to be another stable year, returns in the S&P 500 have hovered around double digits, and we have hit all-time highs. As we start to peel back what is happening, there is a trend that has taken shape that is worth noting. There is a growing divergence between growth companies and value companies a...

September 1, 2015

There is an exhibit on the lower level of the Griffith Observatory known as the big picture. Along a very large wall, a team of scientists from Caltech, Yale, and Palomar Observatory has blown up a picture taken of space and mounted it to give visitors a glimpse of a sliver of the sky. When you stand back and gaze at the picture the numbe...

Please reload

Request a Meeting
Recent Posts

February 2, 2020

Please reload

Featured Posts
Please reload

Categories
Please reload

Books