When people think of investing most think of the stocks of companies in the Dow Jones Industrial Average or the S&P 500. However, almost all our clients' accounts have bonds too as part of a well-diversified portfolio. Bonds (Fixed Income) are debt securities...
"In times like these, it helps to recall that there have always been times like these." - Paul Harvey As we enter the fourth quarter of 2016, it’s worth noting that this long-running bull market has now lasted nearly seven and a half years. If that seems hard to...
As of Labor Day, September 5, there were only 64 days until Election Day. However, early voting in Tennessee starts Wednesday, October 19, just 44 days after Labor Day weekend signals the end of summer. There are many issues surrounding the presidential election this...
Like many of you, Don and I and our families had a wonderful time celebrating the Fourth of July holiday weekend. When I was growing up, the Fourth seemed mostly about barbeques, friends, hanging out at the pool, and fireworks. It was also always the end-of-season...
On Friday, June 24, the day after the United Kingdom voted to leave the European Union, we sent out a client update via email. The theme of our alert was that the "leave" vote took world-wide investors by surprise and investors don't like surprises. We also...
When people talk about "the market," exactly what are they talking about? More than likely, they are talking about one of two indexes that are widely reported in mainstream media, financial networks, and many daily publications. These two indexes are the Dow Jones...
This month's monthly insight features a special edition story by Nick Murray, who is in his 50th year in the profession of financial advice and is one of the industry's premier speakers and the author of eleven books. Nick was the 2007 recipient of the Malcolm S....
Recently, the focus for investors has been all over the map. This is not an all-inclusive list but it adds up to a whole host of worries investors are grappling with in the short term: Oil prices Corporate earnings The global economy China's economy China's currency...
Warren Buffett, chairman and CEO of Berkshire Hathaway, is one of America’s great investors—arguably, the greatest ever. Over the last 50 years, Buffett (now 85) and his partner Charlie Munger (91) have executed one of the greatest allocations of capital in history....
"As January goes, so goes the year." At least that is the case according the old adage made popular by the Stock Trader’s Almanac. This phenomenon is also known as the "January Barometer." It simply means that January’s market’s performance, as measured by the S&P...