Blog Archives

Monthly Market Update: November 2017

Published 11.8.2017 Introduction Congress makes further progress on tax reform: By passing the budget through the reconciliation process, the House of Representatives can simply adopt the Senate budget version, which currently calls for $1.5 trillion in tax cuts. Despite this move, we remain skeptical that budget neutrality will be reached,

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Mid Month Market Update: October 2017

Published 10.24.2017 Canary in a Coal Mine Brendan Van Cleve Director, Lido Advisors, LLC; Director, Wealth Management, Ken Stern & Associates The White House recently released an outline to reform personal and corporate income taxes [1].  The overarching goal of the plan is to reduce the number of tax brackets,

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Monthly Market Update: October 2017

Published 10.6.2017 Introduction US Stocks continue to post gains, but a subtle shift from growth back to value could be a canary in a coal mine: Multiples remain stubbornly high with expectations that the recovery will be long and strong, but some of the steam is being let out of

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Mid Month Market Update: September 2017

Published 9.13.2017 The Equifax Data Breach: Options you Should Consider Now to Protect Yourself News reports indicate that credit monitoring company Equifax was hacked recently. Reports vary as to how many people were affected and how much data was stolen. However, it seems to be clear that a significant number

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Monthly Market Update: September 2017

Published 9.7.2017 Introduction Equity markets have diverged into those that have peaked and those that can keep on going: The US and UK are showing signs of peaking while Europe, Japan and EM equity show signs of continuing at a fundamental level with continue room for multiple expansion. The search

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Monthly Market Update: August 2017

Published 8.30.2017 The Fall and The Markets- Steps to Take As we move into fall, there are several areas in the market that warrant both a pause and further consideration. Regardless of political affiliation, the challenges facing the President of the United States are serious, terrorism is rearing its ugly

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Monthly Market Update: July 2017

Published 8.10.2017 Introduction The fundamental recovery in earnings has made the rally bulletproof against Washington drama for now: Sales and earnings continue to recover globally, but none more strongly than in the US where the data has been very robust. Macro data, however, is starting move sideways, cycles are maturing

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New Whitepaper Available: Dealing with Fear and Loss

A Financial Perspective “Dealing with Fear and Loss” Written By: Jeff Garden, CFA | Senior Research Analyst & Portfolio Manager Jeff Garden educates us on a recent current event, volatility. Mr. Garden puts us on the straight and narrow by simply stating what’s fact and fiction that mainstream media was

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Q3 September 2015 Newsletter

Market Review: Return to Volatility September marked the end of the most volatile quarter since 2011, with global equity markets seesawing over global growth woes and central bank decisions.  This may have been the reason why the Fed decided to hold off  on another rate hike.  In this newsletter, we

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August 2015 Newsletter

Market Review: A Butterfly Flapped its Wings in China August was hectic, with most of the world’s stock markets going into correction territory due to the weakness in China and other Emerging Markets.  On the bright side, it appears the U.S. was the only country that was accelerating in the

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