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BusinessWeek

Death of equities, 40 years ago today

On August 13, 1979, Business Week wrote a cover-page story that summarized feelings that many people today may find familiar: “we hate equities.” That day, the S&P 500 closed at 107.42 and today, forty years after equities passed away, the S&P 500 index is near 3,000. Since that time, S&P 500 dividend has risen from...
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Investments Halftime Report

“As we experienced this past quarter, uncertainty is a constant presence and volatility can return to markets at the drop of a pin (or a tweet, it seems, these days).” So concludes the second quarter “halftime” investments report for our clients. If you’d like to read the entire report, and you’re reading this in an...
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This is a Good Season

“Stocks are far more volatile than companies. And investor emotions are the most volatile of all.” So says our friend, Nick Murray, in a recent post available to our clients. We look for some of the great companies in the USA and the world. Our researchers each use a different strategy to find them—which provides...
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Letter for Investors in the Second Half of 2019

Here is my prediction for the second half of 2019: the next six months are going to be full of changes, and the pace of these changes will accelerate. I don’t think anyone could predict how quickly equity markets would rebound after the drubbing they took at the end of 2018. We are either at,...
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Halftime

Thanks for the kind words about last week’s Periscope, This 4th of July, Take a Hike. This week, I’d like to give you a few updates, but first I’d like to pose a question and spark a conversation. What event would you like to attend? What topic would you like us to cover at a...
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retired couple hiking assets and income financial planning

This Fourth of July, Take a Hike

Worried about investing? Take a hike! If I can trust somebody out there—at that level—then I have made a huge step forward in entrusting your money with them as well.
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Investments on a balloon

Investing in Marijuana, Unicorns and IPOs

Two of the more recent hot investment ideas in the year 2019 are marijuana and Unicorns/IPOs.
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Cyber Security, What You Can Do and What We Are Doing About It

This week, we host Director of Crime Prevention Programs of Jefferson County 1st District Attorney’s Office, Cary Johnson, to teach us about keeping our identities safe from those who would do us harm. Consider joining us on Wednesday, June 12, 2019 at 11:30 AM. Recently, the list of companies that have been hacked includes Marriott/Starwood,...
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29 Special Facts About 529 Plans

Your fact-filled list of 29 surprising reasons to use a 529 college savings plan.
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