There is a large amount of information swirling about regarding the Equifax breech (hack). It is easy to become anxious and want to do something immediately to remedy the situation. But no matter what you choose to do, take a few moments to gain some insight into this recurring 21st Century problem. In general hacks: […]
After the presidential election and its surprising results, I offer a brief note on the financial implications. Donald Trump’s victory will create uncertainty in the financial markets going forward but at the same time in the near term create certainty in the form of a final outcome after many distressing months of ugly debate. Regardless of your politics, market price movements ahead may be a cause for anxiety, so I wanted to reiterate that we have a strategy, which doesn’t dwell on [...]
Enclosed is your Investment Report for the most recent quarter ending September 30, 2016.The S&P 500 was up 3.3% for the quarter. Virtually all of the quarterly gain in the stock market came in July with August and September being quiet and a little negative.
We have made it half way through the year. It has been a roller coaster ride for stocks but less so for income oriented investments. We began the year in February with a major sell off in the stock market and then a V shape rebound.
Pundits seem divided on the impact of Brexit to the US. One viewpoint looks at Britain more in isolation and suggests that the main impact will be to US export manufacturers as the pound depreciates relative to the US dollar.