Investment Strategy

Key Takeaways Activity levels continue to point to economic strength. Negative seasonality and heightened valuations are risks to the market. We caution investors from becoming overly complacent. “Traffic” is the dreaded price we all pay every year as we make our way to the beach for summer vacations. This past week, as my family was […]

Key Takeaways The S&P 500 is off to its best start to a year (19.9%) since 1996. A budget deal and earnings have been recent catalysts. The fed, earnings, and data are key items to watch next week. In my travels this week to Dallas, I discovered that the 2019 Horseshoe Pitching World Championship was […]

Key Takeaways Like Batman, investors cannot resort to superhuman powers when investing. Instead, knowledge, analytical skills and ingenuity are paramount for success. Asset allocation, diversification and risk management are essential dynamics to consider as volatility moves higher. “I’m Batman!” Well, not really, but on the thirty-year anniversary of the re-birth of this superhero on the […]

Today is the beginning of the astronomical summer, otherwise known as the summer solstice. The summer solstice is the perfect time as it is the longest day of the year (Americans get anywhere from four to eight hours of sunlight more than the shortest day of the year in December) and temperatures are mild (or […]