Tag Archives: stock market

2015 Year-end Summary

Last year was a difficult year for the markets, but we were able to eke out some positive returns due to a late December surge. That surge quickly melted in early January due to perceived economic weakness in overbuilt China … Continue reading

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2014 Year-end Summary

As discussed recently, the economy has been slowly gathering momentum. It is still far from operating at full capacity. Despite the respectable unemployment numbers, over the last five years millions of workers have left the workforce and are now only … Continue reading

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Quarterly Outlook Summary

The markets recently have been modestly stable considering that the Federal Reserve has nearly ended its economic stimulus programs. One can always argue that given the still relatively weak growth of the economy, this ending of the stimulus is premature. … Continue reading

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2013 Year-end Summary

Despite the financial markets performing well for the year, the economy has been slowly gathering steam. Thankfully and partly because of paralysis in Washington, the fiscal stimulus is being diminished “just slowly enough” as the economy regains confidence. Economists generally … Continue reading

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Quarterly Outlook Summary

The economy continues to slowly gather steam as housing begins its long awaited recovery and as private sector business confidence and spending also recovers. On the other hand, the public sector, the government, continues to curtail its spending causing economic … Continue reading

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Quarterly Outlook Summary

Your account, together with the markets, have all been performing well this year as the economic outlook continues to improve. The de-leveraging and debt reduction of the past four years appears to be winding down as consumer and business pent-up … Continue reading

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